Author: Rajpal Tomar

Learn how to automate creating TickTick tasks from Google Calendar events using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Calendar and TickTick Integration

In this section, we will set up Pabbly Connect to automate the creation of TickTick tasks from Google Calendar events. Start by logging into your Pabbly Connect account. If you don’t have an account, you can easily sign up for free.

Once logged in, navigate to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; let’s call it ‘Google Calendar to TickTick.’ After naming, select the appropriate folder for your workflow and click ‘Create’ to proceed.

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2. Connecting Google Calendar to Pabbly Connect

Now that we have created our workflow in Pabbly Connect, we need to set up the trigger. This involves connecting Google Calendar to our workflow. In the trigger window, select ‘Google Calendar’ as the app. Then, choose ‘New Event’ as the trigger event from the dropdown menu.

• Click on ‘Connect’ and select ‘Add New Connection’.
• You will be prompted to sign in with your Google account to authorize Pabbly Connect.
• Once connected, select the specific calendar from which you want to pull events.

After selecting your calendar, click on ‘Save and Send Test Request’ to check if the connection is successful. This action will pull the most recent event details from your Google Calendar into Pabbly Connect.

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3. Creating a Task in TickTick via Pabbly Connect

With Google Calendar successfully connected, we can now set up the action step in Pabbly Connect to create a task in TickTick. In the action window, search for ‘TickTick’ and select it. Choose ‘Create Task’ as the action event from the dropdown.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to allow Pabbly Connect access to your TickTick account. Once authorized, you will need to provide the Project ID where the task will be created. To find this, go to your TickTick account and locate the project ID in the URL.

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4. Mapping Google Calendar Event Details to TickTick Task

After establishing the connection with TickTick, the next step is to map the Google Calendar event details to create a task. In the task title field, map the event name from the Google Calendar response. This ensures that the task title matches the event title you created.

• Map the event description to the task content field.
• Optionally, you can set a due date using the end time of the event.

Ensure that the due date is formatted correctly according to UTC time. You can use the DateTime Formatter feature in Pabbly Connect to adjust the timezone of the end date before mapping it to the TickTick task.

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5. Testing and Verifying the Integration

After mapping all necessary fields, it’s time to test the integration. Click on ‘Save and Send Test Request’ in the TickTick action step. If everything is set up correctly, you should receive a positive response indicating that a new task has been created in your TickTick account.

To verify, refresh your TickTick account and check if the task appears with the correct title, description, and due date. This confirms that your Pabbly Connect automation is functioning as intended. Remember, Pabbly Connect will check for new events every 10 minutes to create tasks automatically.

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Conclusion

In this tutorial, we explored how to automate the creation of TickTick tasks from Google Calendar events using Pabbly Connect. This integration streamlines your workflow, ensuring that tasks are created seamlessly whenever a new event is scheduled.

Learn how to set up a Zoom trigger inside Pabbly Connect with this detailed tutorial. Follow the steps to integrate Zoom seamlessly using Pabbly Connect.

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1. Accessing Pabbly Connect for Zoom Integration

To set up a Zoom trigger inside Pabbly Connect, start by logging into your Pabbly Connect account. This platform allows you to automate workflows between Zoom and other applications seamlessly. Once logged in, create a new workflow to begin the integration process.

Within your workflow, search for the Zoom application. Select it and proceed to choose the trigger event, which will initiate the connection process. This is where Pabbly Connect acts as the central hub for managing triggers and actions across applications.

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2. Creating a Zoom App for Integration

Next, you need to create an app in your Zoom account to connect with Pabbly Connect. Navigate to your Zoom account and access the App Marketplace from the Advanced section. Here, you will find the option to build a new app, which is essential for the integration.

• Hover over ‘Develop’ and click on ‘Build App’.
• Rename your app if desired (e.g., ‘P Trigger’).
• Enter the redirect URL provided by Pabbly Connect.

After entering the redirect URL, click on continue, and you will receive a secret token. This token is crucial for connecting your Zoom app with Pabbly Connect, so make sure to copy it for the next steps.

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3. Configuring Event Subscriptions in Zoom

Once you have copied the secret token, return to Pabbly Connect to paste it into the connection window. After saving the connection, you will be provided with a webhook URL. This URL needs to be added to your Zoom app for event subscriptions.

Go back to your Zoom app settings, navigate to the Event Subscription section, and turn on the subscription. Click on ‘Add New Event Subscription’ and provide a name for your subscription. It’s important to select two events for the initial setup, such as ‘Start Meeting’ and ‘Meeting Has Been Created’.

• Enter the webhook URL from Pabbly Connect.
• Select the events you want to trigger the webhook.
• Click on ‘Save’ after entering all details.

Ensure that the events are correctly set up to allow Pabbly Connect to receive notifications when these events occur in Zoom.

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4. Testing the Zoom Trigger with Pabbly Connect

After configuring the event subscriptions, return to Pabbly Connect and click on the ‘Save and Send Test Request’ button. This action will put Pabbly Connect in a waiting state for a response from Zoom. To test the trigger, go back to your Zoom account and create a new meeting.

Fill in the meeting details such as name, time, and duration, then click on save. Once the meeting is created, you should see a response in Pabbly Connect indicating that the meeting has been successfully created. This confirms that your integration is working as intended.

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5. Finalizing the Zoom Trigger Setup in Pabbly Connect

After successfully receiving the response for the created meeting, you can finalize your Zoom trigger setup. Go back to your Zoom app settings and remove the second event if you only want to track the ‘Start Meeting’ event. This will streamline your integration and focus on the specific triggers you need.

Click on ‘Done’ and save your changes in the Zoom app. Return to Pabbly Connect and click on ‘Recapture Webhook Response’ to ensure everything is set up correctly. Start a meeting in Zoom to confirm that the response is captured in Pabbly Connect as expected.

By following these steps, you have successfully set up a Zoom trigger inside Pabbly Connect. This integration will enable you to automate tasks effectively based on your Zoom meetings.

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Conclusion

Setting up a Zoom trigger inside Pabbly Connect allows you to automate workflows efficiently. By following this guide, you can ensure seamless integration between Zoom and other applications using Pabbly Connect, enhancing your productivity.

Learn how to automate adding Facebook leads to Google Sheets for your food processing business using Pabbly Connect with this step-by-step guide. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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1. Accessing Pabbly Connect for Your Food Processing Business

To automate adding Facebook leads to Google Sheets, first, access Pabbly Connect by visiting the official website. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply click ‘Sign In’ to access their dashboard.

Once logged in, you will find the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to begin setting up the integration between Facebook leads and Google Sheets for your food processing business.

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2. Creating a New Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect. After clicking on ‘Create Workflow’, a dialog box will appear. Name your workflow something descriptive, such as ‘Add Facebook Leads to Google Sheets for Food Processing Business’. You can also select a specific folder to organize your workflow.

• Click on ‘Create’ to proceed.
• You will see two windows: one for the trigger and another for the action.
• Select Facebook Lead Ads as your trigger application.

After selecting the trigger application, you will need to define the trigger event. Choose ‘New Lead Instant’ as the trigger event, which will activate whenever a new lead is generated through your Facebook lead ads.

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3. Connecting Facebook Lead Ads to Pabbly Connect

The next step involves connecting your Facebook Lead Ads to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’ to link your Facebook account. Make sure you are logged into your Facebook account to allow authorization.

Once connected, you will need to select the Facebook page and the lead generation form you created for your food processing business. For example, select the page named ‘Tasty Eats’ and the corresponding lead gen form. After selecting these, click on the ‘Save and Send Test Request’ button to test the connection.

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4. Testing the Integration with a Test Lead

Now that the connection is established, it is crucial to test whether the integration is working correctly. Pabbly Connect will show a status of ‘Waiting for Webhook Response’. To generate a test response, submit the lead generation form you have set up on Facebook.

• Go to the Meta for Developers site and navigate to the Lead Ads Testing Tool.
• Select your page and lead form.
• Submit a test lead with dummy details.

After submitting the test lead, return to Pabbly Connect and check if the lead details have been captured successfully. You should see the response containing the lead’s information, confirming that the integration is working as expected.

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5. Adding Facebook Leads to Google Sheets

With the successful capture of the lead data, the next step is to connect Google Sheets to Pabbly Connect. Select Google Sheets as your action application and choose the action event ‘Add New Row’. If you have already established a connection, select it; otherwise, create a new connection.

After connecting, select the spreadsheet where you want to store the leads, for instance, the ‘Tasty Eats Leads’ spreadsheet. Map the fields from the previous step to the Google Sheets columns, such as name, email, and phone number. This mapping ensures that every time a new lead is captured, the information is automatically added to your Google Sheets.

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Conclusion

Integrating Facebook leads with Google Sheets for your food processing business using Pabbly Connect streamlines your lead management process. With this automation, you can efficiently capture and record leads without manual intervention, helping you focus on growing your business.

Learn how to use Pabbly Connect to automate updating Zendesk ticket status based on Slack channel reactions. Follow our step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the process of updating Zendesk ticket status based on Slack reactions, first access Pabbly Connect. You can reach it by typing the URL Pabbly.com/connect in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which grants you 100 free tasks per month to explore the platform. Existing users can simply sign in to access their dashboards and workflows.

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2. Creating a Workflow in Pabbly Connect

Once signed in to Pabbly Connect, navigate to your dashboard where you will find options to create new workflows. Click on the ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. Enter a name like ‘Update Zendesk Ticket Status for Slack Message’.

• Select the appropriate folder for your workflow, such as ‘Slack and Zendesk Automation’.
• Click ‘Create’ to proceed.

This will open two windows: one for setting a trigger (Slack) and another for the action (Zendesk). Understanding triggers and actions is essential, as the trigger will initiate the workflow based on specific events in Slack.

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3. Setting Up the Slack Trigger in Pabbly Connect

In the trigger window, select Slack as your application and choose the ‘New Message’ trigger event. This event will activate the workflow when a new message is reacted to in Slack. Click on ‘Connect’ to establish a connection with your Slack account.

Choose to add a new connection and select the token type as ‘Bot’. After clicking ‘Save’, authorize Pabbly Connect to access your Slack account. Once connected, select the specific channel (e.g., ‘Finance Team’) where the message reactions will occur.

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4. Filtering Reactions to Update Zendesk Ticket

After setting up the Slack trigger, you need to apply a filter to ensure that the workflow proceeds only if the reaction is a white check mark. Add a filter step in Pabbly Connect and set the condition to check if the reaction equals the white check mark.

• Use the mapping feature to insert the reaction data from the previous Slack trigger.
• Click ‘Save and Send Test Request’ to verify if the condition is true.

If the condition is satisfied, the workflow will continue to the next step where the ticket in Zendesk will be updated accordingly.

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5. Updating Ticket Status in Zendesk

In the action window, select Zendesk as your application and choose the ‘Update Ticket’ action event. Click ‘Connect’ to link your Zendesk account with Pabbly Connect. If you have an existing connection, select it; otherwise, create a new one by entering your Zendesk credentials.

Map the ticket ID and subject dynamically using the data retrieved from the Slack message. Set the new status to ‘Solved’ and add any additional comments if necessary. Finally, click ‘Save and Send Test Request’ to update the ticket status in Zendesk.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of updating Zendesk ticket statuses based on Slack channel reactions. This integration streamlines task management and enhances productivity by eliminating manual updates.

Learn how to automate SMS sending from Microsoft Excel to Twilio using Pabbly Connect. Step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for SMS Automation

To send SMS from Microsoft Excel using Pabbly Connect, start by accessing the platform. Navigate to the Pabbly Connect homepage by typing the URL in your browser. Here, you’ll find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply sign in. Once registered, you will receive 100 free tasks every month to explore the features of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking you to name your workflow.

• Enter a name for your workflow, such as ‘Send Automated SMS from Microsoft Excel’.
• Select a folder to save the workflow, like ‘Microsoft Excel Automation’.
• Click on the ‘Create’ button to proceed.

Upon creation, you will see two windows: one for the trigger and one for the action. Select Microsoft Excel as your trigger application and Twilio as the action application to automate SMS sending.

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3. Setting Up Microsoft Excel as the Trigger

In this step, you will configure Microsoft Excel as the trigger in Pabbly Connect. First, select Microsoft Excel and then choose the trigger event ‘New Row in Worksheet’. This event will trigger the workflow whenever a new row is added to your Excel sheet.

Next, click on the ‘Connect’ button to establish a connection. You will have the option to add a new connection or select an existing one. Choose ‘Add New Connection’ and click on the ‘Connect with Microsoft Excel’ button. Grant the necessary permissions to allow Pabbly Connect to access your Excel account.

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4. Configuring Twilio as the Action Application

Now that Microsoft Excel is set up as the trigger, it’s time to configure Twilio as the action application in Pabbly Connect. Select Twilio and choose the action event ‘Send SMS Message’. Click on ‘Connect’ and again opt for ‘Add New Connection’ to establish a link with your Twilio account.

• Enter your Twilio Account SID and Authorization Token.
• Input your Twilio phone number as the sender number.
• Map the recipient’s phone number from the previous response.

After entering these details, click on ‘Save and Send Test Request’ to confirm that the connection is successful. You should receive a response indicating that the SMS was sent successfully.

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5. Testing the SMS Automation

With everything configured, it’s time to test your SMS automation using Pabbly Connect. Enter a sample customer’s details in your Microsoft Excel sheet and ensure that the new row triggers the automation. Click on ‘Save and Send Test Request’ to initiate the SMS sending process.

After testing, you should see a confirmation that the SMS was sent. Verify by checking the recipient’s phone to ensure the message has been received. This confirms that your integration between Microsoft Excel and Twilio via Pabbly Connect is working perfectly.

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Conclusion

In this guide, we explored how to send SMS from Microsoft Excel using Pabbly Connect. By following these steps, you can automate SMS notifications for your customers effortlessly. This integration streamlines communication and enhances customer engagement.

Learn how to automate task creation in Notion from Microsoft To Do using Pabbly Connect. Follow this step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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Accessing Pabbly Connect for Integration

To integrate Microsoft To Do with Notion, you first need to access Pabbly Connect. Start by signing into your existing account or create a new one by clicking on the ‘Sign Up for Free’ button. This platform allows you to automate tasks between applications seamlessly.

Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create Notion Item for Microsoft To Do Task’. This will set the stage for the automation process.

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Setting Up Trigger and Action with Pabbly Connect

In Pabbly Connect, the automation follows a trigger-action model. For this integration, the trigger application is Microsoft To Do, and the action application is Notion. Select Microsoft To Do as your trigger application and set the trigger event to ‘New Task’.

Next, you need to select Notion as your action application. Here, the action event will be ‘Create Database Item’. This setup ensures that every time a new task is created in Microsoft To Do, an item is automatically generated in your Notion database.

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Connecting Microsoft To Do and Notion through Pabbly Connect

To establish the connection between Microsoft To Do and Pabbly Connect, click on the ‘Connect’ button. This will prompt you to sign into your Microsoft account. After successful authentication, select the task list you want to monitor, such as ‘Task’.

After setting up the connection, you will need to test it. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will check for any recent tasks created in Microsoft To Do. If successful, you will see the task details captured in Pabbly Connect.

• Click on ‘Connect’ to link Microsoft To Do with Pabbly Connect.
• Select the task list, e.g., ‘Task’.
• Test the connection by clicking ‘Save and Send Test Request’.

Upon successful testing, you can proceed to the next steps in your automation setup.

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Mapping Data from Microsoft To Do to Notion

After confirming that the connection is successful, you need to map the data from Microsoft To Do to Notion using Pabbly Connect. For this, add an action step to format the date and time correctly.

Use the ‘Date Time Format by PAB’ action to ensure the due dates are correctly formatted. Map the date from the response you received from Microsoft To Do. After formatting, proceed to create the database item in Notion.

• Select ‘Date Time Format by PAB’ to format the due date.
• Map the date from the Microsoft To Do response.
• Proceed to create the Notion database item with the formatted date.

Once the data is mapped, click on ‘Save and Send Test Request’ to confirm that the item has been created successfully in Notion.

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Verifying Automation Success

After setting up the mapping, it’s important to verify the success of your automation. In Pabbly Connect, you will receive a response indicating whether the database item was created in Notion successfully.

To check, navigate to your Notion database. You should see the task title, due date, and description populated correctly based on the task created in Microsoft To Do. This confirms that your automation is functioning as intended.

Now, every time you create a new task in Microsoft To Do, an item will automatically appear in your Notion database, streamlining your workflow efficiently.

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Conclusion

This tutorial demonstrated how to automate the creation of Notion items from Microsoft To Do tasks using Pabbly Connect. By following these steps, you can enhance your productivity and ensure that tasks are seamlessly transferred between applications.

Learn how to automate article generation with Google Gemini and Pabbly Connect. This detailed tutorial guides you through each step for creating unique content effortlessly.

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Accessing Pabbly Connect for Article Generation

To generate 100% unique articles using Google Gemini, you need to access Pabbly Connect. This platform will allow you to automate the connection between Google Sheets and Google Gemini. Start by visiting the Pabbly Connect website and either sign in or sign up for a free account.

Once logged in, click on the Access Now button under Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Pabbly Connect is essential for linking the applications required for generating articles.

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Creating a Workflow in Pabbly Connect

In Pabbly Connect, you can create a workflow specifically for generating articles. Click on the Create Workflow button and name your workflow, for example, ‘Generate Unique Articles Using Google Generative AI’. This name will help you identify the workflow later.

After naming, you will see two main sections: Trigger and Action. The Trigger will be Google Sheets, which will initiate the workflow when a new article topic is added. The Action will be Google Gemini, which will generate the article based on the topic provided.

• Select Google Sheets as your trigger application.
• Choose the trigger event as New or Updated Spreadsheet Row.
• Set up the connection between Google Sheets and Pabbly Connect.

Once the trigger is set, you can proceed to define the action, which will be handled by Google Gemini to generate the article content.

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Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly. Go to your Google Sheets, click on Extensions, then Add-ons, and find the Pabbly Connect Webhook extension. Install it if you haven’t already.

After installation, go back to Extensions, select Pabbly Connect Webhook, and open the Initial Setup. Paste the webhook URL here and specify the trigger column (e.g., Column A). This setup ensures that whenever a new article topic is added in Column A, it will trigger the workflow in Pabbly Connect.

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Generating Articles with Google Gemini

With the trigger set up, the next step is to configure the action for generating articles using Google Gemini. In the Action section of Pabbly Connect, select Google Generative AI as your action application. Choose the action event as Generate Content.

Connect Google Generative AI by providing your API key, which you can obtain from the Google AI Studio. In the action setup, you will create a prompt that states ‘Write a unique article on the topic: [your topic here]’. Use the mapping feature to insert the topic from your Google Sheets dynamically.

• Select the model as Gemini Pro.
• Choose the method as Generate Content.
• Click Save and Send Test Request to generate the article.

After this, you will receive a response containing the unique article generated by Google Gemini.

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Updating Google Sheets with Generated Articles

Finally, to update your Google Sheets with the newly generated articles, add another action in Pabbly Connect. Select Google Sheets again and choose the action event as Update Cell Value. Connect to your Google Sheets account by allowing access.

In the action setup, specify the spreadsheet name and the range where the article will be updated (e.g., Column B). Use mapping to dynamically set the row index based on the trigger response. This will allow you to update the correct cell in Google Sheets with the unique article generated.

After setting this up, click on Save and Test to ensure the article appears in your Google Sheets. You can verify by checking the designated cell where the article should be populated.

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Conclusion

Using Pabbly Connect to integrate Google Sheets and Google Gemini allows you to automate the process of generating unique articles effortlessly. By following the steps outlined, you can streamline your content creation workflow and save valuable time.

Learn how to automate adding new appointment details from Cliniko to Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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Setting Up Pabbly Connect for Cliniko and Google Sheets Integration

In this section, we will discuss how to set up Pabbly Connect to automate the process of adding new appointment details from Cliniko to Google Sheets. Start by logging into your Pabbly Connect account. If you don’t have one, you can sign up for free to access the dashboard.

Once you are on the dashboard, you will need to create a workflow. Click on ‘Create Workflow’ and name it something like ‘Cliniko to Google Sheets’. After naming your workflow, select the appropriate folder for your Pabbly Connect account and click on ‘Create’. This will open up a new automation workflow with two sections: Trigger and Action.

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Connecting Cliniko to Pabbly Connect

The next step involves connecting your Cliniko account to Pabbly Connect. In the Trigger section, select Cliniko as the app and choose the trigger event as ‘New Individual Appointment Created’. Click on ‘Connect’ and then select ‘Add New Connection’.

You will need to enter your Cliniko API Key and Shard. To find your API Key, go to your Cliniko account, navigate to ‘My Info’, and then to ‘Manage API Keys’. Click on ‘Add API Key’, name it (e.g., ‘Pabbly Connect’), and click ‘Create API Key’. Copy this key and paste it into Pabbly Connect. Leave the password field blank and select the appropriate Shard from the dropdown based on your Cliniko URL.

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Retrieving Appointment Details from Cliniko

After connecting Cliniko to Pabbly Connect, you need to test the connection. Click on ‘Save and Send Test Request’. This will pull the details of the most recent appointment created in Cliniko. You will see responses including the appointment date, time, and patient details in the Pabbly Connect dashboard.

However, the patient details may be incomplete. To retrieve full patient information, add another action step to your workflow. Choose Cliniko again and select the action event ‘Get Patient Details’. Connect using the existing connection you created earlier. For the Patient ID, map the ID you received from the previous step’s response. This will ensure you get complete patient information.

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Formatting Date and Time for Google Sheets

To ensure the appointment details are correctly formatted, you can use the DateTime Formatter feature in Pabbly Connect. Add a new action step and select ‘DateTime Formatter’. Choose the action event ‘Format Date with Time Zone’. Map the ‘Start At’ date from the Cliniko trigger response.

Specify the current format and the desired format for the date and time. For example, you can choose a format that includes day, month, year, hours, and minutes. Set the ‘From Time Zone’ to UTC and the ‘To Time Zone’ to your local time zone, such as Asia/Kolkata. Click on ‘Save and Send Test Request’ to verify the formatting. Repeat this process for the ‘End At’ date by cloning the previous step and mapping the appropriate fields.

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Adding Appointment Details to Google Sheets

Finally, to add the appointment details to Google Sheets, create another action step and select Google Sheets as the app. Choose the action event ‘Add New Row’. Connect your Google Sheets account by clicking ‘Sign in with Google’ and selecting your account. using Pabbly Connect

In the setup, select the spreadsheet where you want to add the details. Map the fields from the previous steps to the respective columns in your Google Sheets. This includes mapping the appointment ID, patient name, email, mobile number, formatted start and end dates, and any other necessary details. Once everything is mapped, click on ‘Save and Send Test Request’ to complete the integration.

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Conclusion

In this tutorial, we demonstrated how to automate the process of adding new appointment details from Cliniko to Google Sheets using Pabbly Connect. By following these steps, you can streamline your appointment management and ensure all details are captured accurately in your Google Sheets.

Learn how to automate sending emails in even calendar weeks using Pabbly Connect with Google Sheets and Gmail. Follow this step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Email Automation

In this tutorial, we will explore how to use Pabbly Connect to send emails in even calendar weeks. This process is particularly useful for businesses like Supermart that wish to automate their marketing strategies. By leveraging Pabbly Connect, you can streamline communication with customers efficiently.

To begin, you need to have a Google Sheet containing your customer details. This sheet will serve as a database for the automation process, where Pabbly Connect will fetch the necessary data for sending emails. Let’s dive into the setup!

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2. Setting Up Pabbly Connect Workflow

To start using Pabbly Connect, first log in to your account. If you are new, click on the ‘Sign up for free’ button to create an account. Once logged in, navigate to your dashboard and click on the ‘Create Workflow’ button to initiate a new workflow.

• Name your workflow as ‘Send Email in Even Calendar Weeks’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Now that you have created the workflow, you will see the trigger and action setup. Here, the trigger will determine when the workflow will run, and the action will define what happens next. For our case, we will set up a schedule to send emails every even week.

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3. Configuring Trigger for Even Calendar Weeks

In this section, we will configure the trigger using the ‘Schedule Webhook’ option in Pabbly Connect. This allows you to set the specific day and time for sending emails. Choose Monday as the day and set the time to 10 a.m.

Next, to ensure that emails are sent only during even weeks, we will use the ‘Date Time Formatter by Pabbly’. This tool will help us fetch the current date, which is essential for checking if the week is even or odd. Here’s how to set it up:

• Select the format as MM-DD-YY.
• Click on ‘Save’ and test the request to confirm the current date is fetched correctly.

After obtaining the current date, we will utilize the ‘Number Formatter by Pabbly’ to determine if the current week is even. This involves using a spreadsheet formula to check the week number and its parity. If the result is 1, it indicates an even week.

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4. Adding Actions to Send Emails

Once we have the trigger set up, the next step is adding actions to our workflow. Start by adding a filter using ‘Filter by Pabbly’ to ensure emails are sent only when the week is even. Set the filter condition to check if the value equals 1. using Pabbly Connect

After confirming the filter, we will retrieve customer data from Google Sheets. The action event will be ‘Get Row’. Here’s how to configure this:

Connect your Google account to Pabbly Connect. Select your Google Sheet named ‘Customer Details’. Specify the range as A2:B21 to fetch customer names and emails.

After retrieving the data, use the ‘Iterator by Pabbly’ to process each customer entry. This will format the data into key-value pairs, making it easy to send personalized emails to each customer.

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5. Finalizing Email Sending with Gmail

Now, we will set up the final action to send emails through Gmail using Pabbly Connect. Select the action event as ‘Send Email’ and connect your Gmail account. This step is crucial as it establishes the link between Gmail and Pabbly Connect.

In the email configuration, use mapping to insert dynamic data such as the recipient’s email address, sender name, subject, and content. For example, the subject could be ‘Even Week Deals for [Customer Name]’, where [Customer Name] is mapped from the response received from the Google Sheets step.

After setting up the email content, click on ‘Save’ and run a test request to ensure everything is working correctly. If successful, an email will be sent to the customer, confirming that the automation is set up properly.

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Conclusion

In this tutorial, we have successfully set up a workflow using Pabbly Connect to send emails in even calendar weeks. By integrating Google Sheets and Gmail, businesses can automate their communication effectively. This setup not only saves time but also ensures that customers receive timely offers and updates.

Learn how to automate sending business flyers to your customers on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for WhatsApp Automation

To send business flyers to customers on WhatsApp, the first step is to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Simply visit the Pabbly Connect homepage by typing the URL in your browser.

Once on the Pabbly Connect homepage, you will find options to either sign in or sign up for free. If you are an existing user, click on ‘Sign In’. New users should choose ‘Sign Up for Free’ to create an account. After signing in, you will be directed to the dashboard where you can manage your workflows.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for sending flyers. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow, e.g., ‘Send Flyers to Customers on WhatsApp’.
• Select a folder for organization, such as ‘Google Sheets to WhatsApp Automation’.
• Click on the ‘Create’ button to proceed.

Once created, you will see two windows: one for the trigger and another for the action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this automation, select Google Sheets as the trigger application and WhatsApp Cloud API as the action application.

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3. Connecting Google Sheets to Pabbly Connect

To automate the sending of flyers, you need to connect Google Sheets to Pabbly Connect. Set Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheets, the workflow will be triggered.

Next, you will find a webhook URL provided by Pabbly Connect. This URL is essential for sending data from Google Sheets to Pabbly Connect. To connect, navigate to your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and finally ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

• After installation, refresh your Google Sheets to see the new add-on.
• Go to the Pabbly Connect webhook setup and paste the webhook URL in the designated field.
• Set the trigger column to the column that contains the WhatsApp numbers of your customers.

Finally, click on the ‘Send Test’ button to send a test response to Pabbly Connect, confirming that the connection is successful.

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4. Sending Flyers Using WhatsApp Cloud API

With Google Sheets connected to Pabbly Connect, the next step is to set up the action using WhatsApp Cloud API. Choose WhatsApp Cloud API as your action application and select the action event as ‘Send Template Message’. Click on ‘Connect Now’ to create a new connection.

In the connection setup, you will need to provide details such as your temporary access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API settings under Meta for Developers.

Copy the temporary access token and paste it in the designated field. Enter your phone number ID and WhatsApp business account ID. Click on ‘Save’ to establish the connection.

Once connected, you can configure the template message you wish to send along with the flyers. Ensure that your template is approved in the WhatsApp API to avoid any issues during sending.

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5. Automating the WhatsApp Message Sending

After setting up the WhatsApp Cloud API in Pabbly Connect, you can now automate sending messages to all your customers. Map the recipient’s mobile number from the previous response, ensuring that each message is personalized with the customer’s name.

Enter the URL of the flyer or brochure in the header image field. Fill in the body field with any variables you want to use, such as the customer’s name. Once all fields are correctly mapped, click on ‘Save and Send Test Request’ to send a test message to ensure everything is working properly.

Review the test response to confirm successful delivery. If successful, go back to Google Sheets and click on the ‘Send All Data’ button to send messages to all customers. This will automate the process of sending flyers without manual effort.

By following these steps, you can effectively automate the sending of business flyers to your customers on WhatsApp using Pabbly Connect.

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Conclusion

In this tutorial, we explored how to send business flyers to customers on WhatsApp using Pabbly Connect. By integrating Google Sheets and WhatsApp Cloud API, you can automate the sending process efficiently. This setup allows for personalized communication with your customers effortlessly.