Integrating ADD with Whenever Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate ADD with Whenever Using Pabbly Connect to automate payment details into Google Sheets. Follow this step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up ADD and Whenever Integration

Integrating ADD with Whenever is essential for automating your workflow. To start, you need to create an account on Make and sign in. After signing in, you will be taken to your dashboard where you can create a new workflow. using Pabbly Connect

Click on the ‘Create Workflow’ button and name your workflow. For instance, you can name it ‘ADD Successful Payments to Google Sheets.’ This will help you keep track of your automation tasks effectively.

2. Configuring Trigger and Action Applications

In this step, you will set up the trigger and action applications. For your trigger application, select ADD as the application and set the trigger event to ‘Success Transaction.’ This means that every time a successful payment occurs, it will trigger the action. using Pabbly Connect

• Select ADD as the trigger application.
• Choose ‘Success Transaction’ as the trigger event.
• Confirm the selection to proceed to the action application.

Next, set Google Sheets as your action application and choose the action event as ‘Add a New Row.’ This configuration ensures that every successful payment will automatically be logged into your Google Sheets.

3. Connecting ADD to Make with Webhook URL

To connect ADD with Make, you will need a Webhook URL. This URL can be found in your Make account. Copy the Webhook URL and navigate to your ADD account. Under the Integrations section, find the Webhooks option. using Pabbly Connect

• Click on ‘New Webhook’ in your ADD account.
• Paste the copied Webhook URL from Make.
• Select ‘Success Transaction’ for the event to send.

After saving the webhook, Make will be waiting for a response from ADD. You will need to perform a test transaction to confirm that the integration works correctly.

4. Testing the Integration with a Sample Transaction

To test the integration, go back to your ADD account and initiate a sample transaction. For instance, select a course and proceed to checkout. Fill in the required payment details, ensuring to use dummy card information for testing purposes. using Pabbly Connect

Once you submit the payment, check your Make account. You should see the transaction details captured as a response. This confirms that the integration is functioning correctly, and payment details are being received.

5. Finalizing the Google Sheets Configuration

Now that the integration is tested and operational, the next step is to finalize the Google Sheets configuration. Go back to Make and establish a connection with Google Sheets. Click on ‘Connect’ and sign in with your Google account. using Pabbly Connect

Once connected, select the specific Google Sheet where you want to log the payment details. Map the fields appropriately, such as name, mobile, email, course, amount, and order ID. This ensures that each time a payment is made, the details will be added correctly.

Conclusion

Integrating ADD with Whenever Using Pabbly Connect allows for seamless automation of payment details into Google Sheets. This setup not only saves time but also ensures accurate record-keeping of transactions.