Integrating Automation with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Automation, Box, Facebook, Make, and Action Now using Pabbly Connect in this detailed tutorial. Follow the steps to streamline your processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integrations

To start using Pabbly Connect for your integrations, first, sign up for an account. This process is quick and can be done in under two minutes. Once you have access, navigate to the dashboard where you can create workflows for your automation needs.

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ tab. A dialog box will appear prompting you to name your workflow. For this tutorial, we will focus on integrating various applications like Automation and Box through Pabbly Connect.

2. Setting Up Triggers in Pabbly Connect

Triggers are essential for initiating your automation in Pabbly Connect. In this section, we will set up a trigger for the event registration form using Typeform. Select Typeform as your trigger application and choose the ‘New Entry’ event. This event will activate when a new entry is submitted. using Pabbly Connect

• Select Typeform as the trigger application.
• Choose the ‘New Entry’ event.
• Connect your Typeform account by clicking ‘Add New Connection’.

After connecting Typeform, select the specific form you want to use. For this tutorial, we will use the event creation form. Click ‘Save and Send Test Request’ to capture a response from the form submission.

3. Collecting Data from Typeform

Once the trigger is set up, it’s time to collect data from the Typeform submission. Fill out the event creation form with necessary details such as course name, attendance, and dates. This data will be used to calculate the number of days between the start date and end date.

After submitting the form, Pabbly Connect will display the collected data. You will see fields such as event name, start date, and end date. This information is crucial for the next step of our automation process.

• Ensure you have the start date and end date filled correctly.
• Check that all required fields are included in the response.

With the data collected, we can now proceed to calculate the number of days using the number formatter feature in Pabbly Connect.

4. Calculating Days Between Two Dates

To calculate the number of days between the two dates, we will use the number formatter feature in Pabbly Connect. Select the number formatter as your action application. Choose the ‘Spreadsheet Formulas’ event to use the appropriate formula for calculating days.

In the configuration, you will need to input the formula for calculating days. Make sure to format the dates correctly by entering the end date first, followed by the start date. The correct format is essential for accurate calculations.

Input the end date and start date in the specified format. Use a comma to separate the two dates.

After setting up the formula, click ‘Save and Send Test Request.’ You will receive a response showing the number of days calculated between the two dates submitted through the Typeform.

5. Finalizing the Integration with Pabbly Connect

After successfully calculating the number of days, you can finalize your integration in Pabbly Connect. Review the responses from both the trigger and action steps to ensure everything is working correctly. This will help you confirm that your automation is functioning as intended.

Once you are satisfied with the setup, you can activate your workflow. This allows Pabbly Connect to automatically calculate the number of days between the two dates whenever a new entry is submitted through your Typeform.

Test the entire workflow to ensure all steps are functioning. Make any necessary adjustments to the fields or formulas.

By using Pabbly Connect, you have successfully integrated multiple applications to automate the process of calculating days, enhancing efficiency and accuracy.

Conclusion

This tutorial demonstrated how to integrate Automation, Box, Facebook, Make, and Action Now using Pabbly Connect. By following these steps, you can streamline your processes and enhance productivity through effective automation.