Automatically Send Email for a New Tadabase Record Using Pabbly Connect

Learn how to automatically send emails for new Tadabase records using Pabbly Connect. Step-by-step guide for seamless integration with Gmail. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Tadabase Integration

To automatically send emails for a new Tadabase record, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page where you can sign in or sign up for free. If you’re a new user, click on ‘Sign Up Free’, and you will receive 100 free tasks every month.

Once signed in, you’ll be directed to the Pabbly Connect dashboard. This platform allows you to create workflows that connect different applications. Click on the option to create a new folder and name it something relevant, like ‘Online Course Registration’. After creating the folder, proceed to create a new workflow.

2. Setting Up the Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on ‘Create Workflow’ to begin setting up the integration. Name your workflow as ‘Database to Gmail’ to reflect its purpose. Select the folder you created earlier, which is ‘Online Course Registration’. This organization helps keep your workflows neat and manageable.

• Select the trigger application as Tadabase.
• Choose the trigger event as ‘New Record’.
• This event will initiate the workflow whenever a new record is created in Tadabase.

After selecting the trigger, you will be provided with a webhook URL. This URL is essential for connecting Tadabase with Pabbly Connect. Copy the URL and follow the next steps to set it up in your Tadabase account.

3. Configuring the Webhook in Tadabase

Log in to your Tadabase account and navigate to the Automation tab. Here, you will find the option for Outgoing Webhooks. This is where you will paste the webhook URL you copied from Pabbly Connect.

Set up the webhook by naming it, for example, ‘Pabbly Connect Webhook’. Select the relevant data table, such as ‘Online Course Applicants’, and ensure that the event selected is ‘New Record’. After pasting the URL and saving the changes, you have successfully configured the webhook.

To verify the connection, perform a test submission by adding a new applicant in the Tadabase. Fill in the necessary details like name and email, then save the record. This action should trigger the webhook and send data back to Pabbly Connect.

4. Sending Email Through Gmail via Pabbly Connect

Once the webhook is set up and you have tested it by adding a new record, return to your Pabbly Connect workflow. Now, set the action application to Gmail. This step is crucial as it allows you to send emails automatically whenever a new record is created in Tadabase.

Select the action event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize access to your Gmail account.

• Enter the recipient’s email address, which can be mapped from the data received from Tadabase.
• Fill in the email subject, for example, ‘Confirmation of Your Online Course Registration’.
• Input the email content, mapping any dynamic fields as necessary.

After filling in the required fields, click on ‘Save and Send Test Request’ to check if the email is sent successfully. If configured correctly, you should receive a confirmation email in your Gmail inbox.

5. Finalizing the Integration with Pabbly Connect

With the email successfully sent, your integration using Pabbly Connect is complete. You have now established a workflow that automatically sends an email for every new record created in Tadabase. This automation saves time and ensures timely communication with applicants.

To summarize, your trigger application is Tadabase with the trigger event as ‘New Record’, and your action application is Gmail with the action event as ‘Send Email’. This two-step workflow is efficient and effective for managing online course registrations.

By using Pabbly Connect, you can also explore other integrations and automations to enhance your business processes. If you have any questions, feel free to reach out for support or more information on how to use Pabbly Connect effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send emails for new Tadabase records. This integration streamlines your communication and enhances efficiency in managing registrations.