Author: Rajpal Tomar

Learn how to set up a webhook inside Shopify using Pabbly Connect. This step-by-step guide covers integration with Google Sheets and customer account details. 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. Setting Up Pabbly Connect for Shopify Webhook

To set up a webhook inside Shopify, start by accessing Pabbly Connect. This platform acts as a bridge between your Shopify store and other applications to automate data transfer.

First, log into your Pabbly Connect account. In the dashboard, search for Shopify as your trigger application. Select the trigger event labeled ‘New Customer,’ which will activate whenever a new customer is added to your Shopify store.

---

2. Creating a Webhook in Shopify

Once you have set up the trigger in Pabbly Connect, you will receive a webhook URL. This URL is crucial as it connects your Shopify account to Pabbly Connect. Now, navigate to your Shopify account.

• Go to Settings in your Shopify dashboard.
• Scroll down and select Notifications.
• Click on Webhooks and then the Create Webhook button.
• Select the event as Customer Creation and set the format to JSON.
• Paste the copied webhook URL from Pabbly Connect into the URL field.
• Choose the latest Webhook API version and click Save.

Your webhook is now created successfully in Shopify. This means that every time a new customer is created, their details will be sent to Pabbly Connect.

---

3. Testing the Webhook Integration

Now that you have set up the webhook, it’s time to test the integration. Go to your Shopify store and create a dummy customer account. Fill in the required details, such as first name, last name, and email address.

After creating the account, return to Pabbly Connect. You should see the response indicating that the customer details have been captured. This includes information like the customer ID, first name, last name, and email address.

---

4. Adding Customer Details to Google Sheets

The next step is to send the customer details to Google Sheets. In Pabbly Connect, search for Google Sheets as your action application. Select the action event to add a new row for the customer details.

• Click on Connect and sign in with your Google account.
• Select the spreadsheet you want to use, which should be named Shopify Customers.
• Map the customer details from the previous step into the respective fields in Google Sheets.

After mapping the fields, click on Save and Send Test Request. You should receive a positive response confirming that the customer details have been successfully added to your Google Sheet.

---

5. Conclusion: Streamlining Shopify with Pabbly Connect

In conclusion, setting up a webhook inside Shopify using Pabbly Connect allows you to automate the process of capturing new customer details and storing them in Google Sheets. This integration streamlines your workflow and enhances data management.

By following the steps outlined, you can efficiently connect Shopify with Google Sheets through Pabbly Connect, ensuring that your customer data is always up-to-date and easily accessible.

---

Learn how to create a Flodesk subscriber on Landingi form submission using Pabbly Connect. Step-by-step guide to automate your email marketing. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To create a Flodesk subscriber on Landingi form submission, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up if you are a new user. Existing users can easily log in to their account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you will find the ‘Create Workflow’ button, which allows you to start the integration process. This is the first step to automate your email marketing tasks.

---

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner of the dashboard. A dialog box will appear where you need to name your workflow. For this tutorial, name it ‘Create Flodesk Subscriber on Landingi Form Submission’.

• Select a folder to save your workflow, such as ‘Contacts’.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see the trigger and action setup options. The trigger will be Landingi, and the action will be Flodesk. This setup is crucial for the automation process.

---

3. Setting Up the Trigger in Pabbly Connect

Now, it’s time to set up the trigger in Pabbly Connect. Select Landingi as your trigger application and choose the ‘New Lead from Landing Page’ event. After this, you will receive a webhook URL, which you will use to connect Landingi with Pabbly Connect.

Log in to your Landingi account and locate the form you created. Edit the form and navigate to the settings. Under integrations, search for ‘Webhook’ and paste the URL you copied from Pabbly Connect. Ensure you select the request method as POST and save the changes before publishing your landing page.

---

4. Testing the Trigger and Setting Up the Action in Pabbly Connect

With the trigger set up, it’s time to test it. Go back to your landing page and submit a test form with dummy information. Once you submit the form, Pabbly Connect will show that it is waiting for a webhook response.

After the test submission, you can see the response received in Pabbly Connect. This confirms that the trigger is working correctly. Next, you will set up the action by selecting Flodesk as your action application and choosing the ‘Create or Update Subscriber’ event.

• Connect your Flodesk account by entering your account details.
• Map the fields accordingly, including email, first name, and last name.

After mapping the fields, click on ‘Save and Send Test Request’ to see if the subscriber is created successfully in Flodesk.

---

5. Finalizing the Automation in Pabbly Connect

After successfully testing the action, you can finalize your automation in Pabbly Connect. You can check your Flodesk account to see the newly created subscriber. This confirms that your automation is functioning as intended.

To ensure everything works smoothly, perform another test submission on your Landingi form. After submitting the form with new details, check Flodesk again to verify that the new subscriber has been added. This step is essential to ensure the integration is reliable and efficient.

Conclusion

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

---

In conclusion, using Pabbly Connect to create a Flodesk subscriber on Landingi form submission automates your email marketing efforts. By following the steps outlined above, you can streamline the process and ensure that your subscribers are added seamlessly to your email list.

Learn how to easily set up a webhook inside Contact Form 7 using Pabbly Connect to integrate Google seamlessly. Follow our step-by-step guide for a smooth setup.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Contact Form 7

To set up a webhook inside Contact Form 7, you first need to access Pabbly Connect. This platform acts as a bridge to connect various applications seamlessly. Start by logging into your Pabbly Connect account to begin the integration process.

Once logged in, navigate to the ‘Trigger’ section. Here, you will search for the application named ‘Contact Form 7’ to set it as the trigger application. This is crucial as it will initiate the workflow whenever a new form submission occurs.

---

2. Configuring the Webhook URL

In the Pabbly Connect dashboard, after selecting Contact Form 7 as your trigger application, you will be provided with a webhook URL. This URL is essential as it will connect your form submissions to Pabbly Connect.

• Copy the provided webhook URL.
• Next, go to your WordPress dashboard.
• Install and activate the ‘CF7 to Webhook’ plugin if you haven’t done so.

After installing the plugin, you will need to paste the copied webhook URL into the appropriate field in your Contact Form 7 settings. This step ensures that all form submissions are sent to Pabbly Connect for further processing.

---

3. Creating Your Contact Form

To create a contact form that utilizes the webhook, return to your WordPress dashboard and navigate to ‘Contact’ then select ‘Add New’. Here, you will create a new form and include necessary fields such as Full Name, Email, and Phone Number. using Pabbly Connect

Make sure to include a submit button and customize the form title to your liking. Once your form is ready, publish it and ensure to copy the shortcode provided by Contact Form 7. This shortcode will allow you to embed the form on any page of your website.

---

4. Testing the Integration with Pabbly Connect

After setting up your contact form, it’s time to test the integration. Open an incognito window and paste the URL of the page where your form is embedded. Fill in the form fields with test data and click on ‘Submit’.

Upon submission, Pabbly Connect will capture the response from the form. You can check this by returning to your Pabbly Connect dashboard. If the setup is successful, you should see the form submission details recorded in your Pabbly Connect account.

---

5. Adding Google Sheets as an Action in Pabbly Connect

Now that you have successfully set up the webhook and tested the form submission, the next step is to send this data to Google Sheets. In your Pabbly Connect workflow, select Google Sheets as the action application. using Pabbly Connect

Authorize Pabbly Connect to access your Google Sheets account and select the specific spreadsheet where you want to store the data. Map the fields from your form submission to the corresponding columns in Google Sheets. This ensures that data is organized correctly every time a new entry is submitted.

---

Conclusion

Setting up a webhook inside Contact Form 7 using Pabbly Connect allows for seamless integration with Google Sheets. This process not only enhances data management but also automates your workflow effectively. With these steps, you can streamline your form submissions effortlessly.

Learn how to set up a webhook inside Google Sheets using Pabbly Connect to integrate with various applications like Facebook and more. 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 Webhook in Google Sheets with Pabbly Connect

To set up a webhook inside Google Sheets using Pabbly Connect, start by accessing your Pabbly Connect account. The webhook acts as a bridge to connect Google Sheets with other applications. This integration allows you to automatically send data whenever a new row is added or updated in your spreadsheet.

In your Pabbly Connect dashboard, navigate to the trigger section and select Google Sheets as your trigger application. Choose the event ‘New or Updated Spreadsheet Row’ to initiate the process. This selection is crucial as it determines when the webhook will be triggered.

---

2. Copying the Webhook URL from Pabbly Connect

Once you select Google Sheets in Pabbly Connect, you will receive a webhook URL. This URL is essential for establishing a connection between Google Sheets and Pabbly Connect. Make sure to read the help description provided, as it offers guidance on using the webhook URL.

Next, open your Google Sheets where you want to set up the webhook. Follow these steps to copy the webhook URL into your Google Sheets:

• Go to Extensions in the menu bar.
• Select Pabbly Connect Webhooks.
• Choose Initial Setup and paste the webhook URL.

After pasting the URL, specify the trigger column, which is the column in your sheet that will generate the data sent to Pabbly Connect. In this case, the final data column is B. Once you have configured this, click on Submit to save your settings.

---

3. Sending Data to Pabbly Connect from Google Sheets

With the webhook URL set up in your Google Sheets, the next step is to ensure that data is sent to Pabbly Connect whenever a new row is added. To do this, go back to the Extensions menu, select Pabbly Connect Webhooks, and click on Send on Event. This action will activate the webhook, enabling it to capture new data entries.

After activating the Send on Event option, refresh your Google Sheets. Now, you can add new data to your sheet. For example, input the title and image link for a new post. Once you enter the details, they will automatically be sent to Pabbly Connect. This real-time data transfer is a key benefit of using webhooks.

---

4. Creating Facebook Posts Using Pabbly Connect

After setting up the webhook, you can also use Pabbly Connect to create posts on your Facebook page. To do this, navigate to the action window in Pabbly Connect and select Facebook Pages as your action application. The action event should be set to ‘Create Page Post’ to facilitate the creation of a new post.

To connect your Facebook page, click on Connect and follow the authorization steps. Once connected, you can select your Facebook page, such as Divine Glamour, from the dropdown menu. For the message field, you will use mapping to pull in the title and image link from the previous step, ensuring that the post details are dynamic and updated with each new entry.

---

5. Conclusion

In conclusion, setting up a webhook inside Google Sheets using Pabbly Connect streamlines the process of sending data to various applications like Facebook. This tutorial has demonstrated how to configure the webhook, send data, and create posts automatically. With Pabbly Connect, you can integrate multiple applications effortlessly, enhancing your workflow.

Learn how to automate training manual distribution using Pabbly Connect, Google Sheets, and Gmail in this detailed tutorial. Enhance your training process effortlessly! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To automate training manual distribution, the first step is accessing Pabbly Connect. This platform allows you to integrate Google Sheets and Gmail seamlessly. Start by visiting the Pabbly Connect website and either sign in or create a free account.

Once logged in, you will find options to create workflows. Click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. Here, you can manage your workflows efficiently and set up new automation processes.

---

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for automating the distribution of training manuals. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Automate Training Manual Distribution with Google Sheets and Gmail’.

• Select a folder for your workflow to keep things organized.
• Set up a trigger which will initiate your workflow.
• Choose Google Sheets as your trigger application.

After setting up the trigger, you will need to specify the event that starts the workflow. For this automation, select ‘New or Updated Spreadsheet Row’ as the trigger event. This setup ensures that any new data entered in your Google Sheets will trigger the workflow in Pabbly Connect.

---

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, you will need a webhook URL provided by Pabbly. Copy this URL and head to your Google Sheets. In your Google Sheets, navigate to Extensions and select the Pabbly Connect Webhook extension.

In the initial setup window, paste the copied webhook URL into the designated field. Next, choose the trigger column, which should be the last data entry column in your sheet. This column will send the entire row data to Pabbly Connect when updated. After setting this up, click on ‘Send Test’ to verify the connection, ensuring data is accurately sent to Pabbly.

---

4. Setting Up Email Distribution via Gmail

After successfully connecting Google Sheets to Pabbly Connect, the next step is to set up the email distribution. For this, you will need to add Gmail as your action application. Select ‘Send Email’ as the action event to initiate the email sending process.

• Connect your Gmail account to Pabbly Connect by allowing necessary permissions.
• Map the email address field from the Google Sheets response to ensure emails go to the correct recipients.
• Fill in the email subject and content, including the training manual attachment URL.

Once all fields are filled, click on ‘Save and Test Request’ to check if the email is sent correctly. This setup will allow you to send training manuals to all employees listed in your Google Sheets automatically.

---

5. Automating Email Distribution for New Employees

To ensure that new employees receive the training manual automatically, you need to enable the ‘Send All Data’ option in the Pabbly Connect Webhook extension. This feature will send the details of all employees in your Google Sheets to Pabbly Connect. using Pabbly Connect

Additionally, enable the ‘Send on Event’ option to automate the process further. This will ensure that whenever a new row is added for an employee, an email with the training manual is sent automatically. Test this by adding a new employee’s details to your Google Sheets.

For instance, adding a new employee named John Caris with his email will trigger the workflow. Check your Gmail to confirm that the email has been sent successfully with the training manual attached. This process enhances training distribution significantly, saving time and ensuring efficiency.

---

Conclusion

In conclusion, using Pabbly Connect to automate training manual distribution with Google Sheets and Gmail is a powerful way to enhance training processes. This tutorial detailed the exact steps to set up an efficient workflow that saves time and ensures all new employees receive essential training materials promptly.

Learn how to automate adding new leads from Facebook Lead Ads to FunnelKit using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Facebook Lead Ads and FunnelKit

To automate adding new leads from Facebook Lead Ads to FunnelKit, you need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect and access the dashboard. From there, you can create a new workflow to integrate Facebook Lead Ads with FunnelKit.

Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Facebook Leads to FunnelKit’), and select the appropriate folder. This workflow will allow you to capture new leads from Facebook and send them to FunnelKit seamlessly.

---

2. Connecting Facebook Lead Ads to Pabbly Connect

In this section, you will connect your Facebook Lead Ads account to Pabbly Connect. Start by selecting Facebook Lead Ads as the app in the trigger window. Choose the ‘New Lead Instant’ trigger event and click on ‘Connect’ to establish the connection.

• Select the Facebook page where your ads are running.
• Choose the lead generation form you want to use.
• Click on ‘Save and Send Test Request’ to confirm the connection.

Once the connection is established, you can generate a test lead using the Facebook Lead Ads testing tool. This will allow Pabbly Connect to capture the details of the new lead and verify that the integration is working correctly.

---

3. Mapping Lead Details to FunnelKit

After successfully capturing the lead details in Pabbly Connect, the next step is to map these details to FunnelKit. In the action window, select FunnelKit as the app and choose ‘Create Contact’ as the action event. Connect your FunnelKit account by entering the API key and your WordPress site URL.

To find your API key, go to your WordPress site, navigate to FunnelKit Automation, and then to FunnelKit Settings. Here, you can generate a new API key with the necessary permissions. Copy this key and paste it into Pabbly Connect.

• Enter the email address, first name, last name, and mobile number of the lead.
• Set the status of the contact (e.g., subscribed).
• Click ‘Save and Send Test Request’ to finalize the mapping.

This mapping process ensures that all relevant lead information is transferred correctly to FunnelKit, allowing you to manage your contacts effectively.

---

4. Testing the Integration with Pabbly Connect

To confirm that your integration between Facebook Lead Ads and FunnelKit via Pabbly Connect is working, you should conduct a test. You can generate another test lead using the Facebook Lead Ads testing tool. Make sure to delete the previous test lead first to avoid duplicates.

Once the new lead is generated, check your FunnelKit account to see if the contact appears. The same name, email, and mobile number should match the details entered during the test lead generation.

This testing phase is crucial as it verifies that the automation workflow you created is functioning correctly. If everything is set up properly, you will see the new contact in FunnelKit shortly after the lead is submitted through Facebook Lead Ads.

---

Conclusion

In this tutorial, you learned how to automate the process of adding new leads from Facebook Lead Ads to FunnelKit using Pabbly Connect. This integration streamlines lead management, ensuring that every new lead is captured and organized efficiently. With Pabbly Connect, you can enhance your marketing efforts and improve your business’s responsiveness to potential customers.

Learn how to automate employee feedback surveys using Pabbly Connect to integrate Google Forms and Google Chat seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Automation

To automate employee feedback surveys, the first step is accessing Pabbly Connect. This powerful integration platform allows you to connect Google Forms with Google Chat seamlessly. Start by visiting the Pabbly Connect website and signing in or creating a new account if you don’t have one.

Once logged in, you will see the dashboard. Here, you can create workflows that automate tasks. Click on the ‘Create Workflow’ button to begin setting up the integration between Google Forms and Google Chat.

---

2. Creating the Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Name your workflow something descriptive like ‘Automate Employee Feedback Surveys’. After naming, select the appropriate folder to save your workflow. This organization helps manage multiple workflows effectively.

• Click on ‘Create’ to start building the workflow.
• Set Google Forms as the trigger application.
• Select ‘New Response Received’ as the trigger event.

After setting the trigger, you need to connect Google Forms with Pabbly Connect by using the provided BB URL. This URL acts as a bridge between the two applications, ensuring that data flows seamlessly from Google Forms to your desired action in Google Chat.

---

3. Setting Up Google Forms for Responses

Next, you will configure Google Forms to send responses to Pabbly Connect. Open your Google Form and navigate to the ‘Responses’ tab. Here, you will link your Google Sheet where responses will be recorded. This is crucial for tracking feedback from employees.

To connect the Google Sheet, go to ‘Extensions’ and find the Pabbly Webhook add-on. If it’s not installed, you can easily add it from the Google Workspace Marketplace. Once installed, click on ‘Initial Setup’ in the Pabbly Webhook options and paste the BB URL you previously copied from Pabbly Connect.

---

4. Sending Messages to Google Chat

Now it’s time to set up the action in Pabbly Connect to send messages to Google Chat. Choose Google Chat as your action application and select ‘Create Custom Card Message’ as the action event. You will need to connect your Google Chat account to Pabbly Connect for this to work.

• Provide the Chat Webhook URL from your Google Chat space.
• Fill in the header title, subtitle, and necessary text to send.
• Use mapping to include employee feedback details in the message.

Once you have configured these settings, save your changes. This setup will ensure that every time a new response is received from the Google Form, it will automatically send a message to your Google Chat space with the details of the feedback.

---

5. Testing the Integration

After setting everything up, it’s essential to test the integration between Google Forms and Google Chat using Pabbly Connect. Fill out the Google Form with a test response and submit it. Check your Google Sheet to confirm that the response has been recorded correctly.

Next, switch to your Google Chat space and verify that the message containing the feedback has been sent successfully. This real-time communication is the core benefit of using Pabbly Connect for automating employee feedback surveys.

---

Conclusion

In conclusion, automating employee feedback surveys with Pabbly Connect allows for seamless integration between Google Forms and Google Chat. By following the steps outlined, you can enhance communication and efficiency in your HR processes. This integration ensures that feedback is shared promptly, improving overall employee satisfaction.

Learn how to create GetResponse contacts from ClickBank sales using Pabbly Connect. This tutorial covers step-by-step integration to automate your marketing process. 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. Setting Up Pabbly Connect for ClickBank Sales

To create GetResponse contacts from ClickBank sales, you first need to set up Pabbly Connect. Start by signing into your existing account or signing up for a free trial to access the automation features.

Once logged in, navigate to your dashboard. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow appropriately, such as ‘Create GetResponse Contact from ClickBank Sale’ and save it in a designated folder for better organization.

---

2. Connecting ClickBank to Pabbly Connect

Next, you will connect ClickBank as the trigger application in Pabbly Connect. In the trigger setup, search for ClickBank and select ‘New Sale’ as the trigger event. This action will initiate the workflow whenever a new sale occurs.

• Select ClickBank from the list of applications.
• Choose the trigger event ‘New Sale’.
• Copy the provided webhook URL to connect ClickBank to Pabbly Connect.

After copying the webhook URL, log into your ClickBank account. Go to the ‘Accounts’ section, select your account, and navigate to ‘Vendor Settings’. Under ‘Advanced Tools’, paste the webhook URL and save your settings to establish the connection.

---

3. Transforming Data Using Pabbly Connect

With the ClickBank connection established, the next step is to transform the incoming data using Pabbly Connect. Use the Data Transformer feature to decode the encrypted data received from ClickBank. This is essential for processing the sale details.

In the action step, search for the Data Transformer by PAB and select it. You will need to enter the secret key from your ClickBank account to complete this setup. Ensure that you map the notification and IV fields from the ClickBank response to the respective fields in the transformer.

• Access the Data Transformer by PAB in Pabbly Connect.
• Input the secret key from ClickBank.
• Map the notification and IV fields to process the data correctly.

Once the data is transformed successfully, you will receive a response containing the sale details, which can now be used to create a contact in GetResponse.

---

4. Creating a Contact in GetResponse

Now that you have the sale details, the next step is to create a contact in GetResponse using Pabbly Connect. In the action step, search for GetResponse and select ‘Create New Contact’ as the action event.

Establish a connection between GetResponse and Pabbly Connect by entering your API key. This can be found in your GetResponse account under ‘Tools’ > ‘Integrations and API’. Once connected, you can select the appropriate list for the contact based on the product sold.

Choose the correct list in GetResponse for the contact. Map the fields for name and email from the ClickBank response. Click ‘Save and Send Test Request’ to verify the creation of the contact.

After successfully creating a contact, you can verify it in your GetResponse account to ensure that the integration is working correctly.

---

5. Implementing Conditional Routing in Pabbly Connect

For scenarios where multiple products are sold, you can implement conditional routing in Pabbly Connect. This allows you to create different contacts based on the product sold. Use the Router feature to set conditions for each product.

In the router step, create two routes for each product. For example, if Product A is sold, route the contact creation to the Product A list in GetResponse. Similarly, set up another route for Product B. Ensure that the conditions are defined correctly for each route.

Define conditions for each product route in the router. Map the respective fields for each product route. Test each route to ensure proper functionality.

With conditional routing established, your integration will automatically create contacts in the correct lists based on the product sold, streamlining your marketing efforts.

---

Conclusion

In this tutorial, we explored how to create GetResponse contacts from ClickBank sales using Pabbly Connect. By following these steps, you can automate your marketing processes effectively.

Learn how to create ActiveCampaign contacts for CopeCart payments using Pabbly Connect with tags. Step-by-step guide 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

---

1. Accessing Pabbly Connect for Integration

To create ActiveCampaign contacts for CopeCart payments, you will first need to access Pabbly Connect. This platform allows you to automate the integration process between various applications seamlessly.

Begin by visiting the official Pabbly Connect website. Sign in to your existing account or create a new one if you’re a first-time user. Pabbly Connect offers 100 free tasks monthly for new users, making it easy to get started.

---

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will need to create a new workflow to automate the process. Click on the ‘Create Workflow’ button on the dashboard.

• Name your workflow, for example, ‘Create ActiveCampaign Contact for CopeCart Payment with Tags.’
• Select a folder to save your workflow, such as ‘ActiveCampaign Automations.’

After entering the name and selecting the folder, click ‘Create’ to establish your workflow. This will set the stage for defining the trigger and action steps necessary for your automation.

---

3. Setting Up Trigger and Action Steps

In this step, you will define the trigger and action for your workflow in Pabbly Connect. The trigger application will be CopeCart, and the action application will be ActiveCampaign.

• Select ‘CopeCart’ as your trigger application.
• Choose ‘Instant Payment Notification’ as the trigger event.

After setting the trigger, Pabbly Connect will provide a unique webhook URL. Copy this URL, as it will be used to connect CopeCart with Pabbly Connect. Ensure you follow the instructions provided to set up this connection properly.

---

4. Connecting CopeCart with Pabbly Connect

To link CopeCart with Pabbly Connect, log into your CopeCart account and navigate to the settings. Under the IP and connections section, create a new integration.

Select ‘Generic’ as the integration type. Paste the webhook URL you copied from Pabbly Connect into the notification URL field.

After saving the integration, link it to the product you are selling in CopeCart. This setup ensures that every payment processed will trigger the webhook, sending customer details to Pabbly Connect.

---

5. Integrating ActiveCampaign with Pabbly Connect

With CopeCart connected, the next step is to set up the action in Pabbly Connect for ActiveCampaign. Select ActiveCampaign as your action application and choose ‘Create or Update Contact’ as the action event.

To connect ActiveCampaign, you will need your API key and URL. These can be found in your ActiveCampaign account under the developer settings. Copy and paste these into Pabbly Connect, ensuring to follow the instructions about the URL format.

Once connected, map the fields from the CopeCart payment data to the corresponding fields in ActiveCampaign, such as first name, last name, email, and phone number. Additionally, you can add tags to the contact, like ‘CopeCart,’ for better organization.

---

Conclusion

In this tutorial, we explored how to create ActiveCampaign contacts for CopeCart payments using Pabbly Connect. This integration allows for seamless automation, ensuring that every payment results in a new contact being created in ActiveCampaign efficiently.

Learn how to automate employee onboarding by generating appointment letters using Pabbly Connect, Google Sheets, and Google Docs in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect for Automation

To automate employee onboarding, the first step is to set up Pabbly Connect. Access Pabbly Connect by visiting the official website and signing in or signing up for a free account. This platform will be the central hub for integrating Google Sheets, Google Docs, and Google Drive.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Generate Appointment Letters’ and select the appropriate folder for organization. This is where the automation magic happens.

---

2. Configuring Google Sheets as the Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application within Pabbly Connect. Click on the trigger application and select Google Sheets. The trigger event you will choose is ‘New or Updated Spreadsheet Row’. This means that the workflow will activate whenever a new row is added or an existing row is updated in your Google Sheet.

• Select the Google Sheet containing candidate details.
• Copy the provided webhook URL to connect Google Sheets with Pabbly Connect.
• Ensure the last data entry column is set as the trigger column.

After completing these steps, click on ‘Send Test’ to confirm that the connection is established. Once the test is successful, you can proceed to set up the action steps.

---

3. Creating Appointment Letters Using Google Docs

The next step involves using Pabbly Connect to create appointment letters through Google Docs. In the action application section, select Google Docs and choose the action event ‘Create Document from Template’. This allows you to utilize a predefined template for the appointment letters.

To set this up, you will need to connect your Google Docs account with Pabbly Connect. After connecting, select your appointment letter template and map the necessary fields such as candidate name, designation, and salary details directly from the Google Sheets data.

• Map the candidate’s name to the document title for personalization.
• Ensure all placeholders in the template are filled with corresponding data from Google Sheets.
• Save the configuration and run a test to check if the document is created successfully.

After verifying the document creation, you can move on to the next action step.

---

4. Making the Appointment Letter Document Sharable

To ensure that the generated appointment letters are accessible, the next action in Pabbly Connect is to make the document sharable using Google Drive. Select Google Drive as the action application and choose the action event ‘Share a File with Anyone’. This step will allow you to share the newly created document with the relevant stakeholders.

Connect your Google Drive account to Pabbly Connect and map the document ID from the previous step. This mapping is crucial as it links the document you just created to the sharing action. After setting this up, test the action to confirm that the document is successfully made sharable.

---

5. Generating PDF Link for the Appointment Letter

The final step in this integration process involves generating a PDF link for the appointment letter. In Pabbly Connect, select Google Drive again and choose the action event ‘Upload a File’. This will allow you to save the appointment letter as a PDF in your Google Drive.

Map the PDF link generated from the previous sharing step and specify the folder where you want to save the PDF file. Ensure that you give the file a proper name, such as ‘CandidateName Appointment Letter.pdf’. Once everything is set, run a test to confirm that the PDF is created and saved successfully.

---

Conclusion

By following these steps, you can effectively automate employee onboarding using Pabbly Connect to generate appointment letters through Google Sheets and Google Docs. This streamlined process not only saves time but also ensures accuracy in documentation, making your HR tasks more efficient.