How to Send Discord Channel Messages for Updated Jira Issues Using Pabbly Connect

Learn how to automate sending Discord messages for updated Jira issues using Pabbly Connect. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To send Discord channel messages for updated Jira issues, you first need to access Pabbly Connect. This platform allows you to create automated workflows between different applications seamlessly.

Once logged into Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will need to give your workflow a name, such as ‘Send Discord Channel Message for Updated Jira Issues for Specific Project’. This will help you identify the automation later.


2. Setting Up Jira Integration with Pabbly Connect

In this step, you will set up the Jira integration within Pabbly Connect. Choose Jira as your trigger application and select the event ‘Configure Webhooks’. This will enable Pabbly Connect to receive updates from Jira.

  • Copy the provided webhook URL from Pabbly Connect.
  • Go to your Jira dashboard, click on ‘Settings’, then select ‘System’.
  • Navigate to ‘Advanced Webhooks’ and create a new webhook using the copied URL.

Make sure to enable the webhook and specify the relevant events, particularly the ‘Updated’ option for issue updates. This configuration ensures that only updates from the specified project will trigger notifications through Pabbly Connect.


3. Testing the Jira Webhook with Pabbly Connect

After setting up the webhook, you need to test it to ensure it works correctly. Go back to your Jira application and update any existing issue in the specified project. This action will send a test notification to Pabbly Connect.

Once the issue is updated, return to Pabbly Connect. You should see the response from the Jira webhook, confirming that the integration is successfully capturing updates. This response includes details like the issue summary, description, and the user who made the update.

  • Check the response details for accuracy.
  • Ensure that the correct project and issue type are reflected in the updates.

With successful testing, you can now proceed to set up the Discord integration through Pabbly Connect.


4. Integrating Discord with Pabbly Connect

Next, you need to set up the Discord integration within Pabbly Connect. Select Discord as the action application and choose the event ‘Send Channel Message’. This will allow you to send notifications to a specific Discord channel whenever there is an update in Jira.

To do this, you will need to create a webhook URL for your Discord channel. In your Discord application, navigate to Server Settings, then Integrations, and create a new webhook. Copy this webhook URL and return to Pabbly Connect to paste it into the appropriate field.

After setting up the webhook, compose the message you want to send. You can include dynamic fields from the Jira update response, such as the issue summary and the user who updated the issue. This mapping will ensure that the messages sent to Discord are informative and relevant.


5. Finalizing the Integration and Sending Messages

Finally, after composing your message in Pabbly Connect, click on ‘Save and Send Test Request’. This action will send a test message to your Discord channel using the configured webhook.

Check your Discord channel to confirm that the message has arrived. If everything is set up correctly, you should see a notification with the details of the updated Jira issue. This confirms that your integration is functioning as intended, automating the process of keeping your team updated.

Once confirmed, you can relax as Pabbly Connect will handle all future updates automatically, ensuring your team stays informed without manual intervention.


Conclusion

Using Pabbly Connect, you can effortlessly automate sending Discord messages for updated Jira issues. This integration keeps your team informed about project changes efficiently and effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Use Data Transformer Inside Pabbly Connect: A Step-by-Step Guide

Learn how to effectively use the Data Transformer feature inside Pabbly Connect to integrate various applications. Follow our detailed guide for step-by-step instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Data Transformation

To start using the Data Transformer feature inside Pabbly Connect, first, you need to access the platform. Open your web browser and go to the Pabbly Connect website. Here, you will find options to sign in or sign up for a free account.

If you don’t have an account, signing up is quick and easy, taking only a couple of minutes. Once logged in, click on the ‘Access Now’ button to reach the dashboard where you can create workflows.


2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for example, name it ‘Advanced Data Transformations’. Choose a folder to save your workflow.

  • Click on ‘Create’ to proceed.
  • The workflow page will show two main boxes: Trigger and Action.

The Trigger box initiates the workflow, while the Action box defines what happens next. You can start by selecting Facebook Lead Ads as your trigger to receive lead data.


3. Setting Up Facebook Lead Ads Trigger

In this step, you will configure the Facebook Lead Ads trigger in Pabbly Connect. Search for ‘Facebook Lead Ads’ and select it as your trigger application. Choose ‘New Lead’ as the trigger event.

Next, click on ‘Connect’ to link your Facebook account with Pabbly Connect. After successfully connecting, select the appropriate page and lead generation form. Save these settings to test the integration.


4. Transforming Data Using Pabbly Connect

Once the lead data is received, it may not be in the desired format. To transform this data, you will use the Data Transformer feature in Pabbly Connect. For this, add an action step and search for ‘Data Transformer’.

Choose the relevant action event, such as simplifying the lead data received. Map the fields accordingly to transform the data into a simpler format. Click on ‘Save and Send Test Request’ to see the transformed data.


5. Exploring Advanced Data Transformations

In addition to basic transformations, Pabbly Connect offers various advanced data transformation methods. You can decode ClickBank encoded data, strip HTML tags, and convert text to different encoded formats like MD5 and SHA1.

For example, to strip HTML tags, select the ‘Strip HTML Text’ method in Pabbly Connect and input your data. Click on ‘Save and Send Test Request’ to get the cleaned data. The platform allows for easy manipulation of data to fit your needs.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.


In conclusion, using Pabbly Connect and its Data Transformer feature enables you to effectively manage and transform data from various applications. By following the steps outlined in this tutorial, you can streamline your workflow and ensure your data is in the desired format for your needs.

Integrate Elementor with Zoho CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead creation in Zoho CRM from Elementor form submissions using Pabbly Connect. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin, access Pabbly Connect by visiting the official website. You can do this by typing the URL in your browser. Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in.

After signing in, you will be directed to the dashboard of Pabbly Connect. This dashboard displays your existing workflows and allows you to create new ones. To start your integration process, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow appropriately, such as ‘Create Zoho CRM Lead from Elementor Form Submission’ and select a folder to save it.


2. Setting Up the Trigger with Elementor

In this step, you will set up the trigger for your workflow using Elementor forms. Select ‘Elementor’ as your trigger application within Pabbly Connect. The trigger event to choose is ‘New Form Submission’. This event will initiate the workflow whenever a new form is submitted.

  • Select ‘Elementor’ as the trigger application.
  • Choose ‘New Form Submission’ as the trigger event.
  • Copy the provided webhook URL for connecting Elementor with Pabbly Connect.

After copying the webhook URL, navigate to your WordPress site where Elementor is installed. Create a new form or edit an existing one. In the form settings, look for the ‘Actions After Submit’ section and select ‘Webhooks’. Paste the copied webhook URL to connect the form to Pabbly Connect.


3. Testing the Elementor Connection

Once you have set up the webhook in your Elementor form, it’s time to test the connection. Go back to Pabbly Connect and you will see that it is waiting for a webhook response. To test this, fill out the Elementor form with dummy data and submit it.

Upon submission, check Pabbly Connect to see if the response has been captured. You should see the details you entered in the form such as first name, last name, email, and contact number. This confirms that the Elementor form is successfully sending data to Pabbly Connect.


4. Setting Up the Action to Create a Zoho CRM Lead

Now that your trigger is set up and tested, the next step is to configure the action in Pabbly Connect to create a new lead in Zoho CRM. Select ‘Zoho CRM’ as your action application. The action event you need to choose is ‘Insert or Update Record’.

Click on ‘Connect’ and choose to add a new connection. You will be prompted to enter your Zoho CRM domain name, which can be found in the URL of your Zoho account. After entering the domain, click on ‘Save’ to establish the connection. You will need to grant Pabbly Connect permission to access your Zoho account.

  • Select ‘Insert or Update Record’ as the action event.
  • Connect to your Zoho CRM account by entering the domain name.
  • Map the fields from Elementor to the corresponding fields in Zoho CRM.

After mapping the necessary fields such as first name, last name, email, and contact number, click on ‘Save and Send Test Request’ to create the lead. If successful, you will receive a confirmation response from Zoho CRM.


5. Verifying Lead Creation in Zoho CRM

The final step is to verify that the lead has been created in your Zoho CRM account. Go to your Zoho CRM dashboard and navigate to the leads section. Refresh the page to see if the new lead appears with the details you submitted through the Elementor form.

If the lead is visible, it confirms that the integration between Elementor and Zoho CRM through Pabbly Connect is successful. You can repeat the form submission process to test with different data and ensure the automation works seamlessly.

This integration allows you to automate lead generation, saving time and reducing manual entry errors. With Pabbly Connect, you can set up similar workflows to connect various applications effortlessly.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead creation in Zoho CRM from Elementor form submissions. By following the steps outlined, you can streamline your lead management process effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrate Facebook Lead Ads with Google Sheets Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Google Sheets using Pabbly Connect to automate your lead management process effortlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Facebook Lead Ads Integration

To start integrating Facebook Lead Ads with Google Sheets, access Pabbly Connect. First, open a new tab and search for Pabbly Connect. If you don’t have an account, sign up for free, which takes just two minutes. If you already have an account, simply log in to access the dashboard.

Once logged in, click on the ‘X Now’ button to navigate to the workflow section. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Add Gaming Business Leads to Google Sheets,’ and choose a folder to save it.


2. Configuring Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application. You will then need to choose the trigger event, which in this case is ‘New Lead Instant.’ Click on ‘Connect’ and then ‘Add New Connection’ to link your Facebook account.

  • Select your Facebook page that contains the lead ads.
  • Choose the lead generation form you created, such as ‘New Lead Form.’
  • Ensure your lead form is live before generating a sample submission.

After setting this up, click on ‘Save and Send Test Request.’ This will wait for a web response, which you will generate by previewing your Facebook lead form and filling it out with dummy details. Once the test is successful, you will see the lead details in Pabbly Connect.


3. Mapping Lead Details in Pabbly Connect

After generating the lead details, you now need to map these details to your Google Sheets in Pabbly Connect. This involves selecting Google Sheets as your action application. The action event should be set to ‘Add New Row.’ Connect your Google account by clicking on ‘Add New Connection’ and allowing access to your Google Sheets.

Next, select the spreadsheet where you want to store your leads. For instance, if your spreadsheet is named ‘Facebook Leads,’ select it and choose ‘Sheet 1’. You will now map the lead details such as full name, email, and phone number to the corresponding columns in the Google Sheet.

  • Map the full name from the lead details to the Full Name column in Google Sheets.
  • Map the email to the Email column.
  • Map the phone number to the Phone Number column.

Finally, click on ‘Save and Send Test Request’ to check if the details are added successfully to your Google Sheet.


4. Testing the Integration Between Facebook Lead Ads and Google Sheets

With the mapping complete, it’s time to test the integration using Pabbly Connect. Go back to your Facebook lead form and create a new lead by filling out the form again with dummy details. After submission, return to Pabbly Connect to check if the new lead details appear correctly in your Google Sheet.

To ensure everything is functioning as expected, refresh your Google Sheet. You should see the newly added row containing the details of the dummy lead. This confirms that the integration between Facebook Lead Ads and Google Sheets is working seamlessly via Pabbly Connect.

If the lead details are not appearing, double-check your mapping and ensure that the trigger is set correctly. Adjusting these settings can resolve any issues you may encounter.


5. Finalizing Your Pabbly Connect Workflow

After successful testing, your workflow is now complete within Pabbly Connect. You have successfully created an automation that captures new leads from Facebook Lead Ads and adds them to Google Sheets. This integration saves time and streamlines your lead management process.

To summarize, you set up Facebook Lead Ads as the trigger, mapped the lead details, and configured Google Sheets as the action. This workflow allows for real-time updates of your lead data, ensuring you never miss an opportunity.

Feel free to explore more integrations with Pabbly Connect to automate other processes in your business. If you have any questions or need assistance, Pabbly Connect support is available to help you.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook Lead Ads with Google Sheets. This process automates lead management, ensuring your leads are captured efficiently and accurately.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Google Sheets with Moxy Using Pabbly Connect

Learn how to integrate Google Sheets with Moxy using Pabbly Connect for seamless contact management. Follow our detailed tutorial for step-by-step guidance. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the Pabbly website. If you do not have an account, you can sign up for free, which allows you to use the platform’s automation features.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. Here, you can create workflows that connect Google Sheets with Moxy, allowing for automated contact management.


2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow, such as ‘Create Moxy Contact from Google Sheets’, and select a folder to save it.

  • Click ‘Create’ to proceed.
  • You will see two boxes: Trigger and Action.
  • Set up the Trigger first, which will be Google Sheets.

After setting the trigger, you will configure the action to create a new contact in Moxy. This setup enables the automation of contact creation whenever a new row is added to Google Sheets.


3. Configuring Google Sheets as the Trigger

In the trigger setup, search for Google Sheets and select it. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new row is added.

Next, you will need to connect Google Sheets to Pabbly Connect. Copy the provided webhook URL, which serves as a bridge between the two applications. Go to your Google Sheets, navigate to Extensions, and then to Add-ons to install the Pabbly Connect Webhooks add-on.


4. Setting Up the Webhook in Google Sheets

Once the Pabbly Connect Webhooks add-on is installed, go to Extensions and select Pabbly Connect Webhooks, then click on ‘Initial Setup’. Here, paste the copied webhook URL into the designated field. using Pabbly Connect

Designate the trigger column, which should be the last data entry column in your sheet. For instance, if column D is your final data column, fill that in. Click on ‘Send Test’ to ensure that the setup works correctly.

  • If the test is successful, click ‘Submit’.
  • Return to Pabbly Connect and check the response.

After verifying the response, the trigger from Google Sheets is successfully configured, and you can now proceed to set up the action.


5. Configuring Moxy as the Action Application

For the action application, search for Moxy in Pabbly Connect and select it. Choose ‘Create Contact’ as the action event. You will need to connect Moxy with Pabbly Connect by providing the X API key and base URL from Moxy’s integration settings.

After entering the API key and base URL, click ‘Save’ to establish the connection. Next, map the contact details from Google Sheets to the corresponding fields in Moxy. This mapping ensures that the information is transferred accurately.

Fill in the first name, last name, email, and phone number. Click on ‘Save and Test Request’ to finalize the process.

After testing, you can verify in Moxy that the new contact has been created with the details from Google Sheets. This confirms that the integration is working as intended.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Google Sheets with Moxy for seamless contact management. By following the steps outlined, you can automate the creation of contacts in Moxy based on new entries in Google Sheets, enhancing your workflow efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Lead with Trigger Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Lead with Trigger Using Pabbly Connect to automate WhatsApp messages for gaming business leads. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


1. Setting Up Facebook Lead Ads for Your Gaming Business

To start the integration, we will focus on the Lead application by creating a Facebook Lead Ads campaign. This is essential for capturing leads for your gaming business.

Navigate to your Facebook page and set up a new ad campaign specifically for lead generation. Ensure your ad targets the right audience to maximize engagement. Follow these steps for setup:

  • Select your Facebook page for the gaming business.
  • Choose the objective as ‘Lead Generation’.
  • Create a lead form with fields for full name, email, and phone number.

After setting up the lead form, ensure it is live and ready to capture leads. This will allow the integration with the Trigger application to function effectively.


2. Creating Integration with Make for Automated Messaging

The next step involves using Make to create an integration that connects Facebook Lead Ads with WhatsApp for sending automated messages. This is crucial for engaging your leads promptly.

Log into your Make account and follow these steps to create a new workflow:

  • Click on ‘Create Workflow’ to start a new integration.
  • Select Facebook Lead Ads as the trigger application.
  • Choose ‘New Lead’ as the trigger event.

Once the trigger is set, connect your Facebook account to Make, allowing it to access lead data. This connection is vital for the automation process.


3. Mapping Lead Details for WhatsApp Messaging

After establishing the trigger, we will map the lead details to ensure that the correct information is sent via WhatsApp. This involves configuring the action step in Make. using Pabbly Connect

Set the action application to WhatsApp and choose the ‘Send Template Message’ action. Here are the steps to follow:

Connect WhatsApp to Make using the API endpoint and access token. Select the WhatsApp number to which the message will be sent. Map the lead’s phone number from the Facebook lead data.

By mapping these details, you ensure that each lead receives personalized information about your gaming business, enhancing engagement.


4. Sending Automated WhatsApp Messages to Leads

Now that the mapping is complete, the final step is to send the automated WhatsApp messages to your leads. This is where the integration truly shines. using Pabbly Connect

Using the mapped details, you will send a pre-defined template message to new leads. Follow these steps:

Choose the template for your WhatsApp message. Ensure the template includes dynamic fields like the lead’s name. Click ‘Save and Send Test’ to verify the setup.

Upon successful execution, leads will receive a WhatsApp message with details about pre-orders and your newly launched game, ensuring timely communication.


5. Conclusion: Seamless Integration of Lead with Trigger

Integrating Lead with Trigger using Make allows you to automate communications effectively. By following the steps outlined, you can enhance your engagement with leads.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

This integration not only saves time but also ensures that your leads are promptly informed about your gaming business offerings. Implement this integration today for a seamless workflow.

Integrating WooCommerce with Zoho Books Using Pabbly Connect

Learn how to automate the process of creating Zoho Books items from WooCommerce products using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start automating your workflow, access Pabbly Connect by entering its URL in your browser. This platform enables seamless integration between various applications, such as WooCommerce and Zoho Books.

On the homepage, you will see options to sign in or sign up. Existing users can click on ‘Sign In,’ while new users should select ‘Sign Up for Free’ to create an account. Upon signing up, you will receive 100 free tasks each month to explore the features of Pabbly Connect.


2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner.

  • Provide a name for your workflow, such as ‘Create an Item in Zoho Books When New WooCommerce Product is Created’.
  • Select a folder for organization, like ‘Test Integrations’.
  • Click on ‘Create’ to proceed.

Once you create the workflow, you will see two windows: Trigger and Action. In this case, WooCommerce will be the trigger application, and Zoho Books will be the action application, allowing you to automate the creation of items in Zoho Books whenever a new product is added in WooCommerce.


3. Setting Up the WooCommerce Trigger

In the trigger section of your workflow, select WooCommerce as the trigger application. Next, choose the trigger event, which will be ‘New Product Created’. This event initiates the workflow whenever a new product is added to your WooCommerce store.

Upon selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting WooCommerce with Pabbly Connect. Copy this URL and proceed to your WooCommerce settings.

  • Go to WooCommerce settings and select ‘Advanced’.
  • Click on ‘Webhooks’ and then ‘Add Webhook’.
  • Fill in the required details, including a name and the webhook URL you copied from Pabbly Connect.

After saving the webhook, return to Pabbly Connect to capture the response from WooCommerce.


4. Testing the Integration with a New Product

To test the integration, you need to create a new product in your WooCommerce store. Go to the product section and select ‘Add New’. Fill in the product details, such as name, price, and description.

Once you publish the new product, go back to Pabbly Connect and click on ‘Recapture Webhook Response’. This action will capture the details of the newly created product, allowing you to use this information in the next step.

Make sure to include all necessary product details such as name and price. Check for the response in Pabbly Connect to ensure successful integration.

After capturing the response, you can proceed to set up the action step in your workflow.


5. Creating an Item in Zoho Books

In the action section of your workflow, select Zoho Books as the action application. Choose the action event ‘Create Item’ to automate the process of adding a new item in Zoho Books based on the WooCommerce product details.

When prompted, connect your Zoho Books account to Pabbly Connect. You will need to provide your domain name, which can be found in the URL of your Zoho Books account. After granting permissions, you will be able to map the product details captured from WooCommerce to the required fields in Zoho Books.

Map the item name, description, SKU, and price from the WooCommerce response. Ensure that all mapped fields correspond correctly to avoid errors.

After mapping the details, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message indicating that the item has been added to Zoho Books.


Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating Zoho Books items from new WooCommerce products. By following these steps, you can streamline your workflow and ensure that your inventory is always updated across platforms.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Create a Basic Chatbot using WhatsApp Cloud API with Pabbly Connect

Learn how to create a basic chatbot using WhatsApp Cloud API and Pabbly Connect. Follow this step-by-step guide for seamless WhatsApp automation. 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 WhatsApp Automation

To create a basic chatbot using WhatsApp Cloud API, the first step is accessing Pabbly Connect. This platform enables seamless integration between various applications, including Google Sheets and WhatsApp.

Start by visiting the Pabbly Connect website and signing up for a free account. If you’re an existing user, simply log in to your dashboard. Once logged in, click the blue button to create a new workflow and give it a name like ‘Create a Chatbot in WhatsApp’.


2. Setting Up Google Sheets with Pabbly Connect

The next step involves setting up Google Sheets, where your customer data will be stored. In this automation, Pabbly Connect will facilitate the connection between Google Sheets and WhatsApp Cloud API.

To integrate Google Sheets, use the Pabbly Connect Webhooks add-on. Here’s how to set it up:

  • Open your Google Sheets and go to Extensions, then Add-ons, and get the Pabbly Connect Webhooks add-on.
  • Once installed, navigate to the add-on and select Initial Setup.
  • Copy the Webhook URL from Pabbly Connect and paste it into the designated field in Google Sheets.

After setting the trigger column, click on the Send Test button to ensure the connection works. Once test data is sent successfully, Pabbly Connect will be ready to capture data from Google Sheets.


3. Sending Messages via WhatsApp Cloud API

After setting up Google Sheets, the next step is to send messages using the WhatsApp Cloud API. This is where Pabbly Connect plays a crucial role in automating the message delivery process.

To send messages, select the WhatsApp Cloud API application in Pabbly Connect and choose the action event ‘Send Template Message’. Connect your WhatsApp Cloud API account by providing the required credentials, including the phone number ID and access token.

  • Copy the phone number ID from your WhatsApp Cloud API account and paste it into Pabbly Connect.
  • Select the template you created for sending messages.
  • Map the recipient’s mobile number from the data captured in Google Sheets.

Once everything is set up, click the Send Test button to verify that the message is sent successfully to the customer’s WhatsApp number.


4. Creating a Chatbot Workflow with Pabbly Connect

Now, let’s create a chatbot workflow that responds to user messages. This will involve setting up another workflow in Pabbly Connect to handle incoming messages from WhatsApp.

Start by creating a new workflow and selecting the WhatsApp Cloud API as the trigger event for incoming messages. Copy the Webhook URL provided by Pabbly Connect and paste it into your WhatsApp Cloud API configuration.

Set the Webhook URL in the configuration settings of WhatsApp Cloud API. Verify the token to ensure the connection is established. Subscribe to the messages webhook feed to start receiving notifications.

Once you’ve completed these steps, your chatbot will be ready to respond automatically to any incoming messages based on the user’s selection.


5. Defining Responses in the Chatbot Using Pabbly Connect

The final step is to define the specific responses your chatbot will send based on user input. Using Pabbly Connect, you can create a lookup table to manage different responses for different user selections.

In the Pabbly Connect workflow, add a Lookup Table action event to define the scenarios based on the user’s reply (1, 2, or 3). Map the user’s response to the corresponding offer details.

Create entries in the lookup table for each possible user response. Map the lookup key to the user’s input from WhatsApp. Set a fallback value for unrecognized inputs.

Finally, connect the WhatsApp Cloud API again to send the appropriate response based on the lookup table results. This completes the chatbot setup, allowing it to respond dynamically to customer inquiries.


Conclusion

In this tutorial, we’ve demonstrated how to create a basic chatbot using WhatsApp Cloud API and Pabbly Connect. This automation allows you to send personalized messages and engage with customers effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

How to Integrate Elementor Form Responses with Google Sheets Using Pabbly Connect

Learn how to seamlessly integrate Elementor form responses into Google Sheets using Pabbly Connect. Follow our step-by-step guide for automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


Setting Up Pabbly Connect for Elementor Form Responses

To begin integrating Elementor form responses into Google Sheets, we will use Pabbly Connect. First, access the Pabbly Connect dashboard by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can quickly sign up for free.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for integrating Elementor with Google Sheets. Click the ‘Create Workflow’ button and name your workflow something descriptive like ‘Elementor Form Responses to Google Sheets’. After naming it, click ‘Create’ to proceed.


Configuring the Trigger with Elementor

In this step, we will configure the trigger using Pabbly Connect to capture responses from Elementor forms. Select Elementor as the trigger application and choose ‘New Form Submission’ as the trigger event. This event will activate the workflow each time a new form is submitted.

Copy the webhook URL provided by Pabbly Connect. Next, open your Elementor form settings. For each form you have (e.g., contact form and new form), click on the pencil icon to edit, then navigate to ‘Actions After Submit’. Click the plus icon to add a new action, select ‘Webhook’, and paste the copied URL. Ensure that you click ‘Update’ to save your changes.


Creating the Action Step in Google Sheets

Now that the trigger is set up, we will move on to creating the action step that sends the data to Google Sheets using Pabbly Connect. Start by adding a new action step and selecting Google Sheets as the action application. Choose the action event ‘Add New Row’ which allows us to insert data into our Google Sheets.

Connect your Google Sheets account to Pabbly Connect. Upon successful connection, select the spreadsheet where you want to store the data. In this case, it will be the ‘Elementor Form Submission’ spreadsheet. Choose the appropriate sheet (e.g., ‘Contact Form’) where the data will be added. Now, map the fields from the Elementor form responses to the corresponding columns in Google Sheets.

  • First Name
  • Last Name
  • Email
  • Phone Number
  • City

After mapping all required fields, click ‘Save and Test Request’ to ensure everything works correctly. You should see the data appear in your Google Sheets under the selected sheet.


Setting Up the Router for Multiple Forms

To handle multiple forms effectively, we will utilize the Router feature in Pabbly Connect. This allows us to differentiate between responses from different forms and direct them to their respective sheets in Google Sheets. Add a Router step after the trigger and set the action event to ‘Conditionally Run’.

For each route, you will need to set up a filter based on the form name. For the first route, rename it to ‘Contact Form’ and set up a filter where the label is the form name, filter type is equal to, and the value is ‘Contact Form’. Repeat the process for the second form, naming the route ‘New Form’ and setting the appropriate filter.

After setting up the filters, add action steps for both routes to send the data to their respective sheets in Google Sheets. For the ‘Contact Form’ route, select Google Sheets and map the fields just like before. Do the same for the ‘New Form’ route, ensuring that the data is directed to the correct sheet.


Testing the Integration

With the setup complete, it’s time to test the integration using Pabbly Connect. Open your Elementor forms and submit test entries for both the contact form and the new form. After submitting, return to Pabbly Connect and check for incoming webhook responses. You should see the responses captured in the dashboard.

Verify that the data for each form appears in the correct Google Sheets. The contact form responses should populate in the ‘Contact Form’ sheet, while the new form responses should go to the ‘New Form’ sheet. This confirms that your integration is functioning correctly and data is being routed appropriately based on the form source.

By using Pabbly Connect, you have successfully automated the process of sending Elementor form responses to Google Sheets, saving time and ensuring accurate data management.


Conclusion

Integrating Elementor form responses into Google Sheets using Pabbly Connect streamlines data management. This tutorial provides clear steps to automate your workflow efficiently, ensuring accurate form response tracking.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Google Sheets with Sendy Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate adding subscribers to Sendy from Google Sheets using Pabbly Connect. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with Sendy, first access Pabbly Connect by visiting the official website. You can do this by entering the URL Pabbly.com/connect in your browser. Upon reaching the homepage, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create your account. Existing users can simply sign in. Pabbly Connect offers 100 free tasks every month, allowing you to explore its features and capabilities for automating various tasks.


2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to name your workflow.

For this integration, name your workflow ‘Create Sendy Subscriber with Custom Fields from Google Sheets’ and choose a folder to save it in, such as ‘Test Integrations.’ After naming, click on ‘Create’ to proceed. This opens two windows for setting up the trigger and action for your automation.


3. Setting Up the Trigger with Google Sheets

In the trigger window, select Google Sheets as your application. The trigger event should be set to ‘New or Updated Spreadsheet Row.’ This ensures that every time a new row is added to your Google Sheet, the automation will trigger.

After selecting the trigger event, you will receive a webhook URL. Copy this URL, as you will need it for connecting Google Sheets to Pabbly Connect. Go to your Google Sheet, click on Extensions, then Add-ons, and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

  • Install the Pabbly Connect Webhooks add-on.
  • Open the add-on and go to Initial Setup.
  • Paste the copied webhook URL and set the trigger column to the last data entry column.

After completing the setup, send a test to ensure the connection is established successfully. Once confirmed, you will see the response details in Pabbly Connect, including subscriber information.


4. Setting Up the Action with Sendy

Now that your trigger is set, it’s time to configure the action. In the action window, select Sendy as your application and choose the action event ‘Add Subscriber.’ Click on connect and select ‘Add New Connection’ to establish a connection with your Sendy account.

You will need to provide your Sendy URL and API key. To find these details, log into your Sendy account, copy the URL up to Sendy, and ensure no trailing slash is included. Then, go to the settings section in Sendy to retrieve your API key and paste it into Pabbly Connect.

  • Enter the Sendy URL without a trailing slash.
  • Paste the API key from your Sendy account.
  • Click on Save to connect.

Once connected, map the fields from the Google Sheets response to Sendy, including subscriber name, email, country code, and custom fields such as mobile number. This mapping ensures that each new subscriber is added with the correct information.


5. Testing the Integration

After setting up the action, it’s crucial to test the integration to ensure everything works seamlessly. Click on ‘Send Test Request’ in Pabbly Connect to verify that the subscriber is added correctly in Sendy. Once you receive a positive response, check your Sendy account to confirm the new subscriber is listed.

To finalize the integration, go back to your Google Sheets, click on Extensions, and select ‘Send on Events’ from the Pabbly Connect add-on. This ensures that every time a new row is added, the data will be sent to Pabbly Connect automatically.

Test the integration by adding a new subscriber’s details in your Google Sheet, and check Sendy to see if the new subscriber appears with all the mapped information. This confirms that your automation is working as intended.


Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding subscribers from Google Sheets to Sendy. By following these steps, you can efficiently manage your subscriber list with custom fields, enhancing your email marketing efforts.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.