Author: Rajpal Tomar

Learn how to set up a webhook inside Jotform using Pabbly Connect to seamlessly integrate Microsoft Excel and automate data submissions. 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. Introduction to Pabbly Connect for Webhook Setup

In this tutorial, we will explore how to set up a webhook inside Jotform using Pabbly Connect. A webhook is essentially a URL that acts as a bridge to connect applications, facilitating data transfer as events occur. By integrating Jotform with Microsoft Excel through Pabbly Connect, we can automate the process of capturing form submissions.

To get started, access Pabbly Connect by signing in or creating a new account. Once logged in, you can utilize the platform to create workflows that link Jotform with Microsoft Excel. This automation will streamline data management and enhance productivity.

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2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. In the dialog box that appears, name your workflow appropriately, such as ‘Setup Webhook Inside Jotform’. Choose a folder for organization, like ‘Webhook Setup’, and click on ‘Create’ to proceed.

• Access the Pabbly Connect dashboard.
• Click on ‘Create Workflow’ and name it.
• Select a folder to save the workflow.

Now that the workflow is created, you will see the trigger and action setup window. The trigger will initiate the workflow, while the action will determine the response to that trigger.

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3. Setting Up Jotform as a Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, search for Jotform as your trigger application. Select the ‘New Response’ event, which will activate the workflow whenever a new form submission is received. A unique webhook URL will be generated, which you will use to connect Jotform with Pabbly Connect.

Copy the provided webhook URL and head to your Jotform account. Log in and locate the form you want to integrate, such as the ‘Employee Survey Form’. Go to the settings of this form, then the Integrations section, and search for webhooks. Paste the copied webhook URL into the designated field and complete the integration.

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4. Testing the Integration with Jotform

After successfully integrating Jotform with Pabbly Connect, it’s crucial to test the setup. Open your Jotform in a new tab and submit a test response. For example, fill in the fields with sample data like name, email, and department. Submit the form to generate a response.

Return to Pabbly Connect, where you should see a message indicating that it is waiting for a webhook response. Once the test submission is complete, the data from Jotform will be captured in Pabbly Connect, confirming that the integration is functioning correctly.

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5. Adding Data to Microsoft Excel through Pabbly Connect

Now, to store the captured data in Microsoft Excel, return to your workflow in Pabbly Connect and select Microsoft Excel as your action application. Choose the action event ‘Add Row to Worksheet’. This action will allow you to add a new row containing the details from the Jotform submission to your Excel sheet.

Connect your Microsoft Excel account to Pabbly Connect and select the appropriate workbook and worksheet. Use the mapping feature to ensure that each field from the Jotform submission corresponds to a column in your Excel sheet. Once the mapping is complete, save the action.

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Conclusion

This tutorial demonstrated how to set up a webhook inside Jotform using Pabbly Connect to integrate with Microsoft Excel. By following these steps, you can automate data submissions and enhance your workflow efficiency. With Pabbly Connect, integrating applications has never been easier.

Learn how to automate WhatsApp messages to your Facebook leads for your construction business using Pabbly Connect. Step-by-step tutorial included. 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 send WhatsApp messages to your Facebook leads for your construction business, you first need to access Pabbly Connect. This powerful automation software allows you to set up workflows that connect various applications seamlessly. Start by visiting the Pabbly Connect landing page.

Once there, you will see options for signing in or signing up. If you are a new user, click on ‘Sign up free’ to create an account. Existing users can simply click ‘Sign in’ to access their dashboard. This dashboard is where you will create your workflow for sending WhatsApp messages automatically.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will land on the Pabbly Connect dashboard. Here, you can start creating your workflow by clicking on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. using Pabbly Connect

• Name your workflow, e.g., ‘Work Joy Facebook Leads to WhatsApp Message’.
• Select a folder for better organization.
• Click ‘Create’ to finalize your workflow setup.

With your workflow created, you will need to set up the trigger and action for your automation. The trigger will be Facebook Lead Ads, and the action will be the WhatsApp Cloud API, enabling you to send messages automatically when a new lead is generated.

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3. Setting Up the Trigger with Facebook Lead Ads

In this step, you will configure the trigger in your Pabbly Connect workflow. Select Facebook Lead Ads as your trigger application and choose ‘New Lead’ as the trigger event. This ensures that every time a new lead is generated, Pabbly Connect will capture the response.

To connect your Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button. If you haven’t connected your Facebook account yet, choose ‘Add New Connection’ and follow the prompts to authorize your account. After successful authorization, select the appropriate Facebook page and lead form from which you want to capture leads.

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4. Configuring the Action with WhatsApp Cloud API

Next, you will set up the action in your workflow. Choose WhatsApp Cloud API as your action application and select ‘Send Template Message’ as the action event. Click on ‘Connect’ and then ‘Add New Connection’ to input the necessary details such as the token, phone number ID, and WhatsApp business account ID. using Pabbly Connect

To retrieve these details, you will need to set up your WhatsApp Cloud API account via Meta for Developers. Once you have your token and IDs, paste them into the respective fields in Pabbly Connect and click ‘Save’. Afterward, select the desired message template that you have created for your WhatsApp messages.

• Ensure your template includes variables for personalization.
• Map the phone number and other details from the Facebook lead response.

Finally, test your setup by clicking ‘Save and Send Test Request’. If successful, you will see a message status indicating that the WhatsApp message was accepted, confirming that your integration works as intended.

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5. Testing and Finalizing Your Automation

To ensure that your workflow is functioning correctly, you will need to perform a test submission of a new lead. Return to the Meta for Developers platform and use the Lead Ads Testing Tool to submit a new lead. After submitting, check your WhatsApp to confirm receipt of the message.

If you see the WhatsApp message, it means your automation is successfully set up. You can now delete the previous test lead and submit a new one to see if the automation triggers again. This process verifies that every new lead generated through Facebook will receive a WhatsApp message automatically via Pabbly Connect.

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Conclusion

In summary, using Pabbly Connect to automate WhatsApp messages to your Facebook leads simplifies communication for your construction business. This integration allows you to nurture leads instantly, enhancing customer engagement and improving your marketing efficiency.

Learn how to automate sending 80G certificates via email for NGO donations received through Cashfree, using Pabbly Connect for seamless integration. 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. Accessing Pabbly Connect for NGO Donation Automation

To automate sending 80G certificates for NGO donations, we will use Pabbly Connect. First, access the Pabbly Connect website and sign in to your existing account or create a new one for free.

Once logged in, you’ll see the Pabbly Connect dashboard. Click on ‘Create Workflow’ at the top right corner. This is where you will set up the automation process for sending certificates via email.

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2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow specifically for sending the 80G certificate. Start by naming your workflow, for example, ‘Send 80G Certificate Over Email for NGO Donations Received via Cashfree’. using Pabbly Connect

• Select a folder for your workflow, such as ‘NGO Donations Cashfree Automation’.
• Click on ‘Create’ to finalize your workflow setup.

This workflow will have a trigger and action steps that define how the automation operates. The trigger will be set to respond to new donations received through Cashfree.

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3. Setting Up the Trigger with Cashfree Payments

In this section, we will configure the trigger in Pabbly Connect to monitor payments made through Cashfree. Click on the trigger application and select ‘Cashfree’ as the trigger.

Choose the event as ‘Payment Received via Form’. Pabbly Connect will provide you with a Webhook URL. Copy this URL to integrate with your Cashfree account.

• Open your Cashfree account and navigate to the Payment Gateway section.
• Select ‘Webhooks’ and click on ‘Add Webhook Endpoint’.
• Paste the Webhook URL from Pabbly Connect and click ‘Test and Add’.

After successfully adding the webhook, you will see a confirmation message. Then, initiate a test payment to capture the response in Pabbly Connect.

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4. Setting Up Action Steps to Create and Send Certificates

After the trigger is successfully set up, we will configure the action steps in Pabbly Connect. The first action will be to create a document in Google Docs using a predefined template for the 80G certificate.

Select ‘Google Docs’ as the action application and choose the event ‘Create Document from Template’. Connect your Google account to Pabbly Connect and select the template you created for the 80G certificate.

Map the donor’s name and other details from the Cashfree response to the document fields. Specify the document’s storage location in Google Drive.

Once the document is created, the next action will be to share the document link with the donor via email.

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5. Sending the Email with Pabbly Connect

Now that the document is created, we will proceed to send the email using Gmail through Pabbly Connect. Select ‘Gmail’ as the action application and choose ‘Send Email’ as the action event.

Map the donor’s email address from the Cashfree response to the recipient field. Customize the email subject and body to include the donor’s name and a thank you message for their contribution.

Attach the PDF link of the created 80G certificate. Ensure all email fields are properly mapped before sending.

Finally, test the workflow to confirm that the email is sent successfully with the attachment. You will receive a confirmation in your Gmail account, indicating that the automation works seamlessly.

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Conclusion

By using Pabbly Connect, you can easily automate the process of sending 80G certificates via email for NGO donations received through Cashfree. This integration saves time and ensures that donors receive their certificates promptly.

Learn how to send invitations to Heartbeat users from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. 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 send invitations to Heartbeat users from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing the URL Pabbly.com/connect. Here, you can either sign in if you already have an account or click on ‘Sign up for free’ to create a new account.

Once you sign up, Pabbly Connect provides you with 100 free tasks every month, allowing you to explore its features. After logging in, navigate to the ‘All Apps’ section, where you can find various products offered by Pabbly. Click on ‘Access Now’ under Pabbly Connect to proceed to the dashboard.

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2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this tutorial, name it ‘Send Emails to New Heartbeat Users from Google Sheets’ and select the appropriate folder for your workflow.

• Name your workflow clearly to identify its purpose.
• Choose a folder for better organization.

After naming the workflow, click on ‘Create’. This will open two windows: one for the trigger and another for the action. In this case, Google Sheets will serve as the trigger application, while Heartbeat will be the action application. Understanding this setup allows you to automate the process effectively using Pabbly Connect.

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3. Setting Up Google Sheets as the Trigger

To set up Google Sheets as the trigger in Pabbly Connect, select Google Sheets from the list of applications. The trigger event will be ‘New or Updated Spreadsheet Row’. This means that every time a new row is added to the Google Sheet, it will trigger the workflow to send an invitation.

Once selected, a webhook URL will be generated. Copy this URL and head over to your Google Sheets. In your Google Sheet, navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

• Install the Pabbly Connect Webhooks add-on to integrate with Google Sheets.
• Ensure to refresh your Google Sheets to access the add-on.

After installation, go to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Here, paste the copied webhook URL and specify the trigger column (Column C for the email). Click on ‘Send Test’ to ensure that the setup is correct. If successful, you will receive a confirmation in Pabbly Connect.

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4. Configuring Heartbeat as the Action Application

Now that Google Sheets is set up, it’s time to configure Heartbeat as the action application in Pabbly Connect. Select Heartbeat and choose the action event ‘Send Invitations to Users’. This action will send email invitations to the users whose details are captured from Google Sheets.

Click on ‘Connect’ and choose to add a new connection. Here, you will need to enter the API key from your Heartbeat account. To get the API key, go to your Heartbeat account settings, navigate to the API keys section, and generate a new key.

Access your Heartbeat account settings to generate a new API key. Copy the API key and paste it into Pabbly Connect.

Once the connection is established, you will need to map the email field to ensure that the invitation is sent to the correct user. Click on ‘Save and Send Test Request’ to check if the setup works correctly. If successful, you will see a confirmation message indicating that the email invitation has been sent.

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5. Testing the Integration Workflow

To test the entire workflow you’ve set up using Pabbly Connect, return to your Google Sheets and add a new row with the user’s first name, last name, and email address. This should automatically trigger the workflow and send an invitation email to the specified address.

After adding the new row, check the recipient’s inbox to confirm that the invitation email was received. If everything is set up correctly, the user will receive an email inviting them to join your Heartbeat community.

Ensure that the email address is valid to receive the invitation. Repeat this process to test with different users.

With successful tests, your integration is complete. Now, every time a new user is added to the Google Sheet, they will automatically receive an invitation through Heartbeat, showcasing the power of automation with Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send invitations to Heartbeat users from Google Sheets using Pabbly Connect. By automating this process, you can efficiently manage user invitations without manual intervention. This integration streamlines your workflow, ensuring seamless communication with new users.

Learn how to integrate your email data extraction into Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

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1. Accessing Pabbly Connect for Email to Google Sheets Integration

To start the integration process, you need to access Pabbly Connect. Begin by opening a new tab and searching for Pabbly’s official website. Once there, you can either sign in if you already have an account or sign up for free if you’re new to the platform.

After signing in, click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the dashboard where you can create a new workflow. Here, you can manage all your workflows efficiently.

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2. Creating a New Workflow in Pabbly Connect

In the dashboard, click on the ‘Create Workflow’ button to begin setting up your integration. You will be prompted to name your workflow. For this integration, name it something descriptive, such as ‘Add Extracted Data from Email into Google Sheets’. Choose the appropriate folder to save your workflow, preferably one related to Google Sheets.

• Click on the ‘Create’ button to proceed.
• You will see two sections: Trigger and Action.
• Set up your trigger first, which will be the Email Parser.

In the trigger section, select the Email Parser as your application. This allows you to automatically forward all emails from your Gmail account to Pabbly Connect, enabling data extraction.

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3. Setting Up Email Parser in Pabbly Connect

To configure the Email Parser, copy the provided email address from Pabbly Connect. Next, go to your Gmail settings and navigate to ‘See all settings’. Under the ‘Forwarding and POP/IMAP’ tab, add the copied email address as a forwarding address.

• Click on ‘Proceed’ and confirm the forwarding address via the link sent to that email.
• Once confirmed, go back to Gmail settings and select ‘Forward a copy of incoming mail to’ the new address.
• Save your changes to activate the forwarding.

After setting up the forwarding, return to Pabbly Connect and click on ‘Recapture Email Parser Response’. This will allow you to capture the details from any new emails that arrive.

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4. Configuring Google Sheets Action in Pabbly Connect

With the Email Parser set up, it’s time to configure the action that will send data to Google Sheets. In the action section of your workflow, select Google Sheets as the application. Then, choose the action event as ‘Add New Row’. This step will allow you to add extracted email data directly into your Google Sheets. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’ to link your Google account. Allow Pabbly Connect to access your Google Sheets. Select the spreadsheet you want to use for storing email data.

After selecting your spreadsheet, map the fields from the Email Parser response to the respective columns in Google Sheets. This mapping ensures that the sender name, sender email, subject, and body text are correctly filled in your spreadsheet.

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5. Testing the Integration Between Email Parser and Google Sheets

Having set up both the Email Parser and Google Sheets actions, it’s crucial to test the integration. Send a test email to your Gmail account and check if the data is captured by Pabbly Connect and subsequently added to your Google Sheets.

For instance, if you receive an email with the subject ‘New Order’, ensure the details appear correctly in your Google Sheet. The integration should automatically populate the new row with the sender’s name, email, subject, and body text from the email.

After testing, you can confirm that every new email received will trigger the extraction of data and add it to Google Sheets seamlessly, thanks to Pabbly Connect. This automation saves time and eliminates manual data entry.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically extract data from your emails and add it to Google Sheets. By following these steps, you can streamline your workflow and save valuable time.

Learn how to send SMS notifications for Cloudwaitress restaurant orders using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

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1. Accessing Pabbly Connect for SMS Integration

To send SMS notifications for Cloudwaitress restaurant orders, you need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly website. If you already have an account, simply sign in. If not, you can create a free account, which takes only a couple of minutes.

Once signed in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create your workflow for sending SMS notifications. Here, you will manage the integration between Cloudwaitress and your SMS service.

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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. A pop-up window will appear where you can name your workflow. For this integration, name it ‘Send SMS for Cloudwaitress Restaurant Orders’.

• Select a folder to save your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

After creating the workflow, you will see two main boxes: Trigger and Action. The Trigger box is where you will set up Cloudwaitress as your trigger application, and the Action box will be used for the SMS service.

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3. Setting Up the Trigger with Cloudwaitress

To begin the integration process, you need to set up the trigger in Pabbly Connect. Select Cloudwaitress as your trigger application and choose the event ‘New Order Placed’. This event will notify Pabbly Connect whenever a new order is received.

Once the trigger is set, you will receive a webhook URL. Copy this URL as it will be used to connect Cloudwaitress with Pabbly Connect. Now, go to your Cloudwaitress account and navigate to the settings of each restaurant you want to integrate.

• In the settings, locate the Webhooks section.
• Create a new webhook and paste the copied URL from Pabbly Connect.
• Save the webhook settings.

Repeat this process for each restaurant in your Cloudwaitress account to ensure that all new orders trigger the SMS notifications.

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4. Setting Up the Action to Send SMS

After configuring the trigger, you need to set up the action in Pabbly Connect. Select the SMS service you are using (in this case, Twilio) as the action application. Choose the action event ‘Send SMS’ to prepare for sending notifications.

Next, you will need to connect your Twilio account. For this, provide your Twilio Account SID and Authorization Token, which can be found in your Twilio account settings. After entering these details, click on ‘Save’.

Compose the SMS message body using dynamic fields from the Cloudwaitress order response. Map the customer’s name, restaurant name, and delivery address into the SMS body. Make sure the recipient’s mobile number includes the country code.

Once you have set up the SMS content, click on ‘Save and Test Request’ to ensure that the SMS is sent correctly upon receiving a new order.

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5. Testing the Integration Workflow

With your workflow set up in Pabbly Connect, it’s time to test the integration. Place a new order in your Cloudwaitress account to trigger the workflow. Ensure that you fill in all necessary customer details, including their mobile number.

After placing the order, return to the Pabbly Connect dashboard. You should see that the webhook has received the order details. If everything is set up correctly, you will receive an SMS notification confirming the order.

Check the SMS content to verify it includes the correct details. Ensure that the SMS is sent from the correct restaurant.

If the SMS is received successfully, your integration is complete, and you can now automate SMS notifications for all new orders through Pabbly Connect.

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Conclusion

Using Pabbly Connect to send SMS notifications for Cloudwaitress restaurant orders streamlines the communication process with customers. By following the steps outlined, you can ensure timely updates for every new order placed at your restaurants.

Learn how to send Google Calendar event reminders on Telegram using Pabbly Connect. This step-by-step guide covers the integration process in detail. 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 send Google Calendar event reminders on Telegram, you will first need to access Pabbly Connect. This integration platform allows you to automate workflows between different applications seamlessly. Begin by signing in to your existing Pabbly Connect account or create a new one if you are a new user.

Once logged in, navigate to the dashboard where you can manage your applications. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. For instance, you might name it ‘Send Google Calendar Event Reminder on Telegram’.

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2. Setting Up the Trigger with Google Calendar

In this step, you will set up the trigger application using Pabbly Connect. The trigger application will be Google Calendar, and the event that triggers the workflow will be a new event creation. Select Google Calendar as your trigger application and choose the event type as ‘New Event’.

• Select Google Calendar as the trigger application.
• Choose the event type ‘New Event’.
• Connect your Google account to Pabbly Connect.

After selecting Google Calendar, you will need to authorize Pabbly Connect to access your calendar data. Once connected, every time a new event is created in Google Calendar, it will trigger the workflow in Pabbly Connect.

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3. Configuring the Action Step to Send Messages on Telegram

Next, you will configure the action step in Pabbly Connect to send reminders to Telegram. For this, select Telegram as your action application and choose the action event as ‘Send Text Message’. This will allow you to send a message to your Telegram group whenever a new event is created.

To proceed, you will need to connect your Telegram bot to Pabbly Connect. This requires you to create a bot using the BotFather in Telegram and obtain a token. Here are the steps to create the bot:

• Open Telegram and search for BotFather.
• Start a chat and create a new bot by following the prompts.
• Copy the token provided by BotFather and paste it into Pabbly Connect.

Once the bot is connected, you will need to specify the chat ID of the Telegram group where you want to send the reminders. This completes the action configuration in Pabbly Connect.

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4. Setting Up Reminder Timing with Pabbly Connect

To ensure that reminders are sent 30 minutes before the event starts, you will need to add a delay step in Pabbly Connect. This is crucial for the automation to work correctly. You will use the ‘Delay by P’ action to set the timing for the reminder.

In this step, you will specify the delay time. Here’s how to configure it:

Select the action event as ‘Add Time Delay’. Map the date and time received from the Google Calendar trigger. Set the delay to minus 30 minutes to send reminders before the event.

After configuring the delay, you will test this step to ensure that it works as expected. The delay ensures that the reminder is sent at the correct time, making your automation effective.

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5. Finalizing and Testing the Integration

After setting up the delay, you will finalize the integration by sending a test message to your Telegram group. This is an essential step to ensure that everything is working correctly. In Pabbly Connect, you will click on the ‘Save and Send Test Request’ button to see if the reminder is sent properly.

If configured correctly, you should see the reminder message appear in your Telegram group. This confirms that your automation is successfully set up. Remember, every time a new event is created in Google Calendar, a reminder will be sent to your Telegram group 30 minutes before the event starts.

This integration showcases how Pabbly Connect can seamlessly connect Google Calendar and Telegram, automating your event reminders effectively.

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Conclusion

Using Pabbly Connect, you can easily send Google Calendar event reminders on Telegram. This automation allows for timely notifications, enhancing your event management process. Start using Pabbly Connect today for efficient integrations!

Learn how to set up a webhook inside Zoom using Pabbly Connect. This step-by-step tutorial covers integration with Google Sheets and more. 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

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1. Access Pabbly Connect for Zoom Integration

To set up a webhook inside Zoom, start by accessing Pabbly Connect. This platform serves as the central integration tool that connects Zoom with other applications like Google Sheets and URL I.

Begin by logging into your Pabbly Connect account. Once logged in, navigate to the trigger section to initiate the integration process. You will search for Zoom as your trigger application.

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2. Set Up Zoom as the Trigger Application

Now, select Zoom as your trigger application in Pabbly Connect. You will also need to choose the trigger event, which in this case is to configure the webhook. This event will activate when certain actions occur in Zoom, such as when a meeting starts or ends.

• Select ‘Configure Webhook’ as the trigger event.
• Click on the ‘Connect’ button to create a new connection.
• Enter the secret token obtained from the Zoom Marketplace.

After entering the secret token, click on save to establish the connection between Zoom and Pabbly Connect. This step is crucial as it allows the data to flow between the two applications seamlessly.

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3. Create an App in Zoom Marketplace

To obtain the secret token, you need to create a new app in the Zoom Marketplace. Go to the Zoom app Marketplace and select ‘Develop’ followed by ‘Build App’. Here, you will name your app, for example, ‘P Trigger’.

Next, you will need to provide a redirect URL. This URL can be found in the Pabbly Connect help documentation. Copy the redirect URL and paste it into the appropriate field in the Zoom app settings.

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4. Add Event Subscription in Zoom

Once your app is created, you must add an event subscription to the app in Zoom. In the general features section, enable the event subscription toggle. Name your subscription, for example, ‘P New’.

• Select the event type, such as ‘Meeting Created’.
• Paste the webhook URL from Pabbly Connect into the event notification endpoint URL field.

After configuring the event subscription, click on save. This integration ensures that whenever a meeting is created in Zoom, the details will be sent to Pabbly Connect.

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5. Test Your Integration with Google Sheets

To test the integration, create a new meeting in Zoom. While doing this, ensure that you have set up Google Sheets as your action application in Pabbly Connect. Select the action event to add a new row.

Map the data from the Zoom meeting details to the corresponding columns in Google Sheets. This includes the meeting topic, link, and date/time. Once you have mapped the fields correctly, click on save and send a test request.

After the test submission, check your Google Sheet. You should see a new row added with the meeting details. This confirms that the integration is working successfully through Pabbly Connect.

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Conclusion

Setting up a webhook inside Zoom using Pabbly Connect allows seamless integration with applications like Google Sheets. This tutorial provides a step-by-step guide to ensure successful automation for your workflows.

Learn how to send automated WhatsApp messages to your UI/UX agency’s Facebook leads using Pabbly Connect. Step-by-step tutorial included. 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 Automation

To begin sending WhatsApp messages to your UI/UX agency’s Facebook leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page, where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ option. This will allow you to explore the platform with 300 tasks each month. Existing users can simply log in. Once logged in, you will see all the applications available for integration.

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2. Creating a Workflow in Pabbly Connect

After logging in to Pabbly Connect, locate and click the ‘Create Workflow’ button in the top right corner. A dialog box will appear, prompting you to name your workflow. Name it something like ‘Vision VIP Facebook Lead Ads to WhatsApp Message’.

• Select the folder where you want to save this workflow.
• Click the ‘Create’ button to proceed.

Now, you will see the main workflow window where you need to set up your trigger and action. The trigger will be Facebook Lead Ads, and the action will be WhatsApp Cloud API.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application and choose ‘New Lead’ as the trigger event. This ensures that every time a new lead is generated, Pabbly Connect captures it immediately.

To connect Facebook Lead Ads with Pabbly Connect, click ‘Connect’ and then ‘Add New Connection’. You will need to authorize your Facebook account. Once authorization is successful, select your Facebook page and lead generation form.

• Make sure to select the correct lead form from your Meta Business Suite.
• Click ‘Save and Send Test Request’ to proceed.

After this, you will need to perform a test submission to ensure everything is working correctly.

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4. Configuring the Action in Pabbly Connect

Next, you will configure the action application. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’. Click ‘Connect’ and add a new connection for your WhatsApp Cloud API account. using Pabbly Connect

You will need to enter your Token, Phone Number ID, and WhatsApp Business Account ID. These can be obtained from your WhatsApp Cloud API setup in the Meta for Developers portal. Ensure you have a permanent access token to avoid expiration issues.

Copy and paste the necessary details into Pabbly Connect. Select the template you wish to use for your WhatsApp messages.

Be sure to map the recipient’s mobile number and any variables needed for your message template before saving your configuration.

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5. Testing the Automation in Pabbly Connect

Once your trigger and action are set up in Pabbly Connect, it’s time to test the automation. To do this, return to the lead testing tool in the Meta for Developers portal. You may need to delete any existing leads to create a new one.

After deleting the previous lead, refresh the page, select your page and form, and submit a new lead with your original phone number. Once submitted, you should receive a WhatsApp message confirming the automation is working correctly.

Check your WhatsApp to see if the message was received. If everything is set up correctly, the message will include your personalized variables.

This completes the setup, and you can now automate sending WhatsApp messages to your leads from Facebook using Pabbly Connect.

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Conclusion

In this tutorial, we learned how to automate sending WhatsApp messages to your UI/UX agency’s Facebook leads using Pabbly Connect. By setting up triggers and actions, you can streamline your communication process effectively.

Learn how to automate weekly accountability emails to employees using Pabbly Connect, Google Sheets, and Gmail. Follow our step-by-step tutorial for seamless integration. 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

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1. Accessing Pabbly Connect for Email Automation

To send automated accountability emails to your employees weekly, first access Pabbly Connect. This platform enables seamless integration between various applications, making it easy to automate workflows.

Start by visiting the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard. Once logged in, you can begin setting up your automated email process.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘+ Create Workflow’ button. This will prompt you to name your workflow; for this tutorial, name it ‘Send Accountability Emails to Employees Weekly’.

• Select a folder for your workflow, such as ‘Google Sheets to Gmail’.
• Click ‘Create’ to finalize the workflow setup.

Now, you will be directed to set up the trigger and action for your workflow. The trigger will initiate the process, while the action will define what happens after the trigger occurs.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set the trigger application as ‘Scheduled by Pabbly’. This allows your workflow to run on a specific schedule. Select the frequency as weekly and choose Monday as the day for sending emails.

• Set the time for the email to be sent, for example, 9:00 AM (Asia/Kolkata timezone).
• Save the trigger settings.

Next, set the action application to ‘Google Sheets’. Choose the action event as ‘Get Rows’ to retrieve employee details from your sheet. You will need to connect your Google Sheets account to Pabbly Connect by allowing the necessary permissions.

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4. Configuring Email Content with Gmail

After retrieving employee data, the next step is to configure the email content. Set the action application to ‘Gmail’ and select the action event as ‘Send Email’. This will allow you to send out the emails to your employees. using Pabbly Connect

Map the recipient email addresses from the Google Sheets data. Enter the subject line, such as ‘Weekly Accountability Check-in’. Compose your email content, ensuring to personalize it with employee names.

Finally, save your email settings and send a test request to ensure everything is configured correctly. Check your Gmail account to confirm that the email has been successfully sent.

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5. Finalizing Your Automated Email Workflow

Once you have tested the email sending process, you can finalize your automated workflow in Pabbly Connect. Review all settings to ensure they are correct, and make any necessary adjustments.

To summarize, the entire process involves setting up a trigger using ‘Scheduled by Pabbly’, retrieving employee data from Google Sheets, and sending personalized emails via Gmail. This automation helps keep track of employee accountability efficiently.

If you follow these steps, you will successfully automate accountability emails to your employees weekly using Pabbly Connect. This integration not only saves time but also enhances communication within your team.

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Conclusion

Using Pabbly Connect, automating accountability emails to your employees weekly is both efficient and effective. This tutorial guides you through integrating Google Sheets and Gmail for seamless communication.