Integrate Automation with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Automation, The Happening, and Simply using Pabbly Connect. Follow this detailed tutorial for seamless connections. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To initiate the integration process, start by accessing Pabbly Connect. This platform allows you to create connections between various applications such as Automation, The Happening, and Simply. Begin by logging into your Pabbly Connect account.

Once logged in, you will navigate to the dashboard where you can set up your first workflow. Click on the ‘Create Workflow’ button and name your workflow to identify its purpose easily. This step is crucial as it sets the stage for the automation process.

2. Integrating Cal.com with Pabbly Connect

The next step involves integrating Cal.com with Pabbly Connect. Cal.com is an open-source scheduling platform that simplifies booking meetings. To do this, select Cal.com as your trigger application in Pabbly Connect.

• Select ‘Trigger’ from the options in Pabbly Connect.
• Choose ‘Cal.com’ as your trigger application.
• Select the trigger event, such as ‘Booking Created’.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. This URL will be used to capture responses from Cal.com whenever a booking is made. Copy this URL for the next steps.

3. Setting Up Webhook in Cal.com

Now that you have the webhook URL, it’s time to set it up in Cal.com. Log into your Cal.com account and navigate to the settings option on the left sidebar. Here, you will find the ‘Developer’ section where you can add a new webhook.

• Click on ‘New Webhook’ in Cal.com.
• Paste the copied webhook URL into the ‘Subscriber URL’ field.
• Select the trigger event, ensuring it matches the one set in Pabbly Connect.

Once you have configured the webhook, click on the ‘Create Webhook’ button to finalize the setup. This will enable Cal.com to send data to Pabbly Connect whenever a booking occurs.

4. Testing the Integration

After setting up the webhook, it’s essential to test the integration. Head back to your Cal.com Pabbly booking page and create a new booking. Ensure that the details entered reflect accurately in Pabbly Connect.

Upon completing a booking, return to Pabbly Connect. You should see the captured response from Cal.com, which includes all relevant details such as the client’s name, email, and booking time. This confirms that the integration is successful.

5. Sending Notifications Using Pabbly Connect

With the integration in place, you can now set up actions to send notifications. Choose an action application such as WhatsApp Now or Google Sheets to relay booking confirmations. using Pabbly Connect

In this section, configure the action by selecting the appropriate application and defining what data to send. For example, you can send a WhatsApp message to the client confirming their appointment.

Select ‘WhatsApp Now’ as your action application. Map the fields from the trigger data to the message template. Test the action to ensure messages are sent correctly.

Once configured, every new booking in Cal.com will trigger an automatic message sent via WhatsApp, enhancing communication with your clients.

Conclusion

In this tutorial, we explored how to integrate Automation, The Happening, and Simply using Pabbly Connect. By following the steps outlined, you can automate your booking confirmations and streamline your workflow effectively.