How to Send Template Email Using Postmark Custom API with Pabbly Connect

Learn how to send template emails using Postmark Custom API through Pabbly Connect. Step-by-step guide for seamless integration with Google Sheets. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Email Automation

To send template emails using Postmark Custom API, you need to set up Pabbly Connect. This platform allows you to automate the process between Google Sheets and Postmark. Begin by logging into your Pabbly Connect account or sign up if you don’t have one.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Template Email Using Postmark Custom API’. This will help you recognize the workflow later. After naming it, select the folder where you want to save this workflow and proceed to create it.

Setting Up Google Sheets as the Trigger in Pabbly Connect

The first step in your workflow is to set Google Sheets as the trigger application in Pabbly Connect. Click on the trigger section and select Google Sheets. You will need to choose the trigger event, which should be ‘New or Updated Spreadsheet Row’.

After selecting the trigger event, you will be prompted to connect your Google Sheets account. Copy the webhook URL provided by Pabbly Connect and navigate back to your Google Sheets. You will need to install the Pabbly Connect Webhook extension if you haven’t already. Once installed, go to Extensions > Pabbly Connect Webhooks > Initial Setup.

• Paste the copied webhook URL into the designated field.
• Specify the trigger column, which should be the last column with data (e.g., Column B).
• Click on ‘Send Test’ to ensure the connection is working.

Once the test is successful, click on submit to finalize your setup. Now, whenever a new row is added in your Google Sheets, it will trigger the Pabbly Connect workflow to send an email.

Setting Up Postmark as the Action in Pabbly Connect

After configuring the trigger, the next step is to set up Postmark as the action application in Pabbly Connect. Click on the action section and select Postmark. You will need to choose the action event, which should be ‘Custom API Request’.

To connect Postmark with Pabbly Connect, you will need your API key. Go to your Postmark account, find the server token, and copy it. Back in Pabbly Connect, click on ‘Add New Connection’ and paste the server token into the key field. For the value, also paste the token from your Postmark account.

• Select the request method as POST.
• Use the API endpoint URL provided in the Postmark API documentation.
• Import the cURL request from the Postmark API documentation for sending template emails.

After importing the cURL request, you will see all the required fields populated. Make sure to fill in the parameters such as ‘from’, ‘to’, ‘template ID’, and ‘username’. Mapping the email address and customer name from Google Sheets ensures the email is personalized.

Finalizing Your Email Template in Pabbly Connect

In this step, you will finalize the email template that will be sent via Postmark using Pabbly Connect. Ensure that you have the correct values for the parameters. For the ‘from’ field, enter a verified email address from Postmark. For the ‘to’ field, map the email address from the Google Sheets response.

Next, you need to specify the template ID from Postmark. Go back to your Postmark account, access the template section, and copy the template ID for the welcome email. Paste this ID into the corresponding field in Pabbly Connect.

Ensure the parameters are correctly formatted in JSON. Double-check that the mapping for customer name and email is accurate. Click on ‘Save and Send Test Request’ to send a test email.

Once the test is successful, you will receive a confirmation response from Postmark, indicating that the email has been sent. You can check the recipient’s inbox to verify the email appearance and content.

Conclusion

Using Pabbly Connect to send template emails via Postmark Custom API is an efficient way to automate your email communications. By following the steps outlined in this tutorial, you can seamlessly integrate Google Sheets with Postmark, ensuring timely and personalized emails for your customers. Start automating your email processes today!