Author: Rajpal Tomar

Learn how to automate email notifications for successful Stripe payments for specific products using Pabbly Connect in this step-by-step tutorial. 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

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1. Accessing Pabbly Connect for Stripe and Gmail Integration

To automate email notifications for successful Stripe payments, start by accessing Pabbly Connect. This powerful integration tool enables seamless connections between Stripe and Gmail.

Navigate to the Pabbly website, where you can either sign in or create a new account. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. This is where you will set up your workflow.

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2. Creating a New Workflow in Pabbly Connect

To send emails for successful payments, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow according to your objective.

• Choose a name that reflects the purpose, such as ‘Send Email for Successful Stripe Payment’.
• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to proceed to the main workflow window.

Your new workflow will now have two main sections: Trigger and Action. The Trigger will initiate the workflow when a specific event occurs.

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3. Setting Up the Trigger for Stripe Payments

In this step, you will configure the Trigger for your workflow in Pabbly Connect. Select Stripe as your trigger application and choose the event ‘Checkout Completed’.

Next, you need to connect your Stripe account with Pabbly Connect. Copy the webhook URL provided and go to your Stripe dashboard. Under the Developers section, find the Webhooks option and add a new endpoint.

• Paste the copied webhook URL into the Endpoint URL field.
• Provide a description such as ‘Testing’.
• Select the event ‘Checkout Session Completed’ and click on ‘Add Endpoint’.

Once the endpoint is set, return to Pabbly Connect to wait for a response, which will confirm that the integration is functioning correctly.

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4. Configuring Email Notifications via Gmail

After successfully setting up the Trigger, it’s time to configure the Action in Pabbly Connect. Choose Gmail as your action application and select the event ‘Send Email’.

Connect your Gmail account by following the prompts. Once connected, you need to fill out the email details:

Map the recipient email address from the Stripe response. Set a sender name, such as ‘Pabbly Connect’. Craft an engaging email subject and content that informs customers about their successful payment.

Once all details are filled, save the action step. This will ensure that every time a successful payment is made, a personalized email will be sent automatically.

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5. Testing the Integration for Success

Now that you have set up both Trigger and Action in Pabbly Connect, it’s crucial to test the integration. Use the payment links from your Stripe account to make a test purchase for the specific products.

After completing a test payment, check your Gmail account for the automated email. Ensure that the email contains accurate details and is sent to the right address. This confirms that your integration is working as intended.

Additionally, you can create multiple routes in Pabbly Connect for different products, such as PHP and Spoken English courses. Each route can have customized email notifications based on the product purchased.

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Conclusion

In this tutorial, we explored how to automate email notifications for successful Stripe payments using Pabbly Connect. By following these steps, you can efficiently notify customers about their purchases, enhancing their experience and saving time.

Learn how to send emails for successful Stripe payments for specific products using Pabbly Connect. Follow this detailed tutorial for seamless integration with Gmail. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Overview of Pabbly Connect for Stripe and Gmail Integration

Pabbly Connect is a powerful automation tool that allows you to connect different applications seamlessly. In this tutorial, we will use Pabbly Connect to integrate Stripe and Gmail, enabling you to send emails for successful payments of specific products. This integration can save you time and effort by automating email notifications.

To get started, you need to have accounts on both Stripe and Gmail. Once you have those ready, you can easily set up the integration through Pabbly Connect. This process requires no coding skills, making it accessible for everyone.

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2. Creating a Workflow in Pabbly Connect

First, log in to your Pabbly Connect account. If you don’t have one, you can sign up for free. Once logged in, click on the ‘Access Now’ button under Pabbly Connect to access the dashboard. Here, you will create a new workflow for sending emails upon successful Stripe payments.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Send Email for Successful Stripe Payment for Specific Product’.
• Select a folder to save your workflow.

After naming your workflow, you will see two main sections: Trigger and Action. The Trigger will initiate the workflow when a payment is successful, and the Action will execute the email sending process through Gmail.

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3. Setting Up the Stripe Trigger in Pabbly Connect

To set up the trigger, select Stripe as your trigger application in Pabbly Connect. The trigger event to choose is ‘Checkout Completed’. This event will activate the workflow whenever a customer completes a payment for a specific product.

Next, you need to connect your Stripe account with Pabbly Connect. To do this, copy the webhook URL provided in the workflow setup and go to your Stripe dashboard. Navigate to the Developers section, then to Webhooks, and add a new endpoint using the copied URL.

• Click on the ‘Add Endpoint’ button.
• Paste the webhook URL and give it a description.
• Select the event as ‘Checkout Session Completed’ and click on ‘Add Endpoint’.

Once this is done, go back to Pabbly Connect and wait for the webhook response, which will confirm that your Stripe account is successfully connected.

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4. Sending Email with Gmail Action in Pabbly Connect

After setting up the trigger, it’s time to create the action that will send an email through Gmail. In Pabbly Connect, select Gmail as your action application. Choose the action event as ‘Send Email’. You will then connect your Gmail account with Pabbly Connect.

Fill in the required fields for sending the email. You will map the recipient’s email address from the Stripe trigger response. This ensures that the email is sent to the customer who made the payment. Additionally, customize the email subject and content to include relevant details about the product they purchased.

Set the sender name (e.g., ‘Pabbly Connect’). Write a subject line like ‘Welcome to Your Course!’. Compose the email body with instructions and links to the course.

Once you have completed these steps, save your action and test the workflow to ensure that emails are sent correctly upon successful payments.

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5. Testing the Integration

To test your integration, make a payment using the Stripe payment link for a specific product. You can use dummy card details to complete the payment. Once the payment is successful, check your Gmail account to see if the email was received.

If everything is set up correctly, you should receive a personalized email confirming the purchase of the product. This demonstrates how Pabbly Connect effectively automates the process of sending emails based on Stripe payment events.

Make sure to repeat this process for other specific products by creating additional routes in Pabbly Connect. This way, you can customize emails for different products, enhancing the customer experience.

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Conclusion

In this tutorial, we learned how to use Pabbly Connect to automate email notifications for successful Stripe payments for specific products. By following the steps outlined, you can efficiently send personalized emails through Gmail whenever a payment is completed. This integration saves time and ensures your customers receive timely updates.

Learn how to automate updating Zendesk ticket statuses from Slack messages using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin automating the process of updating Zendesk ticket statuses based on Slack messages, first, access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing in with your credentials. If you’re a new user, click on ‘Sign Up for Free’ to create an account, which grants you 100 free tasks monthly.

Once logged in, you will be directed to the dashboard where you can view existing workflows or create a new one. For this integration, click on the ‘Create Workflow’ option, and name it ‘Update Zendesk Ticket Status for Slack Message’. Select a folder for organization, such as ‘Slack and Zendesk Automation’.

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2. Setting Up the Trigger Event in Pabbly Connect

In this step, we will configure the trigger event in Pabbly Connect. Click on the trigger application and select ‘Slack’ as the application. For the trigger event, choose ‘New Message’. This event will activate whenever a new message is sent in Slack.

• Select ‘Add New Connection’ to connect your Slack account.
• Choose the token type as ‘Bot’ to receive channel messages.
• Click on ‘Connect with Slack’ and authorize access.

After establishing the connection, select the specific Slack channel, such as ‘Finance Team’, where the messages will be monitored. Click on ‘Save and Send Test Request’ to verify the integration. You should receive a response containing the latest message details from Slack, confirming that the setup is successful.

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3. Applying Filter Condition for Reaction

The next step in Pabbly Connect is to apply a filter that checks for specific reactions on the Slack messages. Click on ‘Add Action Step’ and select the ‘Filter’ option. This filter will ensure that the workflow proceeds only if the reaction to the message is a ‘White Check Mark’.

• Set the filter type to ‘Equal To’.
• Map the reaction received from the previous step.
• Enter ‘White Check Mark’ as the value to trigger the next step.

Click on ‘Save and Send Test Request’ to test the filter condition. If the condition is true, the workflow will continue to the next action, which is updating the Zendesk ticket status.

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4. Updating Zendesk Ticket Status Using Pabbly Connect

Now that the filter is set, we will proceed to update the ticket status in Zendesk. Click on ‘Add Action Step’ and select ‘Zendesk’ as the application. For the action event, choose ‘Update Ticket’. Establish a connection if not already done. using Pabbly Connect

Fill in the required fields to update the ticket. You will need to map the ticket ID and subject from the previous steps. Set the new status to ‘Solved’ to indicate that the task is complete. Optionally, you can add comments or tags to the ticket.

Map the ticket ID and subject dynamically. Select ‘Solved’ as the new status. Choose the ticket type and priority level.

After entering all necessary details, click on ‘Save and Send Test Request’. You will receive a confirmation that the ticket status has been updated in Zendesk. Check your Zendesk account to verify that the ticket appears in the ‘Solved’ section.

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5. Conclusion

In this tutorial, we’ve successfully demonstrated how to use Pabbly Connect to automate the process of updating Zendesk ticket statuses based on reactions in Slack messages. By following the steps outlined, you can streamline your workflow and enhance task management efficiency.

This integration allows for seamless communication between Slack and Zendesk, ensuring that your team can keep track of ticket statuses without manual intervention. With Pabbly Connect, you can easily manage various applications and automate numerous tasks to boost productivity.

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Learn how to seamlessly integrate Google Tasks with Microsoft To Do using Pabbly Connect. Follow our step-by-step tutorial for easy automation. 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. Accessing Pabbly Connect for Integration

To begin the process of integrating Google Tasks with Microsoft To Do, you first need to access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Start by visiting the homepage of Pabbly Connect.

On the homepage, you will find options to either 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. Once registered, you will have access to 100 free tasks every month to explore the features of Pabbly Connect.

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2. Creating Your Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can manage your workflows and create new ones. Click on the ‘Create Workflow’ button located in the top right corner to start.

• Provide a name for your workflow, such as ‘Create Microsoft To-Do Task from Google Task’.
• Select a folder for your workflow, like ‘Microsoft To-Do and Google Task Automation’.
• Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will see two windows: one for the trigger and the other for the action. The trigger will be Google Tasks, and the action will be Microsoft To Do. This setup is essential for the automation process to function correctly through Pabbly Connect.

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3. Setting Up Google Tasks as the Trigger

In this step, you will configure Google Tasks as the trigger application in Pabbly Connect. Search for Google Tasks in the trigger application section and select it. Next, choose the trigger event, which will be ‘New Task’. This event triggers the workflow whenever a new task is created in Google Tasks.

Click on ‘Connect’ to set up a new connection. Select ‘Add New Connection’ and sign in with your Google account. Allow Pabbly Connect the necessary permissions to access your Google account. Once connected, select the specific task list you want to monitor for new tasks.

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4. Configuring Microsoft To Do as the Action

Now that Google Tasks is set as the trigger, it’s time to configure Microsoft To Do as the action. In the action application section, select Microsoft To Do and choose the action event as ‘Create Task’. Click on ‘Connect’ to set up a new connection with your Microsoft account.

• Select ‘Add New Connection’ and sign in with your Microsoft account.
• Grant Pabbly Connect the permissions it needs to create tasks in Microsoft To Do.
• Choose the task list where the new tasks will be created.

After setting up the connection, map the task title and description from Google Tasks to Microsoft To Do. This mapping ensures that the tasks created in Google Tasks automatically populate the corresponding fields in Microsoft To Do.

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5. Testing the Integration Workflow

With both Google Tasks and Microsoft To Do configured, it’s time to test the integration workflow created with Pabbly Connect. First, create a new task in Google Tasks and provide the necessary details such as title and description.

After creating the task, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will check if the workflow captures the new task correctly. If successful, you will see the task reflected in Microsoft To Do shortly after.

For verification, check your Microsoft To Do task list to confirm that the new task appears as expected. This testing ensures that the automation is functioning correctly and that future tasks created in Google Tasks will also be added to Microsoft To Do automatically.

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Conclusion

In this tutorial, we demonstrated how to integrate Google Tasks with Microsoft To Do using Pabbly Connect. By following these steps, you can automate your task management seamlessly. This integration allows for efficient workflow management and ensures that your tasks are synchronized across platforms.

Learn how to automate tasks from Microsoft To Do to Notion using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Microsoft To Do with Notion, you need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. If you are a new user, you can sign up for free and get 100 tasks per month.

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button located in the top right corner. This is where your integration journey begins.

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2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow that connects Microsoft To Do with Notion. Start by naming your workflow, such as ‘Create Notion Item for Microsoft To Do Task’. Once named, save it in a designated folder for easy access. using Pabbly Connect

• Name your workflow appropriately.
• Choose the correct folder for organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you’ll see the trigger and action setup window. Here, you will configure Microsoft To Do as your trigger application and Notion as your action application, essential for this automation.

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3. Setting Up Trigger and Action in Pabbly Connect

To set up the integration, first, select Microsoft To Do as your trigger application. Choose the trigger event as ‘New Task’. This means that every time a new task is created in Microsoft To Do, it will trigger the action in Notion.

Next, move to the action section and select Notion. The action event will be to ‘Create Database Item’. This setup ensures that whenever a new task is created, a corresponding item will be added to your Notion database.

Make sure to connect your Microsoft To Do account with Pabbly Connect. You will need to authorize the connection by clicking on ‘Connect with Microsoft To Do’ and accepting the secure access request. Once connected, select the task list from which you want to pull the tasks.

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4. Testing the Integration Workflow

After setting up the trigger and action, it’s time to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will check if the new task is captured correctly from Microsoft To Do.

To test, create a new task in Microsoft To Do, such as ‘Social Media Marketing Idea Discussion’. Once the task is saved, return to Pabbly Connect and click the test button again. This action will verify if the task has been successfully retrieved.

• Create a new task in Microsoft To Do.
• Return to Pabbly Connect to test the connection.
• Ensure that the task appears in the test results.

Once you receive a positive response, you can proceed to format the date and time correctly for Notion.

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5. Finalizing the Setup for Notion Item Creation

In this final step, you will finalize the setup to ensure that tasks created in Microsoft To Do appear correctly in Notion. Use the ‘Date Time Format by Pabbly’ to format the date and time according to Notion’s requirements. using Pabbly Connect

After configuring the date format, map the necessary fields such as task title and description from the response received from Microsoft To Do. This mapping ensures that each new task is accurately reflected in your Notion database.

Finally, click on ‘Save and Send Test Request’ again to create the database item in Notion. If successful, you will see the new task populated in your Notion database, confirming that the integration is complete.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Notion items from Microsoft To Do tasks. This integration streamlines your workflow, ensuring that tasks are efficiently managed across both applications. By following these steps, you can enhance your productivity and keep your task management organized.

Learn how to automate adding Facebook leads to Google Sheets for your EV business using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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

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1. Accessing Pabbly Connect for Facebook Leads Integration

To integrate Facebook leads with Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and utilize 100 free tasks each month.

Once logged in, you will see the ‘All Apps’ window. Click on ‘Access Now’ under Pabbly Connect to open the dashboard. From there, you can create a workflow that will automate the process of adding Facebook leads to Google Sheets.

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2. Creating a Workflow in Pabbly Connect

To begin the automation, you need to create a workflow in Pabbly Connect. Click the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name.

• Name your workflow (e.g., ‘Modern EV Vehicles Facebook Lead Ads to Google Sheets’).
• Select a folder to save your workflow (e.g., ‘Facebook Lead Ads to Google Sheets’).
• Click ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger section will initiate the process, while the Action section will define what happens next. This setup is crucial for automating the transfer of leads.

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3. Setting Up Facebook Lead Ads as the Trigger

In this step, you will set up Facebook Lead Ads as 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 as ‘New Lead Instant’ to capture leads as they are generated.

Click on ‘Connect’ to link your Facebook Lead Ads account with Pabbly Connect. If this is your first connection, select ‘Add New Connection’. Once connected, you will need to choose the Facebook page and the lead generation form you want to use for capturing leads.

• Select your Facebook page (e.g., ‘Modern EV Vehicles’).
• Choose the lead gen form (e.g., ‘Modern EV Vehicles’).
• Click ‘Save & Send Test Request’ to verify the connection.

After saving, Pabbly Connect will wait for a webhook response, indicating that it is ready to capture the lead data from Facebook.

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4. Setting Up Google Sheets as the Action

Now, you will configure Google Sheets as the action application in Pabbly Connect. Click on the arrow in the Action section and select ‘Google Sheets’ as the action application. Choose the action event as ‘Add New Row’ to ensure that every new lead adds a row to your specified Google Sheet.

Next, click on ‘Connect’ to link your Google Sheets account. You may need to authorize access by clicking ‘Sign in with Google’ and allowing necessary permissions. After successful connection, select the spreadsheet you want to use (e.g., ‘Modern EV Vehicles Customer Details’).

Select the specific sheet within your spreadsheet (e.g., ‘Sheet1’). Map the data from the trigger to the corresponding fields in Google Sheets. Click ‘Save & Send Test Request’ to test the setup.

Upon completion, Pabbly Connect will send the lead data to Google Sheets, confirming that the integration is functioning correctly.

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5. Testing the Integration to Confirm Data Transfer

Testing the integration is crucial to ensure that everything works as expected. To do this, generate a test lead using the Facebook Lead Ads testing tool. Fill in the required details such as email, full name, and phone number, then submit the form.

After submitting the test lead, return to your Google Sheets to verify that the data has been added successfully. You should see the new lead information reflected in the selected spreadsheet.

Ensure that the data appears accurately in the designated columns. If necessary, repeat the test with different lead details to confirm consistent functionality.

If the data is captured correctly, you have successfully set up the integration between Facebook Lead Ads and Google Sheets using Pabbly Connect. This automation will save you significant time and effort in managing leads for your EV business.

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Conclusion

In this tutorial, we demonstrated how to integrate Facebook leads with Google Sheets using Pabbly Connect. By following these steps, you can automate lead management for your EV business effectively.

Learn how to integrate DigiSigner with Google Sheets using Pabbly Connect to automate document details capture effortlessly. 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 to Set Up Integration

To begin integrating DigiSigner with Google Sheets, we first need to access Pabbly Connect. This platform will serve as the central hub for our automation process.

Start by visiting the Pabbly Connect website. If you don’t have an account, you can sign up for free, which takes only a few minutes. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this task, name it ‘Add Signed DigiSigner Documents Details in Google Sheets’.

• Click on the folder selection to choose where to save your workflow.
• Select the folder named Google Sheets to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Now you will see two boxes labeled Trigger and Action. The Trigger will be set up first, which is essential for the workflow’s execution.

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3. Setting Up the Trigger with DigiSigner

The next step involves configuring the trigger in Pabbly Connect. Select DigiSigner as your trigger application. You will then need to choose a trigger event, which in this case is ‘Signature Request Completed’.

To connect DigiSigner with Pabbly Connect, copy the provided webhook URL. Then, navigate to the DigiSigner settings where you will find the API section. Scroll down to the API callback option and paste the copied webhook URL. Click on Save to update your settings.

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4. Capturing Signed Document Details

Once you have set up the trigger, it’s time to capture the signed document details. After a user signs the document, you will receive a response in Pabbly Connect. This response contains crucial information such as the document title, user email, and request message.

To view this response, return to Pabbly Connect where it will be waiting for the webhook response. You can then check the details of the signed document that have been captured automatically.

• The document title will be displayed as part of the response.
• User email addresses will also be included in the response.
• Check the message to ensure it contains the correct request details.

This step is crucial as it ensures you have all the necessary information to proceed to the next stage of the integration.

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5. Adding Details to Google Sheets

Now that you have captured the signed document details, the final step is to add these details into Google Sheets using Pabbly Connect. Click on the Action tab and choose Google Sheets as your action application. The action event will be ‘Add New Row’.

You will need to connect your Google Sheets account with Pabbly Connect. Click on ‘Connect’ and sign in to your Google account to give the necessary permissions. Once connected, select the spreadsheet named ‘Signed Document Details’ and the specific sheet where you want to add the information.

Map the document title from the DigiSigner response to the appropriate column. Map the user email to the corresponding email column. Map the request message to the request column in your Google Sheet.

After mapping these fields, click on ‘Save and Send Test Request’. You will receive a positive response indicating that the details have been successfully added to your Google Sheet. You can verify this by checking your Google Sheet to see the new row with the signed document details.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding signed DigiSigner document details into Google Sheets. By following the steps outlined, you can streamline your document management workflow efficiently.

Learn how to automate sending HubSpot deal updates to a Slack channel using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send HubSpot deal updates on a Slack channel automatically, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or creating an account if you’re a new user. This process is quick and provides you with 100 free tasks each month to explore the platform.

Once logged in, navigate to the dashboard where you can manage your workflows. Click on the Pabbly Connect option to proceed with creating your automation. This will set the stage for connecting HubSpot and Slack seamlessly.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the Pabbly Connect dashboard’s ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Send HubSpot CRM Deal Updates on Slack’ and select a folder for organization. Click on Create.

• Select HubSpot CRM as the trigger application.
• Choose the trigger event as ‘Deal Updated’.
• Click on Connect to establish a connection with HubSpot.

After connecting, you will need to select the output properties you want from HubSpot CRM. Choose properties like deal name, amount, and priority to ensure you get the necessary details in the response.

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3. Testing the HubSpot Connection in Pabbly Connect

Once you have selected the output properties, click on Save and Send Test Request. This action will fetch the latest deal updates from HubSpot CRM. It’s important to note that HubSpot has a 10-minute polling time, so ensure you have updated a deal recently to get accurate responses.

After clicking the button, navigate to your HubSpot account and update a deal. Change the deal name, amount, or priority, and save the changes. Then return to Pabbly Connect and click on Save and Send Test Request again to retrieve the updated deal information.

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4. Setting Up Slack Notification in Pabbly Connect

Now that you have successfully connected HubSpot, it’s time to set up Slack as the action application in Pabbly Connect. Click on Add Action Step and select Slack. Choose the action event as ‘Send Channel Message’.

Connect your Slack account by selecting Add New Connection. Enter the token type as Bot to allow sending messages to your Slack channel. After granting permission, select the channel where you want to send the updates, such as ‘HubSpot Deals’.

• Compose your message using mapped data from the HubSpot response.
• Include details like deal name and update date.
• Click on Save and Send Test Request to check if the message is sent successfully.

Once the test request is successful, you will see the message appear in your Slack channel, confirming that the integration works as intended.

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5. Confirming Workflow Success and Further Testing

After setting up the Slack notification, it’s essential to confirm that your workflow in Pabbly Connect is functioning correctly. To do this, update another deal in HubSpot and wait for the 10-minute polling period.

After the waiting period, check your Slack channel for the new update message. If you see the message with the updated deal details, your workflow is successfully set up. This automation allows your team to stay informed about deal updates without manual intervention.

To summarize, using Pabbly Connect, you have integrated HubSpot and Slack effectively. This automation enhances communication and ensures your team is always updated on crucial deal changes.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending HubSpot deal updates to a Slack channel. This integration streamlines communication, ensuring your team receives timely updates without manual effort.

Learn how to automate social media posts using Google Generative AI and Pabbly Connect. Step-by-step tutorial for seamless integration with Facebook and Instagram. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To create social media posts using Google Generative AI, first, access Pabbly Connect. If you are a new user, sign up for a free account, which provides you with 100 tasks per month.

After signing in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Create Social Media Post Using Google Generative AI’ and save it in a folder for better organization.

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2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, triggers and actions are essential for automation. The trigger will be Google Sheets, set to activate when a new row is added or updated. This means whenever you add a post title and image URL, the automation will start.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Set Google Generative AI as your action application.

After setting up the trigger, configure the action to generate content using Google Generative AI. This integration allows the caption for your social media post to be automatically created based on the title and image link you provide.

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3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, ensure you have the Pabbly Connect Webhooks extension installed. Go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, you will paste the webhook URL provided by Pabbly Connect.

Set the trigger column in your Google Sheet, which is the final data column. This configuration ensures that whenever you add data in this column, it will trigger the workflow in Pabbly Connect.

• Copy the webhook URL from Pabbly Connect.
• Paste the URL into the Google Sheets setup.
• Submit the configuration.

Once the connection is established, click on ‘Send on Event’ to ensure that new data is sent to Pabbly Connect whenever added. Refresh the page to finalize the setup.

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4. Generating Captions Using Google Gemini

Now that your Google Sheets is connected to Pabbly Connect, you can generate captions using Google Gemini. In the Google Generative AI action, you will need to provide an API key obtained from Google AI Studio.

After entering the API key, set up the prompt to generate a caption. For example, you can use a prompt like ‘Write a caption in 80 words on the topic of [Post Title].’ This allows you to map the title from the Google Sheets response directly into the prompt.

Select the model as Gemini Pro. Test the request to ensure the caption is generated successfully. Map the generated caption for use in subsequent actions.

This step ensures that every time a new post is created, a relevant caption is automatically generated and ready to be shared.

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5. Posting to Facebook and Instagram

With the caption generated, the next step is to post it to your social media accounts through Pabbly Connect. Start by connecting your Facebook page. In the action settings, choose Facebook Pages as your action application and select the event to create a page photo post.

Map the necessary fields such as the photo URL and description with the caption generated from Google Generative AI. This ensures that the post contains the correct image and caption without needing manual input.

Connect to your Facebook account through Pabbly Connect. Select your Facebook page from the dropdown menu. Save and send a test request to confirm the post is created.

Repeat this process for Instagram by selecting Instagram for Business as your action application. Map the same fields to ensure consistency across both platforms. Once completed, you will have successfully automated the posting process using Pabbly Connect.

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Conclusion

In conclusion, using Pabbly Connect to automate social media posts with Google Generative AI streamlines the process of content creation and sharing. By following these steps, you can efficiently generate captions and post them to platforms like Facebook and Instagram.

Learn how to automate email writing from subject lines using Google Generative AI and Pabbly Connect. Step-by-step tutorial for seamless integration. 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

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1. Accessing Pabbly Connect for Email Automation

To begin writing emails from subject lines, you need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly, specifically Airtable, Google Gemini, and Gmail.

Start by visiting the Pabbly Connect website. If you don’t have an account, sign up for free. Once you log in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard where you’ll create your workflow.

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2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button on the dashboard. Name your workflow something descriptive, like ‘Write Emails from Subject Line using Google Generative AI’ and select a folder to save it.

• Click on ‘Create’ to proceed.
• You will see two main sections: Trigger and Action.
• Select Airtable as your trigger application.

Once you set the trigger, you’ll need to specify the event, which in this case is a new record in Airtable. This setup ensures that every time a new subject line is added to Airtable, it triggers the workflow.

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3. Setting Up the Airtable Trigger in Pabbly Connect

The next step in using Pabbly Connect involves configuring the Airtable trigger. After selecting Airtable, choose the event as ‘New Record’. You will then need to connect to your Airtable account by clicking on ‘Connect’.

Follow these steps to complete the connection:

• Add a base in Airtable that contains your email details.
• Grant access to allow Pabbly Connect to retrieve data.
• Ensure you create a field named ‘Created’ with a type of ‘Created Time’ in your Airtable schema.

Once you have set this up, save and send a test record to confirm that the trigger is functioning correctly. You should see the subject line and other email details returned from Airtable.

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4. Generating Email Content with Google Gemini

After setting up the trigger, the next action in Pabbly Connect is to use Google Gemini to generate email content. Select Google Gemini as your action application and choose the event ‘Generate Content’.

To connect Google Gemini, you will need an API key from Google AI Studio. Here’s how to obtain it:

Log into Google AI Studio and create a new API key. Select the project where you want to generate this key. Copy the generated API key and paste it back into Pabbly Connect.

Once connected, you will need to set up your prompt for generating the email. Use the details obtained from Airtable to map the subject line, description, and recipient’s name in your prompt.

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5. Sending Email Through Gmail

The final step in this process involves sending the generated email content through Gmail using Pabbly Connect. Select Gmail as your action application and specify the event as ‘Send Email’.

Connect your Gmail account by granting the necessary permissions. Then, you’ll need to map the required fields:

Map the recipient’s email address from Airtable. Map the sender name and subject line. Use the generated email content from Google Gemini.

After mapping all necessary fields, click on ‘Save and Send Test’ to verify that the email is sent successfully. You should find the email in your Gmail sent folder, confirming that the automation is complete.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the process of writing emails from subject lines using Google Generative AI. By following these steps, you can streamline your email marketing efforts efficiently.