Author: Rajpal Tomar

Learn how to automate Google Chat notifications for booking cancellations using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide to streamline your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Chat Notifications

To begin using Pabbly Connect for integrating Google Chat notifications, first, access your Pabbly Connect dashboard. You can sign up for a free account if you haven’t already. Once logged in, click on ‘Create Workflow’ to start your automation.

Next, name your workflow, for example, ‘Two Calendar to Google Chat’. This workflow will enable notifications for canceled bookings. After naming, click on ‘Create’ to proceed to the workflow setup.

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2. Trigger Setup with Two Calendar in Pabbly Connect

The first step in this automation is to set up the trigger using Pabbly Connect. In the trigger window, search for ‘Two Calendar’ and select it. Then, choose the trigger event as ‘Booking Canceled’ to capture details when a booking is canceled.

• Select ‘Two Calendar’ as the application.
• Choose ‘Booking Canceled’ as the trigger event.
• Copy the provided webhook URL for integration.

After setting up the trigger, paste the webhook URL into your Two Calendar account settings under the Webhook section. This step connects your Two Calendar account to Pabbly Connect, allowing it to receive cancellation details automatically.

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3. Capturing Cancellation Details in Pabbly Connect

Once the webhook is configured, Pabbly Connect will wait for a response from Two Calendar. To test this, cancel an existing booking in your Two Calendar account. This action will send the cancellation details to Pabbly Connect, confirming that the integration is working.

After canceling the booking, return to your Pabbly Connect dashboard. You should see the details of the canceled booking, including the name, email, and booking ID. This data is crucial for the next step where we will send notifications to Google Chat.

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4. Sending Notifications to Google Chat via Pabbly Connect

In this step, we will utilize Pabbly Connect to send a notification to Google Chat. In the action window, search for ‘Google Chat’ and select it. Choose the action event as ‘Create Message’ to specify that we want to send a message to a chat space.

• Select ‘Google Chat’ as the application.
• Choose ‘Create Message’ as the action event.
• Paste the Google Chat webhook URL.

After connecting Google Chat, you will need to configure the message content. Include details such as the name of the person whose booking was canceled, their email, mobile number, and the booking ID. This ensures that your team receives all relevant information promptly.

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5. Testing the Integration and Finalizing the Setup

After setting up the message content in Pabbly Connect, it’s time to test the integration. Click on ‘Save and Send Test Request’ to send a test message to your Google Chat space. You should receive a confirmation that the message was sent successfully.

Check your Google Chat account to verify that the message appears as expected. If all details are correct, your integration is complete. Now, every time a booking is canceled in Two Calendar, a notification will be automatically sent to your Google Chat, keeping your team informed.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate Google Chat notifications for booking cancellations. By following these steps, you can streamline your workflow and ensure your team stays updated on booking changes efficiently.

Learn how to use Pabbly Connect to automate WhatsApp notifications for new bookings. Follow this detailed tutorial for step-by-step guidance. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

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1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Pabbly Connect, first, access the Pabbly Connect dashboard. This platform is your central hub for creating automated workflows. If you are a new user, you can sign up in just two minutes; existing users can simply sign in. using Pabbly Connect

Once on the dashboard, look for the ‘Create Workflow’ tab. Click on it to name your workflow. For this integration, a suitable name could be ‘Send WhatsApp Messages for New Bookings’. After naming, click on ‘Create’ to proceed.

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2. Setting Up the Trigger Event in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. This integration will use ‘Q Calendar’ as the trigger application. Select Q Calendar and choose the trigger event as ‘Booking Created’. This means that every time a new booking is created, the workflow will be triggered. using Pabbly Connect

• Select Q Calendar as the trigger application.
• Choose the trigger event: Booking Created.
• Copy the generated webhook URL for connecting Q Calendar.

After copying the webhook URL, navigate to your Q Calendar account. Here, you need to configure the webhook by pasting the URL into the appropriate field. This step establishes a connection between Q Calendar and Pabbly Connect, enabling real-time updates.

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3. Testing the Webhook Response in Pabbly Connect

Once the webhook is set up, it’s essential to test the connection. Go back to Pabbly Connect and wait for the webhook response. To trigger this, create a new booking in Q Calendar. Fill in the required details like name, email, and mobile number, then schedule the event. using Pabbly Connect

After scheduling, return to Pabbly Connect. You should see the webhook response populated with booking details. This includes the event name, date, time zone (Asia/Kolkata), and user information. Ensure that the data is captured accurately as it will be used in the next steps.

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4. Formatting Date and Time Using Pabbly Connect

After receiving the webhook response, the next step is to format the date and time for sending the WhatsApp message. Pabbly Connect provides a feature called ‘Date Time Formatter’ to help with this. Choose this action and set it to ‘Format Date with Time Zone’. using Pabbly Connect

In this step, you will need to map the booking date and time from the previous step. Select the original date format (UTC) and set the desired output format (Asia/Kolkata). This ensures that the recipient receives the correct time for their booking.

• Select the format date option in Pabbly Connect.
• Map the original booking date and time.
• Set the output format to Asia/Kolkata.

Once you have configured the date and time formatting, save the settings. This step is crucial as it prepares the information for the final WhatsApp message.

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5. Sending WhatsApp Message through Pabbly Connect

The final step is to send the WhatsApp message using the Interact application integrated with Pabbly Connect. Select Interact as the action application and choose the action event ‘Send WhatsApp Template Message’. This will allow you to send a pre-defined message to the user. using Pabbly Connect

To set this up, you will need to connect your Interact account by entering the secret key from the developer settings of your Interact account. After connecting, you will need to map the necessary fields such as the recipient’s phone number, template code, and any variable values needed for personalization.

Choose Interact and select the action event. Connect to your Interact account using the secret key. Map the recipient’s details and template values.

Once everything is set up, save and send a test request. If configured correctly, the user will receive a WhatsApp message with their booking details, confirming the successful integration of WhatsApp and Pabbly Connect.

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Conclusion

Integrating WhatsApp with Pabbly Connect allows for automated notifications for new bookings. By following the steps outlined, users can ensure seamless communication and enhance their booking experience.

Learn how to integrate Google Chat with Pabbly Connect to automate notifications for new bookings using step-by-step instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Google Chat with Pabbly Connect, first, access the Pabbly Connect dashboard. You can sign up or log in if you’re an existing user. This process is quick and straightforward, taking less than two minutes.

Once logged in, you will see the dashboard. On the right side, click on the ‘Create Workflow’ button. This will open a dialog box where you can name your workflow. For this integration, name it ‘Send Google Chat Notification for Two Calendar Booking’ and click on ‘Create’.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow in Pabbly Connect. The trigger application will be Two Calendar, which is used for scheduling appointments. Select ‘Two Calendar’ as your trigger application.

• Choose ‘Booking Created’ as the trigger event.
• This trigger will activate whenever a new booking is created.
• Pabbly Connect captures this event in real-time, ensuring immediate action.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Two Calendar with Pabbly Connect.

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3. Configuring Two Calendar to Send Data to Pabbly Connect

Now, navigate to your Two Calendar account. Go to the calendar settings and find the option for webhooks. Here, you will add a new webhook using the URL copied earlier from Pabbly Connect.

To set up the webhook:

• Click on ‘Add Webhook’ and paste the copied URL.
• Select the action as ‘Create Booking’ and save the settings.

Once saved, the webhook will be ready to send data to Pabbly Connect whenever a new booking is created, thus completing the trigger setup.

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4. Testing the Integration in Pabbly Connect

After setting up the webhook in Two Calendar, it’s essential to test the integration. To do this, create a mock booking in Two Calendar. For instance, schedule an event for a specific date and time.

Once the booking is created, return to Pabbly Connect and check if the webhook has received the data. You should see details like booking date, time, and user information. This confirms that the trigger is functioning correctly.

If the data appears correctly, proceed to the next step where you format the date and time using the Date Time Formatter feature in Pabbly Connect. This step ensures that the data is in the desired format before sending it to Google Chat.

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5. Sending Notifications to Google Chat Using Pabbly Connect

The final step is to send a notification to Google Chat. In Pabbly Connect, select Google Chat as your action application. Choose the action event as ‘Create Message’.

To configure this, you will need the chat webhook URL from your Google Chat workspace. After connecting, paste the webhook URL into Pabbly Connect and compose your message, including details from the booking.

Map the event name, booking number, and date and time into the message. You can also include registrant details like name and contact information.

Once your message is configured, click ‘Save and Send Test Request’ to check if the message is delivered to your Google Chat. If successful, your integration is complete, and you will receive notifications for new bookings instantly.

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Conclusion

Integrating Google Chat with Pabbly Connect allows for seamless notifications for new bookings. By following these steps, you can automate your workflow and keep your team informed in real-time.

Learn how to automate WooCommerce orders to Asana tasks using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Setting Up Pabbly Connect for WooCommerce and Asana Integration

To start integrating WooCommerce orders into Asana, you need to access Pabbly Connect. First, log into your Pabbly account and navigate to the dashboard. Here, you will find the option to create a new workflow.

Click on the blue button labeled ‘Create Workflow’. Name your workflow something relevant, such as ‘Add Multiple WooCommerce Product Orders to Asana as Task’. This name will help you identify the workflow later. After naming it, click on ‘Create’ to proceed to the workflow setup.

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2. Configuring the Trigger Event in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. The trigger will be the event of a new order created in WooCommerce. Select WooCommerce as your trigger application and choose the event ‘New Order Created’.

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

Next, you need to integrate this webhook URL into your WooCommerce settings. Navigate to WooCommerce settings, find the ‘Advanced’ tab, and then go to ‘Webhooks’. Click on ‘Add Webhook’ and fill in the necessary details to create a new webhook. This will establish the connection between WooCommerce and Pabbly Connect.

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3. Transforming Data Using Pabbly Connect Features

After capturing the order details, you will want to format the data for easier processing. In this step, use the ‘Data Transformer’ feature in Pabbly Connect to convert the line items from WooCommerce into a more manageable format.

Click on the plus icon to add an action step, then select ‘Line Itemizer’. This feature will convert the line items from the order into a comma-separated list. Map the line items from the previous step into this action.

• Add a new action step for ‘Line Itemizer’.
• Map the line items from the WooCommerce order to this action.
• Save and test this step to ensure it formats correctly.

Now, you will have the data structured in a way that makes it easier to assign tasks in Asana. This transformation is crucial for ensuring that the information is clear and organized.

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4. Creating Tasks in Asana with Pabbly Connect

With the transformed data ready, the next step is to create tasks in Asana using the information from WooCommerce. Select Asana as your action application and choose the action event ‘Create Task’.

Connect your Asana account to Pabbly Connect and select the workspace where you want to create the task. Map the relevant fields such as task name, notes, and due date using the data you previously formatted. This ensures that each order is logged as a task in the correct project.

Select Asana as the action application. Map the task details such as task name and due date. Save and test the task creation.

Once the task is created, you can verify it in your Asana project. This integration allows for seamless task management based on incoming orders from WooCommerce.

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5. Finalizing the Integration and Testing

After setting up everything, it’s crucial to test the entire workflow to ensure everything is functioning correctly. Place a test order in WooCommerce and check if the task appears in Asana as expected.

Monitor the responses in Pabbly Connect to ensure that all data is being passed correctly. If there are any issues, revisit each step to troubleshoot and ensure proper mapping and connections. Testing is an essential part of the integration process.

Once confirmed, you can use this automation for all future orders, saving time and effort in task management. This integration effectively streamlines your workflow between WooCommerce and Asana through Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the integration between WooCommerce and Asana. By following these steps, you can seamlessly manage multiple orders as tasks in Asana, enhancing your productivity and organization.

Learn how to integrate PAB with Google, Gmail, and Salesforce to automate email notifications for closed opportunities. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

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1. Setting Up PAB for Google and Salesforce Integration

The integration of PAB with Google and Salesforce allows for automated email notifications. To start, log into your PAB account and navigate to the dashboard. Click on the big blue button labeled ‘Create Workflow’ to begin your automation process.

Once you click ‘Create Workflow’, give it a suitable name like ‘Send Email for Closed One Opportunity in Salesforce’. After naming your workflow, click on ‘Create’ to proceed. This will set up a blank workflow where you will define the trigger and action for your integration.

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2. Defining the Trigger in Salesforce

To automate the email notification, you need to set up Salesforce as the trigger application. The trigger event is when an opportunity stage is updated to ‘Closed Won’. Click on ‘Add New Connection’ to connect Salesforce to PAB.

• Select Salesforce as the trigger application.
• Choose the event ‘Update Field on Record’.
• Specify the field to be updated as ‘Stage’.

After connecting Salesforce, select the object as ‘Opportunity’ and set the field to update as ‘Stage’. Make sure to specify that it should be updated to ‘Closed Won’ within single quotes. This setup ensures that only when the stage changes to ‘Closed Won’, the automation will trigger.

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3. Setting Up the Email Action with Gmail

Next, you will set Gmail as the action application to send the email notification. Click on ‘Add New Connection’ under the action section and connect your Gmail account to PAB.

After successfully connecting Gmail, you need to fill in the email details. Start by specifying the recipient’s email address, which will be mapped from the trigger response. Then, enter the sender’s name, subject, and body of the email. Here’s how you can structure the email:

• Subject: ‘Opportunity Updated to Closed Won’
• Body: ‘Dear User, your opportunity has been marked as Closed Won.’
• You can customize the email content as needed.

Once you have filled in all the details, click on ‘Save and Send Test Request’ to ensure the email is sent correctly. This step confirms that your integration works seamlessly.

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4. Testing the Integration Between PAB, Google, and Salesforce

After setting up both the trigger and action, it’s time to test the integration. Go back to Salesforce and create a new opportunity. Initially, set the stage to something other than ‘Closed Won’, such as ‘Negotiation and Review’. Save this opportunity.

Next, edit the opportunity and change the stage to ‘Closed Won’. After saving the changes, return to PAB and send a test request. This will retrieve the recently changed opportunity details. Ensure that the email address is included in the response, as this is crucial for sending notifications.

Once you confirm that the email address is captured correctly, finalize the workflow in PAB. This involves ensuring that the email is sent to the right recipient whenever the opportunity stage is updated to ‘Closed Won’.

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5. Conclusion: Automating Notifications with PAB and Google

Integrating PAB with Google, Gmail, and Salesforce streamlines your workflow by automating email notifications for closed opportunities. This setup not only saves time but also ensures effective communication with your customers.

By following the steps outlined above, you can easily implement this automation. Whenever an opportunity in Salesforce is marked as ‘Closed Won’, an email notification will be automatically sent through Gmail, enhancing your operational efficiency.

Learn how to automate the creation of Lex Office contacts from Microsoft Excel using Pabbly Connect. Step-by-step guide with detailed instructions. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

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1. Accessing Pabbly Connect for Integration

To automate the creation of Lex Office contacts from Microsoft Excel, you need to access Pabbly Connect. First, create a free account if you haven’t already. This allows you to utilize the integration features without any costs initially.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. This action is essential as it sets up the integration process between Microsoft Excel and Lex Office using Pabbly Connect.

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2. Setting Up Your Workflow in Pabbly Connect

In this step, you will need to name your workflow for easy identification. For instance, you can name it ‘Create Lex Office Contact from Microsoft Excel Automatically’. After naming it, click the ‘Create’ button to proceed.

• Select the trigger application as Microsoft Excel.
• Choose the event as ‘New Row Added in Worksheet’.
• Connect your Microsoft Excel account to Pabbly Connect.

After setting the trigger, you will see that Pabbly Connect allows you to select the specific workbook from your Excel account. Choose the workbook that contains your customer data, which is crucial for the next steps.

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3. Mapping Data to Lex Office

Once your Excel data is connected, you will need to map the fields required for creating a contact in Lex Office. Pabbly Connect makes this process seamless by allowing you to select data directly from your Excel sheet.

• Map the first name, last name, email address, phone number, and other necessary fields.
• Ensure all data is correctly mapped to avoid errors during contact creation.

This mapping feature is particularly useful as it avoids manual data entry, ensuring that every new contact added in Excel is automatically reflected in Lex Office through Pabbly Connect.

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4. Creating the Contact in Lex Office

With the data mapped, the next step is to set up the action in Pabbly Connect. Select Lex Office as your action application and choose the event ‘Create Contact’. This action will create a new contact based on the data received from Excel.

To connect your Lex Office account, you will need an API token. Retrieve this token from your Lex Office account and paste it into Pabbly Connect. Once connected, Pabbly Connect will handle the data transfer automatically.

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5. Testing and Activating the Integration

After setting everything up, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test contact to Lex Office, confirming that the integration works correctly.

Once the test is successful, activate your workflow. This means every time a new row is added in your Excel sheet, Pabbly Connect will automatically create a corresponding contact in Lex Office without any manual intervention.

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Conclusion

Using Pabbly Connect to automate the creation of Lex Office contacts from Microsoft Excel streamlines your workflow. This integration saves time and reduces errors, allowing for efficient management of customer data.

Learn how to integrate multiple forms using Pabbly Connect, WebEx, Google Sheets, and more through automation. Follow our detailed tutorial for seamless data collection. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin using Pabbly Connect for automation, sign up for a free account on their website. Pabbly Connect is an integration platform that allows you to connect multiple applications seamlessly. using Pabbly Connect

Once signed up, log in to your account and navigate to the dashboard. Click on the ‘Create Workflow’ button to start setting up your automation. You will be prompted to name your workflow, so choose a relevant name for easy identification.

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2. Creating a Webhook Integration in Pabbly Connect

In this step, you’ll create a webhook integration using Pabbly Connect. Click on the trigger field and select ‘Webhook by Pabbly’ as your application. This will generate a unique webhook URL that you will use to connect your forms. using Pabbly Connect

• Select ‘Webhook by Pabbly’ as your trigger application.
• Copy the generated webhook URL for later use.

Now, you can integrate this webhook URL with your forms. For this demonstration, we will use Jotform to connect multiple forms. Navigate to your Jotform dashboard and select the forms you want to connect.

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3. Integrating Forms with the Webhook URL

To connect your Jotform forms with the webhook, go to the settings of each form. Under the Integrations tab, search for ‘Webhooks’ and paste the copied webhook URL into the designated field. using Pabbly Connect

• Open the settings of your contact form and paste the webhook URL.
• Repeat the process for any additional forms, such as the online course registration form.

Once both forms are integrated with the same webhook URL, they will automatically send data to Pabbly Connect whenever a form is submitted. You can now proceed to test your integration.

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4. Testing Form Submissions in Pabbly Connect

After setting up your forms, it’s time to test the integration. Open your contact form and fill in the required fields. Once submitted, Pabbly Connect will capture the form data in the workflow. using Pabbly Connect

Check the response section in Pabbly Connect to confirm that the data has been received correctly. You should see all the fields populated with the data you entered during the test submission.

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5. Sending Data to Google Sheets via Pabbly Connect

Now that you have tested the form submissions, you can set up an action to send this data to Google Sheets. In the action window of Pabbly Connect, select Google Sheets and choose the ‘Add New Row’ option. using Pabbly Connect

Connect your Google account and select the spreadsheet where you want the data to be stored. Map the fields from the form submission to the corresponding columns in your Google Sheets. This ensures that the data is organized properly.

After mapping the fields, click on ‘Save and Send Test Request’ to verify that the data is sent correctly to Google Sheets. Check your spreadsheet to confirm that the new row has been added with the submitted data.

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Conclusion

This tutorial demonstrates how to integrate multiple forms using Pabbly Connect, allowing for seamless data collection and automation. By following these steps, you can automate your workflows efficiently and enhance your productivity.

Learn how to automate file conversion from Google Drive to Cloud Convert and back using Pabbly Connect in this detailed tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating file conversions, access Pabbly Connect by visiting their website. If you are a new user, you can sign up for a free account, which allows you to perform 100 tasks without charge. Once logged in, you will reach the dashboard where you can create workflows.

In the dashboard, click on the ‘Create Workflow’ button. A dialog will appear asking you to name your workflow. For this tutorial, name it something descriptive like ‘File Conversion Automation’. This helps in easily identifying the purpose of the workflow later on.

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2. Setting Up Google Drive as the Trigger Application

In this section, we will set Google Drive as the trigger application in Pabbly Connect. Select Google Drive from the application list and choose the trigger event as ‘New File’. This means the workflow will activate whenever a new file is uploaded to your specified Google Drive folder.

Next, you will need to connect your Google Drive account to Pabbly Connect. Click on the ‘Connect’ button and authorize access to your Google Drive account. After connecting, specify the folder path where new files will be uploaded. This is crucial as it defines where Pabbly Connect will monitor for new files.

• Select Google Drive in the Choose App section.
• Choose ‘New File’ as the trigger event.
• Connect your Google Drive account to Pabbly Connect.

Once the connection is established, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can successfully retrieve the details of the new file uploaded.

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3. Integrating Cloud Convert for File Conversion

With Google Drive set up, the next step is to integrate Cloud Convert for converting files. In the action window of Pabbly Connect, search for Cloud Convert and select it. Choose the action event as ‘Convert a File’. This action will be triggered after a new file is detected in Google Drive.

After selecting the action event, connect your Cloud Convert account to Pabbly Connect. This is necessary for Pabbly Connect to access Cloud Convert’s functionalities. Once connected, you will need to map the file URL from the previous step, which refers to the file uploaded in Google Drive.

• Select Cloud Convert in the action step.
• Choose ‘Convert a File’ as the action event.
• Map the file URL from Google Drive to Cloud Convert.

Specify the input format of the file and choose the desired output format (e.g., PDF). After setting the parameters, click on ‘Save and Send Test Request’ to initiate the conversion process.

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4. Uploading the Converted File to Google Drive

After the conversion is complete, the next step is to upload the converted file back to Google Drive. In the action window of Pabbly Connect, add another action step and select Google Drive again. This time, choose the action event as ‘Upload a File’.

Connect your Google Drive account once more if necessary. You will need to map the URL of the converted file from Cloud Convert into this action. Additionally, specify the folder path where you want the converted file to be saved in Google Drive.

Select Google Drive as the action application. Choose ‘Upload a File’ as the action event. Map the converted file URL to the upload action.

Click on ‘Save and Send Test Request’ to finalize the upload process. Check your Google Drive to confirm that the file has been uploaded successfully.

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5. Testing and Finalizing the Workflow

Now that all steps are set up, it’s essential to test the entire workflow to ensure everything is functioning as expected. Upload a new file into the specified Google Drive folder and observe whether it triggers the workflow in Pabbly Connect.

After the file is uploaded, check if the conversion occurs in Cloud Convert and if the converted file is uploaded back to Google Drive. This end-to-end testing will confirm that your automation is working seamlessly.

Upload a test file to Google Drive. Verify the conversion in Cloud Convert. Check Google Drive for the uploaded converted file.

If all steps are successful, congratulations! You have successfully automated the file conversion and upload process using Pabbly Connect.

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Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate file conversion and uploads between Google Drive and Cloud Convert. By following these steps, you can streamline your file management process and save time.

Learn how to integrate Automation with PAB and WhatsApp to send personalized video messages effortlessly. Follow this detailed tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Introduction to Automation and PAB

Automation is a powerful tool that simplifies tasks, and when combined with PAB, it enhances efficiency. In this tutorial, we will explore how to use Automation to send personalized messages via WhatsApp.

Using PAB, we can create workflows that automatically send messages based on specific triggers. This integration allows businesses to engage with employees or clients effectively, especially for occasions like birthdays.

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2. Setting Up the Workflow in PAB

To begin, log into your PAB account and navigate to the dashboard. Click on the ‘Create Workflow’ button to initiate the process. You will need to name your workflow, such as ‘Send Birthday Messages’.

After naming your workflow, you will set up the trigger and actions. The trigger will be a scheduled event that checks for birthdays in your Google Sheets. Here are the steps to follow:

• Click on ‘Schedule’ in PAB to set the workflow frequency.
• Choose to run the workflow daily at a specific time, e.g., 10:00 AM.
• Save your settings to confirm the schedule.

This setup ensures that your workflow checks for birthdays every day at the designated time, making it efficient and timely.

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3. Fetching Current Date and Lookup in Google Sheets

The next step involves fetching the current date to compare it with the birthdays listed in your Google Sheets. Use the PAB feature called ‘Date Time Formatter’ to retrieve the current date.

After fetching the current date, you’ll need to look up the corresponding birthday in your Google Sheets. Follow these steps:

• Select ‘Google Sheets’ as your next action application.
• Choose ‘Lookup Spreadsheet Row’ as the action event.
• Connect your Google account to allow PAB to access your sheets.

Ensure you select the correct spreadsheet that contains the employee birthday data. This will allow the workflow to fetch the relevant information accurately.

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4. Creating Personalized Video Messages with Be Human

Once you have the birthday data, the next step is to create personalized video messages using the Be Human application. Start by adding a new action step and selecting Be Human as your application. using Pabbly Connect

In this step, you will generate a video message. Here’s how to set it up:

Select ‘Generate Video’ as the action event in Be Human. Connect your Be Human account using the Client ID and Client Secret from your Be Human settings. Map the variables such as the name of the employee to personalize the message.

After setting up the video generation, you can add a delay to allow processing time before sending the video. This ensures that the video is ready for distribution.

Conclusion

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

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5. Sending Messages on WhatsApp and Conclusion

Finally, once the personalized video is ready, you can send it to employees via WhatsApp. This step involves adding another action in your workflow to share the generated video link.

To send the video on WhatsApp, follow these steps:

Select WhatsApp as the final action application. Map the video URL to send it to the employee’s contact number. Test the workflow to ensure that the message sends successfully.

This integration allows you to automate birthday wishes seamlessly, enhancing employee engagement. In conclusion, using PAB and Automation with WhatsApp simplifies the process of sending personalized messages, saving time and effort while making your team feel valued.

Learn how to send WhatsApp messages to new Facebook leads using Pabbly Connect in this detailed tutorial. Follow the steps for seamless integration. 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 WhatsApp Integration

To begin using Pabbly Connect, first access the dashboard by signing up through the free link provided. This is your starting point for integrating WhatsApp with Facebook leads.

After signing up, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for example, ‘Facebook Leads to WhatsApp’, and then click on the ‘Create’ button to set up your integration.

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2. Configuring Facebook Lead Ads in Pabbly Connect

In Pabbly Connect, the next step is to set up the trigger for your workflow. In the trigger window, search for ‘Facebook Lead Ads’ and select it.

• Choose ‘New Lead’ as the trigger event.
• Click on ‘Connect’ and select ‘Add New Connection’.
• Connect your Facebook account by clicking the ‘Connect with Lead Ads’ button.

Once connected, select the Facebook page where your lead ads are running. Choose the lead generation form from which you want to capture new leads and click on ‘Save and Send Test Request’.

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3. Sending WhatsApp Messages to New Leads

Now that you have set up the trigger, it’s time to configure the action in Pabbly Connect. In the action window, search for ‘Double Tick’ and select it.

• Choose ‘Send WhatsApp Template Message’ as the action event.
• Click on ‘Connect’ and add a new connection using your Double Tick API key.
• Map the WhatsApp number from the lead details captured in the previous step.

After mapping the phone number, select the template you want to use for the WhatsApp message from your Double Tick account. Ensure that the template has been approved by Facebook.

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4. Testing Your Integration with Pabbly Connect

With the setup complete, it’s time to test your integration in Pabbly Connect. Generate a test lead using the Facebook Lead Ads testing tool to see if the WhatsApp message is sent successfully.

Once you submit the test lead, check the WhatsApp account associated with the number you used. You should receive the template message confirming the lead registration.

This process verifies that your automation is functioning correctly, allowing you to send WhatsApp messages to new leads generated from Facebook.

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5. Conclusion: Automate Your Lead Nurturing with Pabbly Connect

In conclusion, using Pabbly Connect to integrate WhatsApp with Facebook Lead Ads streamlines your lead nurturing process. By following these steps, you can automate communication with new leads effectively.

This integration not only saves time but also ensures that your leads receive timely messages, enhancing your engagement strategy. Start using Pabbly Connect today to automate your workflows seamlessly.

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