Automate Workflow Updates with Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate workflow updates using Pabbly Connect to integrate Google Sheets and Google Chat seamlessly. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Workflow Automation

To automate workflow updates, the first step is to access Pabbly Connect. This platform is essential for integrating various applications like Google Sheets and Google Chat.

To get started, visit the Pabbly Connect website. If you already have an account, simply sign in. If not, click on ‘Sign Up for Free’ to create an account. You will receive 100 free tasks each month, which is perfect for testing your automation.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, it’s time to create a new workflow. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow, which could be something like ‘Automate Workflow Updates’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to save your new workflow.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger section is where you set the event that initiates the workflow.

3. Setting Up the Trigger with Google Sheets

The next step in Pabbly Connect is to set up the trigger. Here, select Google Sheets as your trigger application. You will need to specify the trigger event, which will be ‘New or Updated Spreadsheet Row’.

To connect Google Sheets with Pabbly Connect, you will use the Webhook URL. Copy the Webhook URL provided by Pabbly Connect and paste it into your Google Sheets extension for the Pabbly Connect VBooks.

• Go to Google Sheets and select ‘Extensions’.
• Open the Pabbly Connect VBooks extension and set up the initial configuration.
• Paste the copied Webhook URL into the designated field.

Once set up, every time a new row is added or updated in your Google Sheet, the data will be sent to Pabbly Connect.

4. Configuring the Action with Google Chat

After setting up the trigger, the next step is to configure the action. In this case, you will select Google Chat as the action application. The action event will be to ‘Create Message’.

To connect Google Chat with Pabbly Connect, you will need to provide the Chat Webhook URL. This URL allows Pabbly Connect to send messages directly to your Google Chat space.

Go to your Google Chat space and add the Pabbly Connect VBook. Copy the Chat Webhook URL from your Google Chat settings. Paste this URL into the action configuration in Pabbly Connect.

Now, you can compose the message that will be sent to your team whenever an order is delivered successfully. This message can include dynamic data from the Google Sheets response.

5. Testing and Verifying the Integration

Once you have configured both the trigger and action in Pabbly Connect, it’s time to test the integration. Fill in a new row in your Google Sheet with the order details and mark the delivery status.

After filling in the details, check your Google Chat to see if the message has been sent. This will confirm that the integration is working correctly. You should see the message with all order details, which indicates that Pabbly Connect successfully transmitted the data.

By following these steps, you can automate workflow updates and ensure that your team is always informed about order deliveries. This integration not only saves time but also improves communication within your team.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate workflow updates by integrating Google Sheets and Google Chat. By following the detailed steps, you can streamline your order management process and enhance team communication.