Author: Rajpal Tomar

Learn how to automate adding new payment details from Classplus to Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Classplus and Google Sheets Integration

To automate adding new payment details from Classplus to Google Sheets, you need to set up Pabbly Connect. First, create a free account on Pabbly Connect by following the sign-up link provided in the description. This process takes just a couple of minutes.

Once your account is ready, you can create a new automation workflow. Name this workflow something like ‘Classplus to Google Sheets’ to keep it organized. This workflow will serve as the backbone for your integration, linking Classplus and Google Sheets through Pabbly Connect.

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2. Configuring the Trigger in Pabbly Connect

The first step in your workflow is to configure the trigger. In Pabbly Connect, select Classplus as your trigger application and choose ‘New Purchase’ as the trigger event. This setup will ensure that every time a new payment is received on Classplus, it triggers the workflow.

• Select Classplus as the trigger application.
• Choose ‘New Purchase’ as the trigger event.
• Copy the provided webhook URL.

After selecting the trigger event, you will receive a webhook URL. This URL needs to be added to your Classplus account. Contact your Classplus account manager or support team for assistance in integrating this webhook URL. Once added, Pabbly Connect will start receiving data whenever a new payment occurs.

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3. Mapping Data from Classplus to Google Sheets

After setting up the webhook, the next step in Pabbly Connect is to map the data received from Classplus to Google Sheets. Once you receive a response from Classplus, you will see various details such as customer name, email, and purchase price.

In the action step of your workflow, select Google Sheets as the action application and choose ‘Add New Row’ as the action event. This action will allow you to add the payment details from Classplus directly to your Google Sheets.

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect your Google Sheets account to Pabbly Connect.

Once connected, select the spreadsheet where you want to store the payment details. You will see all the columns from your chosen spreadsheet, allowing you to map the respective fields from Classplus to Google Sheets seamlessly.

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4. Finalizing the Integration and Testing

With the data mapped, the next step is to finalize the integration in Pabbly Connect. For each field in your Google Sheets, you will need to map the corresponding data from the Classplus response. For instance, you can map customer ID, name, email, and purchase price.

After completing the mapping, click on the ‘Save and Send Test Request’ button. This action will send a test entry to your Google Sheets to verify that everything is working correctly. If the test is successful, you will see a new row added in your specified Google Sheet.

Check your Google Sheets to confirm that the new payment details have been added correctly. This verification is crucial to ensure that the integration through Pabbly Connect is functioning as intended.

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5. Conclusion

In conclusion, automating the addition of new payment details from Classplus to Google Sheets using Pabbly Connect is straightforward. By following the steps outlined, you can ensure that every payment is logged automatically, saving you time and effort.

This integration not only streamlines your workflow but also enhances your data management capabilities. With Pabbly Connect, you can easily connect various applications and automate repetitive tasks efficiently.

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Learn how to send Asana tasks using API by Pabbly Connect. Follow this detailed tutorial to automate task notifications on Discord. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect for Asana Integration

To send Asana tasks using API by Pabbly, start by accessing Pabbly Connect. This platform allows you to automate task notifications effectively. First, navigate to Pabbly’s website and either sign in or sign up for a new account.

Once logged in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. Here, you can create workflows that integrate various applications. In this case, you will be integrating Asana and Discord using API by Pabbly.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you will create a new workflow to send Asana task details to Discord. Click the ‘Create Workflow’ button and name it ‘Send Asana Task Using API by Pabbly’. Select the appropriate folder for organization.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Set Asana as your Trigger application.

By setting up your trigger first, you ensure that the workflow activates whenever a new task is created in Asana. This integration is done seamlessly through Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger, select Asana and choose the event ‘New Task in Project’. This specifies that the workflow should trigger whenever a new task is added to a specified project in Asana.

Next, click on the ‘Connect’ button to link your Asana account with Pabbly Connect. Once connected, select the project where you want to monitor new tasks. This allows Pabbly Connect to pull the necessary information from Asana.

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4. Mapping Asana Task Details in Pabbly Connect

After setting the trigger, you will need to create a new task in Asana to test the connection. Go to Asana, create a task named ‘Meeting’ with a description, priority, status, and due date. Then, click on ‘Create Task’ to finalize it.

Return to Pabbly Connect and click on ‘Save and Test Request’. This will retrieve the details of the task you just created, confirming that the trigger is working properly. You should see the task name, description, due date, and project name in the response.

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5. Sending Task Details to Discord Using Pabbly Connect

Now, set up the Action step in your workflow by selecting API by Pabbly. Choose the action event ‘Execute API Request’. This will allow you to send the task details to a Discord channel.

In the API setup, use the POST method and provide the API endpoint URL from Discord. Map the task details from the Asana trigger response to create a message format that includes the task name, description, due date, and project name. Finally, click on ‘Save and Test’ to send the message to your Discord channel.

Once the test is successful, you will see the message appear in your Discord channel, confirming that the integration is working effectively. This showcases the power of Pabbly Connect in automating your workflows.

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Conclusion

This tutorial demonstrated how to send Asana tasks using API by Pabbly Connect. By following these steps, you can automate notifications and streamline your workflow between Asana and Discord effectively. Using Pabbly Connect simplifies the integration process and enhances productivity.

Learn how to integrate Typeform with Systeme.io to create contacts automatically using Pabbly Connect. Step-by-step tutorial with detailed instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

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1. Accessing Pabbly Connect for Integration

To create Systeme.io contacts on Typeform submission, you first need to access Pabbly Connect. This platform enables seamless integration between Typeform and Systeme.io, automating your workflow efficiently.

Log in to your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, navigate to the dashboard where you can begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

To set up a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button in the top right corner. Name your workflow ‘Create Systeme.io Contacts on Typeform Submission’ and save it in the designated folder for Typeform to Systeme.io automation.

• Click on ‘Create Workflow’
• Name your workflow
• Select the folder for saving the workflow

After saving, you will see the screen where you can set up the trigger and action for your automation. The trigger will be Typeform, and the action will be Systeme.io.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action in Pabbly Connect. Choose Typeform as your trigger application, and select ‘New Entry’ as the trigger event. This means the workflow will start whenever there is a new submission in Typeform.

Next, select Systeme.io as your action application and choose ‘Create a New Contact’ as the action event. This setup ensures that every new Typeform submission will automatically create a contact in your Systeme.io account.

• Select Typeform as the trigger application
• Choose ‘New Entry’ as the trigger event
• Select Systeme.io as the action application
• Choose ‘Create a New Contact’ as the action event

This configuration sets the stage for the automation process, allowing data to flow from Typeform to Systeme.io seamlessly through Pabbly Connect.

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4. Connecting Typeform and Systeme.io with Pabbly Connect

Now it’s time to connect Typeform with Pabbly Connect. Click on the connect button next to Typeform and authorize the connection by accepting the permissions. Once connected, select the specific form you want to use from Typeform.

For the test submission, fill out the Typeform contact form with necessary details like first name, last name, email, and country code. Submit the form to allow Pabbly Connect to capture this data.

Authorize Typeform connection Select the form from Typeform Fill in the test submission details

After submitting the form, return to Pabbly Connect to see the captured response, confirming that the integration is set up correctly.

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5. Finalizing the Integration to Create Contacts

With the data captured from Typeform, you can now create a contact in Systeme.io. Click on the connect button next to Systeme.io and enter the API key from your Systeme.io account. This API key is essential for authenticating the connection.

Map the fields from the Typeform response to the corresponding fields in Systeme.io. This ensures that every new submission is accurately reflected in your Systeme.io contacts. Once mapping is complete, click on ‘Save and Send Test Request’ to finalize the integration.

Enter your Systeme.io API key Map Typeform fields to Systeme.io fields Click ‘Save and Send Test Request’ to complete

Once the test is successful, you will see the new contact created in your Systeme.io account. This confirms that Pabbly Connect has successfully automated the process of creating contacts based on Typeform submissions.

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Conclusion

In this tutorial, we have explored how to create Systeme.io contacts on Typeform submission using Pabbly Connect. This integration allows you to automate your workflow seamlessly, ensuring that every new submission is captured and reflected in your Systeme.io contacts efficiently.

Learn how to integrate Typeform and BunnyDoc using Pabbly Connect to automate signature requests on form submissions. 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

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1. Setting Up Pabbly Connect for Typeform and BunnyDoc Integration

To send a BunnyDoc document for signature on Typeform submission, you need to set up Pabbly Connect. This platform allows you to automate the process between Typeform and BunnyDoc. Start by signing into your Pabbly Connect account or create a new one if you haven’t yet.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. Name your workflow something relevant, for example, ‘Send BunnyDoc Document for Signature on Typeform Submission.’ Save this workflow in a dedicated folder for easy access.

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2. Configuring Typeform as the Trigger Application in Pabbly Connect

In this section, you will configure Typeform as the trigger application in Pabbly Connect. The trigger event will be set to ‘New Entry,’ which means the workflow will activate upon receiving a new form submission. Select Typeform from the application list and confirm the trigger event.

• Search for Typeform in the trigger section.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

Once connected, select the specific Typeform you want to monitor for submissions. After selecting your form, click on ‘Save and Send Test Request’ to ensure the connection works properly. This step will prepare Pabbly Connect to capture incoming submission data.

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3. Establishing BunnyDoc Connection in Pabbly Connect

The next step involves connecting BunnyDoc as the action application in Pabbly Connect. Here, you will set the action event to ‘Send Signature Request.’ This action will occur once the trigger from Typeform is activated.

To connect BunnyDoc, click on the ‘Connect’ button and enter your BunnyDoc API key. You can find this key in your BunnyDoc account under the settings section. Create a new API key if necessary, then copy and paste it into Pabbly Connect.

• Navigate to BunnyDoc settings and find the API section.
• Create a new API key and copy it.
• Paste the API key into Pabbly Connect and save the connection.

After establishing this connection, select the document template you wish to use for sending the signature request. You can choose a pre-created template such as the ‘Product Launch Letter’ to proceed with the automation.

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4. Mapping Data for the Signature Request in Pabbly Connect

In this section, you will map the data collected from Typeform into the BunnyDoc signature request using Pabbly Connect. This mapping ensures that the information from the form submission is correctly inserted into the document.

For instance, when setting up the title for the document, you can map the name of the person from the Typeform submission. Use the mapping feature to insert dynamic data into your message, such as the recipient’s first name and email address. This process is crucial as it personalizes the document for each submission.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to verify that the signature request is sent successfully. You should see a confirmation response indicating that the document has been sent.

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5. Conclusion

In conclusion, using Pabbly Connect to integrate Typeform and BunnyDoc allows you to automate the process of sending documents for signature seamlessly. This setup ensures that every new submission triggers a signature request, streamlining your workflow effectively.

By following the steps outlined in this tutorial, you can easily set up this integration and enhance your document management process. With Pabbly Connect, you can integrate various applications to automate numerous tasks efficiently.

Learn to automate WhatsApp messages to Facebook leads for your SaaS product using Pabbly Connect in this detailed tutorial. 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

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1. Accessing Pabbly Connect for Integration

To automate sending WhatsApp messages to Facebook leads for your SaaS product, you will first need to access Pabbly Connect. Go to the Pabbly website and sign in to your account. If you’re a new user, you can sign up for a free account, which offers 100 free tasks every month.

Once logged in, you will see the ‘All Apps’ window. Select Pabbly Connect by clicking on ‘Access Now’ to open the dashboard. Here, you can create a workflow that will facilitate the integration between WhatsApp and Facebook Lead Ads.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, to set up the automation process, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name. Enter a name like ‘Innova Tech Facebook Lead Ads to WhatsApp’ and select a folder to save this workflow.

• Choose a descriptive name for your workflow.
• Select an existing folder or create a new one for organization.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger will initiate the automation process, and the action will define what happens when the trigger is activated.

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3. Setting Up the Trigger in Pabbly Connect

For this integration, the trigger application will be Facebook Lead Ads. Click on the arrow in the trigger window to select the application. Choose ‘Facebook Lead Ads’ as the trigger application and select ‘New Lead’ as the trigger event. This means every time a new lead is generated, Pabbly Connect will capture the response.

Next, click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect. A new window will pop up, prompting you to add a new connection. Click on ‘Add New Connection’ and authorize the connection with your Facebook account. After successful authorization, select the Facebook page and lead generation form associated with your business.

• Select your Facebook page for which leads will be captured.
• Choose the lead generation form you created for your ads.
• Click ‘Save and Send Test Request’ to verify the connection.

After saving, Pabbly Connect will wait for a webhook response, indicating that the trigger setup is complete.

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4. Configuring the Action in Pabbly Connect

Now that the trigger is set, it is time to configure the action. Click on the arrow in the action window to select the action application. Choose ‘WhatsApp Cloud API’ as the action application and select ‘Send Template Message’ as the action event. This configuration allows Pabbly Connect to send a WhatsApp message to the lead captured from Facebook.

Click on ‘Connect’ to authorize WhatsApp Cloud API with Pabbly Connect. A new window will appear, prompting you to add a new connection. Enter the required details such as the token, mobile number ID, and WhatsApp business account ID, which you can retrieve from your API setup.

Copy the temporary access token from your WhatsApp Cloud API. Paste the mobile number ID and WhatsApp business account ID as well. Click ‘Save’ to complete the connection setup.

After saving, select your message template and the recipient’s mobile number. Map the data from the previous trigger step to ensure the WhatsApp message is sent correctly.

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5. Testing the Integration in Pabbly Connect

With the integration configured, it’s time to test it. Submit a test lead through the Facebook Lead Ads testing tool. After submitting, return to Pabbly Connect to check if the lead response has been captured successfully. You should see the details of the lead, including the name, email, and phone number.

If the data is captured, proceed to send the test message using the WhatsApp Cloud API. Replace any dummy mobile numbers with your actual WhatsApp number so that you can receive the message. Click on ‘Save and Send Test Request’ to trigger the WhatsApp message.

Make sure to check your WhatsApp for the message. Confirm that the message template sends the correct information. Repeat the test if necessary to ensure functionality.

Once confirmed, you have successfully set up the automation between Facebook Lead Ads and WhatsApp using Pabbly Connect. This integration will now automatically send WhatsApp messages to new leads generated through your Facebook ads.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send automated WhatsApp messages to Facebook leads for your SaaS product. By following the steps outlined, you can seamlessly integrate these platforms and enhance your lead communication.

Learn how to integrate BunnyDoc with Airtable using Pabbly Connect. This step-by-step tutorial covers every detail for seamless automation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process using Pabbly Connect, first, you need to access your Pabbly Connect account. If you are an existing user, simply sign in. New users can click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month.

Once you are logged in, navigate to the applications page and click on Pabbly Connect. This will direct you to your dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner to get started.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow for adding signed document details from BunnyDoc to Airtable using Pabbly Connect. When prompted, name your workflow, for example, ‘ADD Signed Document Details from BunnyDoc to Airtable’. Select the folder where you want to save this workflow and click ‘Create’.

This action will take you to a new window where you can set up the trigger and action applications. The trigger application will be BunnyDoc, and the action application will be Airtable. Here’s how to set it up:

• Select BunnyDoc as the trigger application.
• Choose the trigger event as ‘Signature Request Signed’.
• Select Airtable as the action application.
• Set the action event to ‘Create New Record’.

With these settings, your workflow is now configured to respond whenever a document is signed in BunnyDoc.

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3. Connecting BunnyDoc to Pabbly Connect

To establish a connection between BunnyDoc and Pabbly Connect, click on the ‘Connect’ button next to the BunnyDoc setup. You will need to enter your API key from your BunnyDoc account. To find this key, go to your BunnyDoc settings, navigate to the API section, and create a new API key.

After generating the API key, copy it and paste it into the designated field in Pabbly Connect. Click ‘Save’ to establish the connection. Once connected, you can test this connection by clicking on ‘Save and Send Test Request’. This will wait for a response from BunnyDoc, which will trigger the workflow.

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4. Connecting Airtable to Pabbly Connect

Next, you will connect Airtable to Pabbly Connect. Click on the ‘Connect’ button next to the Airtable action. You will be prompted to grant access to your Airtable account. Click on ‘Grant Access’ to allow Pabbly Connect to manage your Airtable records.

Once connected, select the base name as ‘BunnyDoc Details’ and the table name as ‘Signed Details’. This setup allows Pabbly Connect to know where to send the data captured from BunnyDoc. Make sure to map the fields correctly from the BunnyDoc response to the Airtable fields:

• Map the name field from the BunnyDoc response to the Airtable name field.
• Map the email field from the BunnyDoc response to the Airtable email field.
• Map the envelope title from the BunnyDoc response to the Airtable envelope title field.

By mapping these fields, you ensure that every time a document is signed, the data is accurately recorded in Airtable.

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5. Testing the Automation

To finalize the integration process, you need to test the automation. After mapping the fields, click on ‘Save and Send Test Request’. This action will send a test record to Airtable. You should see a confirmation that the record has been successfully added.

Check your Airtable account to verify that the signed document details from BunnyDoc have been recorded. You should see the name, email, and envelope title correctly populated in the Airtable table. This confirms that your automation is functioning successfully and that Pabbly Connect has effectively facilitated the integration between BunnyDoc and Airtable.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate BunnyDoc with Airtable. By following the exact steps outlined, you can automate the process of capturing signed document details into Airtable, enhancing your workflow efficiency.

Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect in this detailed tutorial for retail and e-commerce businesses. 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

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1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you can sign up for a free account or log in if you are an existing user.

Once logged in, navigate to the dashboard where you can create a new workflow. This automation will allow you to connect Facebook Lead Ads with WhatsApp using the WhatsApp Cloud API. With Pabbly Connect, no coding skills are required to set up this integration.

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2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, for example, ‘Send Automated WhatsApp Message to Facebook Leads for E-commerce and Retail Business.’ Select a folder to save the workflow.

• Name the workflow appropriately.
• Select a folder for organization.
• Click on ‘Create’ to proceed.

Once the workflow is created, you will see two windows: one for the trigger and another for the action. Here, you will set Facebook Lead Ads as the trigger and WhatsApp Cloud API as the action to send messages automatically.

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3. Setting Up Trigger and Action in Pabbly Connect

In your new workflow, select ‘Facebook Lead Ads’ as the trigger application. Choose the trigger event as ‘New Lead Instant’ to capture leads as they come in. Click on ‘Connect’ to create a new connection with your Facebook account. using Pabbly Connect

Once connected, select the Facebook page and the lead gen form you want to use. After saving and sending a test request, you will need to submit a test lead through the Facebook Lead Ads testing tool to ensure everything is working correctly.

• Select your Facebook page.
• Choose the lead gen form you created.
• Click ‘Save and Send Test Request’ to test the connection.

Once the test lead is submitted, Pabbly Connect will capture the lead’s information, confirming that the trigger setup is successful.

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4. Connecting WhatsApp Cloud API for Sending Messages

Now, it’s time to set up the action. Select ‘WhatsApp Cloud API’ as the action application and choose the action event as ‘Send Template Message.’ Click on ‘Connect’ to create a new connection with your WhatsApp Cloud API account. using Pabbly Connect

You will need to enter your WhatsApp Cloud API credentials, including the access token, phone number ID, and WhatsApp business account ID. These details can be found in the Meta for Developers dashboard.

Copy and paste the access token. Enter the phone number ID. Input the WhatsApp business account ID.

After entering these details, click ‘Save’ to establish the connection. This allows Pabbly Connect to send WhatsApp messages automatically when new leads are generated.

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5. Sending WhatsApp Messages to Facebook Leads

With the WhatsApp Cloud API connected, you can now configure the message to be sent. Select the template you created for sending messages and map the recipient’s mobile number from the captured lead data. Ensure that the message body includes any variables you want to personalize.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to send a test message. If successful, you will see a confirmation that the message was sent, and you can check your WhatsApp for the received message.

By following these steps, you have successfully automated the process of sending WhatsApp messages to your Facebook leads using Pabbly Connect. This integration streamlines communication and enhances customer engagement for your retail and e-commerce business.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads. This integration enhances customer engagement and simplifies communication for retail and e-commerce businesses. Start using Pabbly Connect today to streamline your workflows!

Learn how to add students to ThriveCart Learn from WooCommerce orders using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WooCommerce and ThriveCart Learn Integration

To automate the process of adding students to ThriveCart Learn from WooCommerce orders, we will use Pabbly Connect. Start by signing up or logging into your Pabbly Connect account. Once you’re in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Add Students to ThriveCart Learn from WooCommerce Orders,’ and select a folder to save it in. This organization helps you manage multiple workflows efficiently.

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2. Configuring the Trigger for WooCommerce Orders

The next step involves setting up the trigger in Pabbly Connect. Select WooCommerce as your trigger application and choose the event ‘New Order Created.’ This event will initiate the workflow whenever a new order is placed.

• Select WooCommerce as the trigger application.
• Choose the event ‘New Order Created.’
• Connect WooCommerce with Pabbly Connect by copying the webhook URL provided.

After setting up the trigger, go to your WooCommerce settings in WordPress. Navigate to the Advanced Settings section, then Webhooks, and add a new webhook using the copied URL. Ensure the webhook status is set to active and the topic is set to ‘Order Created.’ Click on Save Webhook to finalize this step.

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3. Processing Order Details with Pabbly Connect

Once the webhook is set up, go back to Pabbly Connect and recapture the webhook response. This will allow you to see the data being sent from WooCommerce when an order is placed. Make sure to toggle off the simple response to get the data in an Array format, which is easier to process.

To test this, create a new order in your WooCommerce store. Fill in the customer details and complete the purchase. Once the order is created, Pabbly Connect will receive the response containing customer information and the products ordered.

• Create a new order in WooCommerce with multiple courses.
• Ensure Pabbly Connect captures the order details correctly.

The response will include customer details like name, email, and the array of products ordered. This data is crucial for adding students to ThriveCart Learn.

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4. Using Iterator to Handle Multiple Courses

In this step, we will utilize the Iterator feature in Pabbly Connect to process each product in the order. Select the Iterator application and set the action event to ‘Process Arrays.’ Connect the Iterator to the previous step and choose the line items array from the WooCommerce order response.

This will allow the workflow to handle multiple courses ordered by the student. Each product will be processed sequentially, enabling the retrieval of relevant details for each course.

After processing, you will receive the details for each product, such as product ID and pricing. This information will be used to map the courses in ThriveCart Learn later in the workflow.

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5. Adding Students to ThriveCart Learn

Finally, we will add the students to ThriveCart Learn using the details processed from the previous steps. Select ThriveCart Learn as the action application and choose the action event ‘Create New Student.’ Connect ThriveCart Learn with Pabbly Connect by providing the API key from your ThriveCart account.

Map the required fields such as the student’s email address, name, and course ID retrieved from the lookup table. This step ensures that the student is enrolled in the correct courses they purchased from WooCommerce.

After setting up the action step, click on ‘Save and Send Test Request’ to verify that the student has been added successfully. You should receive a positive response indicating that the student has been created in ThriveCart Learn.

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Conclusion

In this tutorial, we demonstrated how to integrate WooCommerce and ThriveCart Learn using Pabbly Connect. By following the steps outlined, you can automate the process of adding students to your courses seamlessly whenever a new order is placed in WooCommerce.

Learn how to seamlessly integrate Facebook Leads with Google Sheets for your biotech company using Pabbly Connect. Step-by-step tutorial included. 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

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1. Accessing Pabbly Connect for Integration

To integrate Facebook Leads with Google Sheets for your biotech company, start by accessing Pabbly Connect. Open your web browser and navigate to the Pabbly website. If you already have an account, click on the ‘Sign In’ button. New users can sign up for free to access 100 tasks monthly.

Once signed in, you will see the Pabbly dashboard. Select Pabbly Connect from the list of applications by clicking on ‘Access Now.’ This will take you to the Pabbly Connect dashboard where you can create your automation workflow.

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2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, create a new workflow to automate the lead transfer. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. Input a descriptive name, such as ‘Biop Plus Facebook Leads to Google Sheets.’ Choose a folder for organization.

• Click on the arrow to select your folder.
• After selecting the folder, click ‘Create’ to finalize your workflow.

Now that the workflow is created, you will see two sections: Trigger and Action. These are crucial for setting up the automation process. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, the Trigger will be Facebook Lead Ads.

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3. Setting Up the Trigger in Pabbly Connect

To start, you need to configure the Trigger in Pabbly Connect. Click on the arrow in the Trigger section and select ‘Facebook Lead Ads’ as your trigger application. Next, choose the trigger event, which should be set to ‘New Lead Instant.’ This means every time a new lead is generated, Pabbly Connect will capture the data.

After selecting the trigger application and event, click on ‘Connect’ to authorize Facebook Lead Ads with Pabbly Connect. A new window will open prompting you to add a new connection. Click on ‘Add New Connection’ and then select ‘Connect with Facebook Lead Ads.’ You will need to authorize access to your Facebook account.

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4. Configuring the Action in Pabbly Connect

After setting up the Trigger, now configure the Action in Pabbly Connect. Click on the arrow in the Action section and select ‘Google Sheets’ as your action application. The action event should be set to ‘Add New Row,’ allowing data from Facebook Leads to be added as a new row in your Google Sheets.

• Click ‘Connect’ to authorize Google Sheets with Pabbly Connect.
• Select the appropriate spreadsheet and sheet where the data will be stored.

For example, if your spreadsheet is named ‘Biop Plus Customer Details,’ select it and then choose the specific sheet, like ‘Sheet1,’ for data entry. Next, map the fields from Facebook Leads to the corresponding columns in Google Sheets, ensuring that the name, email, and mobile number are accurately captured.

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5. Testing the Integration with Pabbly Connect

Once the Trigger and Action are configured, it’s time to test the integration in Pabbly Connect. Generate a test lead using the Facebook Lead Ads Testing Tool. Fill in the required fields such as full name, email, and mobile number, and submit the form. After submission, return to Pabbly Connect to check if the response has been captured.

If successful, you should see the captured lead details in the Pabbly Connect interface. Finally, check your Google Sheets to confirm that the new row with the lead’s information has been added correctly. Repeat the test as needed to ensure everything is functioning smoothly.

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Conclusion

In this tutorial, we demonstrated how to integrate Facebook Leads with Google Sheets using Pabbly Connect. This automation allows your biotech company to efficiently manage leads by transferring data seamlessly into your spreadsheets. By following these steps, you can streamline your lead management process effectively.

Learn how to automate task creation in TickTick from Notion database using Pabbly Connect. Follow our detailed tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a TickTick task from a Notion database, you first need to access Pabbly Connect. This platform facilitates the automation process without requiring coding skills. Begin by visiting the Pabbly Connect homepage.

You will find options to either sign in or sign up for free. New users can create an account to explore the platform, which includes 100 free tasks every month. As an existing user, simply sign in to access your dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, you’ll see the dashboard where you can manage your workflows. To start creating, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter a descriptive name such as ‘Create TickTick Task from Notion Database’ and select a folder for organization.

• Click on ‘Create’ to initiate your workflow.
• You will see two windows for Trigger and Action.
• Select Notion for Trigger and TickTick for Action.

This setup allows you to automate the process where a new entry in Notion triggers task creation in TickTick.

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3. Setting Up the Trigger with Notion

In this step, you’ll configure the trigger application in Pabbly Connect. Select Notion as your trigger application and choose the event as ‘New Database Item’. This means every time a new item is added to your Notion database, it will trigger the workflow.

Click on ‘Connect’ to set up a new connection to your Notion account. Authorize Pabbly Connect by allowing access to your Notion pages. Once authorized, select the specific database you want to monitor, which in this case is ‘Task for Creative Team’.

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4. Configuring the Action with TickTick

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Select TickTick as your action application and choose the action event ‘Create Task’. This will create a new task in TickTick whenever a new item is detected in Notion.

Click on ‘Connect’ to establish a connection with your TickTick account. After successful authorization, you’ll need to fill in the required fields to create the task. Start by selecting the Project ID where you want the task to be added. Map the task title, description, and due date using the data received from the Notion trigger.

• Select the project ID from your TickTick account.
• Map the task title and description from the Notion response.
• Ensure the due date is formatted correctly.

This mapping will ensure that each new task is created dynamically based on the new entries in your Notion database.

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5. Testing and Finalizing Your Workflow

Once all configurations are complete, it’s essential to test your workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to check if the task is created successfully in TickTick. You should see a confirmation response indicating that the task has been added.

To verify, log into your TickTick account and check the project where the task was supposed to be created. Refresh the page, and you should see the new task listed with the details from Notion. This confirms that your automation is functioning correctly.

By following these steps, you have successfully set up an automation that creates TickTick tasks from your Notion database entries, enhancing your productivity and task management.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the creation of TickTick tasks from a Notion database. By following the steps outlined, you can streamline your workflow and manage tasks efficiently.