Integrating Copart and Quinton with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Copart and Quinton using Pabbly Connect. This tutorial provides detailed steps for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Copart and Quinton, first access Pabbly Connect. Simply visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly.

Once logged in, navigate to the dashboard. Here, you can create a new folder specifically for your workflow. Click on the plus icon to create a folder named ‘Copart to Quinton’ and proceed to create a new workflow.

2. Creating the Workflow in Pabbly Connect

In this section, we will set up a workflow to automate the process of creating a contact in Quinton whenever a new order is received in Copart. Select the folder you created earlier and name your workflow ‘Create Quinton Contact with Tag for Copart Order’.

Next, you will be prompted to select a trigger application. Choose Copart as your trigger application and select the trigger event as ‘Instant Payment Notification’. This event will activate the workflow whenever a payment is received in Copart.

• Select Copart as the trigger application.
• Choose ‘Instant Payment Notification’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

With the webhook URL copied, you can now set it up in your Copart account to ensure that it communicates with Pabbly Connect effectively.

3. Setting Up Copart for Webhook Integration

To set up the webhook, log into your Copart account and navigate to the settings. Under ‘IPN Connections’, create a new integration and select ‘Generic’ as the integration type. Enter the webhook URL from Pabbly Connect as the notification URL.

Name the connection (e.g., ‘Demo Connection’) and enter a dummy password. Save the changes to finalize the integration. This step is crucial as it establishes the link between Copart and Pabbly Connect.

• Navigate to ‘IPN Connections’ in Copart settings.
• Create a new integration and select ‘Generic’.
• Paste the webhook URL and save the connection.

After saving, go back to Pabbly Connect and check for a webhook response, which confirms that the setup is successful.

4. Configuring Quinton as the Action Application

Now that the trigger is set up, it’s time to configure Quinton as the action application in Pabbly Connect. Select Quinton and choose the action event ‘Create or Update Contact’. You will need to connect your Quinton account to Pabbly Connect.

To do this, select ‘Add New Connection’. You will be prompted to enter the API Base URL and Token from your Quinton account settings. Ensure you have these details ready to facilitate a smooth connection.

Select ‘Create or Update Contact’ as the action event. Enter the API Base URL and Token from Quinton. Click on ‘Save’ to establish the connection.

Once connected, you can map the data from the Copart response to the fields required by Quinton, ensuring that the contact is created with the necessary details.

5. Finalizing the Integration and Testing

In the final step, you will map the details from the Copart order to the Quinton contact fields. Enter the primary email address, first name, and last name using the mapping feature in Pabbly Connect.

After mapping the required fields, click on ‘Save and Send Test Request’ to verify that the integration works correctly. You should receive a success response indicating that the contact has been added to Quinton.

Map the email address, first name, and last name from Copart. Click on ‘Save and Send Test Request’. Check for a success response in Pabbly Connect.

Once confirmed, your workflow is complete! You have successfully integrated Copart and Quinton using Pabbly Connect, automating the contact creation process.

Conclusion

In this tutorial, we explored how to integrate Copart and Quinton using Pabbly Connect. By following the steps outlined, you can automate the creation of contacts based on new orders in Copart, enhancing your workflow efficiency.