Author: Rajpal Tomar

Learn how to automate Gravity Forms submissions to Airtable using Pabbly Connect. This detailed tutorial walks you through each step of the integration process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. This platform allows you to automate workflows between different applications effectively. Start by signing up for a free account on Pabbly Connect, which can be done in just two minutes.

Once you are logged into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You can name your workflow, for example, ‘Gravity Form to Airtable’. This sets the stage for the automation you are about to create.

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2. Setting Up the Trigger with Gravity Forms

In this step, you will set up the trigger using Gravity Forms. In the trigger window, search for ‘Gravity Forms’ and select it. Next, choose the trigger event as ‘New Responses’ from the dropdown menu.

• Select ‘New Responses’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Install the Webhook plugin in Gravity Forms.
• Paste the webhook URL in your Gravity Forms settings.

After saving the settings in Gravity Forms, the webhook will be ready to capture new submissions. This means that every time a new form submission is made, the data will be sent to Pabbly Connect.

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3. Capturing Form Submission Data in Pabbly Connect

Now that the webhook is set up, you need to test it by submitting a form. Open the form in preview mode and submit a test entry. Once submitted, return to Pabbly Connect to see the captured data.

In the trigger window, you will see the details of the submission, including the name, email, mobile number, age, and gender. This confirmation indicates that the integration is working correctly, and Pabbly Connect is receiving data from Gravity Forms.

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4. Adding an Action Step to Create Records in Airtable

Next, you will set up the action step to send the captured data to Airtable. In the action window, search for ‘Airtable’ and select it. Choose the action event as ‘Create Record’ from the dropdown.

• Connect your Airtable account to Pabbly Connect using the API token.
• Select the base and table where you want to add the new record.
• Map the fields from Gravity Forms to Airtable columns.

After mapping the fields, click ‘Save and Send Test Request’. If successful, the data will be added as a new record in Airtable, confirming that Pabbly Connect has successfully facilitated the integration.

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5. Testing the Automation Workflow

Finally, test your automation by submitting another form entry in Gravity Forms. Ensure that the details are correctly captured and sent to Airtable. Check your Airtable database to see if the new record appears with the correct information.

This step confirms that the entire workflow is functioning as intended. Whenever a new submission occurs in Gravity Forms, Pabbly Connect ensures that the details are automatically added to Airtable, streamlining your data management process.

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Conclusion

In this tutorial, we explored how to integrate Gravity Forms with Airtable using Pabbly Connect. This process automates data entry, ensuring efficiency and accuracy in your workflows. By following these steps, you can easily set up similar integrations for other applications as well.

Learn how to integrate Teachable and Airtable using Pabbly Connect. Follow this detailed tutorial for seamless automation of student enrollment processes. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Airtable with Teachable, first, access Pabbly Connect. You can do this by signing in or creating a new account on the Pabbly Connect dashboard. Once logged in, you will be greeted by the dashboard interface, where you can create your workflow.

Click on the ‘Create Workflow’ button located on the right side of the dashboard. A dialog box will appear, prompting you to name your workflow. For this integration, you might name it ‘Unenroll Teachable Student from Airtable’ and then click on ‘Create’ to proceed.

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2. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow in Pabbly Connect. Select Airtable as your trigger application. The event that will initiate this workflow is ‘New Record’. This means that every time a new record is added in Airtable, it will trigger the workflow.

• Select Airtable as your trigger app.
• Choose the trigger event as ‘New Record’.
• Click on ‘Connect’ to link your Airtable account.

After connecting your Airtable account, you will need to specify the base, table, and the trigger field. Ensure that you have a created field in your Airtable schema to capture the date and time of the record creation. Once these details are filled in, click on ‘Save and Send Test Request’ to ensure the connection is successful.

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3. Adding Filter Conditions in Pabbly Connect

Next, we will add a filter condition in Pabbly Connect to ensure the workflow proceeds only when specific course statuses are met. This filter will check if the course status is either ‘Completed’ or ‘Unenrolled’ before proceeding to the next action.

• Select the filter condition type.
• Set the condition as ‘Course Status’ equals ‘Completed’.
• Add an OR condition for ‘Course Status’ equals ‘Unenrolled’.

After configuring the filter, click on ‘Save’ and send a test request. If the conditions are met, the workflow will proceed to the next step. This ensures that only relevant records will trigger further actions.

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4. Searching for the User in Teachable

After setting the filter, the next step in Pabbly Connect is to search for the user in Teachable. Select Teachable as your action application and choose the action event as ‘Search User’. This action will verify if the student exists in your Teachable account.

To connect your Teachable account, you will need to provide your email, password, and the subdomain of your Teachable account. Once connected, map the email address from the previous steps to find the user. Click ‘Save and Send Test Request’ to check if the user exists.

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5. Unenrolling the Student from Teachable

The final step is to unenroll the student from the course in Teachable using Pabbly Connect. Select Teachable again as your action application and choose the action event ‘Unenroll Student from Course’. You will need to map the student ID and course ID to complete this action.

After mapping these details, click on ‘Save and Send Test Request’. This will execute the unenrollment process. You can verify this by checking the student’s enrollment status in Teachable, confirming that they have been successfully unenrolled.

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Conclusion

In this tutorial, we demonstrated how to integrate Airtable with Teachable using Pabbly Connect. This integration automates the unenrollment process for students based on their course status in Airtable. By following these steps, you can streamline your student management efficiently.

Learn how to automate course enrollment in Thinkific using Pabbly Connect and WooCommerce. Follow this detailed 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. Setting Up Pabbly Connect for WooCommerce and Thinkific Integration

To automate course enrollment in Thinkific using Pabbly Connect, start by accessing your Pabbly Connect dashboard. This integration will help you register users automatically whenever they purchase a course from your WooCommerce store.

Begin by creating a workflow in Pabbly Connect. Click on the blue ‘Create Workflow’ button and name your workflow, such as ‘Enroll User to Thinkific Course for WooCommerce Orders Automatically’. Once created, you will see two boxes for trigger and action.

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2. Connecting WooCommerce to Pabbly Connect

In this section, we will connect WooCommerce to Pabbly Connect to capture new orders. Select WooCommerce as your trigger application and set the trigger event to ‘New Order Created’. This ensures that every time a new order is placed, the automation will be triggered.

• Select WooCommerce as the trigger application.
• Set the trigger event to ‘New Order Created’.
• Copy the provided webhook URL from Pabbly Connect.
• Navigate to WooCommerce settings and add the webhook URL.

After adding the webhook, click on the ‘Save Webhook’ button in WooCommerce. This will establish a connection between WooCommerce and Pabbly Connect, allowing order data to be captured automatically.

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3. Setting Up User Registration in Thinkific

Next, you need to set up user registration in Thinkific via Pabbly Connect. After capturing the order data, the next step is to check if the user already exists in Thinkific. For this, select Thinkific as your action application and set the action event to ‘Search User’.

Map the email address from the WooCommerce order to the search criteria in Thinkific. This allows Pabbly Connect to determine if the user is already registered. If the user exists, proceed to enroll them in the course; if not, create a new user.

• Select Thinkific as the action application.
• Set the action event to ‘Search User’.
• Map the email address from WooCommerce to the search query.

Once the user is verified, you can decide the next steps based on whether they already have an account or not, using the powerful routing feature of Pabbly Connect.

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4. Enrolling Users in the Course Automatically

After checking user existence, the next step in Pabbly Connect is to enroll the user in the Thinkific course. If the user exists, select the ‘Enroll User’ action event in Thinkific. Map the user ID from the search results to ensure the correct user is enrolled.

If the user does not exist, the workflow should create a new user in Thinkific first. For this, set the action event to ‘Create User’ and map the necessary fields such as first name, last name, and email address from the WooCommerce order data.

If user exists, enroll them in the course using ‘Enroll User’ action. If user does not exist, create a user with the ‘Create User’ action. Map user details from the WooCommerce order.

This setup ensures that every time a new order is placed, users are either registered or enrolled in the course automatically, streamlining the entire process through Pabbly Connect.

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5. Testing the Automation Workflow

Finally, it’s essential to test your automation workflow in Pabbly Connect. Create a test order in WooCommerce and check if the user is properly registered and enrolled in Thinkific. This will confirm that your integration is functioning as expected.

Monitor the responses in Pabbly Connect to verify that the correct data is being captured and that users are being enrolled appropriately. Adjust any mappings or settings as necessary based on the test results.

By following these steps, you can effectively automate the enrollment process for your courses using Pabbly Connect and WooCommerce, saving time and enhancing user experience.

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Conclusion

This tutorial demonstrates how to automate course enrollment in Thinkific using Pabbly Connect and WooCommerce. By setting up triggers and actions, you can streamline the process and enhance your course management efficiency.

Learn how to automate Gravity Forms submissions to Google Drive and Slack using Pabbly Connect in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

Pabbly Connect is your go-to platform for automating tasks between different applications. To start, access Pabbly Connect by signing up for a free account. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a name. This workflow will automate the process of saving Gravity Forms submissions to Google Drive and sending notifications to Slack. After naming your workflow, click ‘Create’ to proceed.

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2. Setting Up the Trigger with Gravity Forms

The first step in your automation is to set up the trigger using Gravity Forms. In Pabbly Connect, select Gravity Forms as the trigger application and choose the event ‘New Response’. This action will initiate the workflow each time a form submission is received.

• Search for and select Gravity Forms.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided.

Next, you will need to set this webhook URL in your Gravity Forms settings. Go to your WordPress dashboard, open the form settings for the specific form you are using, and scroll down to find the Webhooks option. Add a new webhook connection by pasting the URL you copied from Pabbly Connect.

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3. Testing the Connection with Gravity Forms

After setting up the webhook in Gravity Forms, it’s time to test the connection. Fill out the form manually to generate a test submission. This step is crucial as it allows Pabbly Connect to capture the data sent from Gravity Forms.

Once you submit the form, return to Pabbly Connect to see if the data appears in the response section. You should see the details of the submission, including fields like name and email, along with any uploaded files.

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4. Creating a Folder in Google Drive

The next step is to create a folder in Google Drive where the uploaded files will be stored. In Pabbly Connect, add an action step and select Google Drive as the application. Choose the action event ‘Create a File or Folder’.

• Connect your Google Drive account.
• Select ‘Drive Folder’ as the file type.
• Map the folder name to the name field from the Gravity Forms submission.

After configuring these settings, click on ‘Save and Send Test Request’. If successful, a new folder will be created in your Google Drive with the name you specified. You can verify this by checking your Google Drive.

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5. Uploading the File to Google Drive

Now that the folder is created, the next step is to upload the file received from the Gravity Forms submission into this newly created folder. In Pabbly Connect, add another action step and select Google Drive again, this time choosing ‘Upload a File’ as the action event.

Select the existing connection to your Google Drive and map the file URL from the previous step. Also, ensure to map the folder ID where the file should be stored. Click on ‘Save and Send Test Request’ to upload the file. If successful, you will see the confirmation in the response section.

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6. Notifying Your Team on Slack

The final step in this automation is to notify your team via Slack. In Pabbly Connect, add another action step and select Slack as the application. Choose ‘Send Channel Message’ as the action event.

Connect your Slack account and select the channel where you want to send the notification. Write a message to inform your team about the new form submission, including details like the name and email from the submission. After configuring the message, click ‘Save and Send Test Request’ to send the notification.

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Conclusion

This tutorial demonstrates how to automate Gravity Forms submissions to Google Drive and Slack using Pabbly Connect. By following these steps, you can streamline your workflow and ensure your team is always updated with the latest submissions.

Learn how to automate customer creation in Customer.io from Gravity Forms submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 begin using Pabbly Connect, first log into your account or create a free account if you haven’t already. This integration platform allows you to connect various applications seamlessly, including Gravity Forms and Customer.io.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will be able to create a new workflow that automates the process of creating customers in Customer.io from Gravity Forms submissions.

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2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in Pabbly Connect. Name your workflow something descriptive, such as ‘Create Customers in Customer.io from Gravity Form Submission’ and click on ‘Create’ to proceed.

• Select Gravity Forms as the application for the trigger.
• Choose the trigger event as ‘New Response’ to capture form submissions.

After selecting the trigger, you will see a webhook URL generated by Pabbly Connect. This URL needs to be copied and pasted into your Gravity Forms settings to establish the connection.

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3. Configuring Gravity Forms with Pabbly Connect

Now, head over to your Gravity Forms dashboard. Edit the form you want to connect and find the settings option where you can add the webhook URL. Paste the copied URL into the webhook settings of your form.

After saving the settings, perform a test submission in your Gravity form. This step is crucial as it allows Pabbly Connect to capture the form data and confirm that the connection is working correctly.

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4. Connecting Customer.io with Pabbly Connect

After successfully integrating Gravity Forms, the next step is to connect Customer.io. In Pabbly Connect, select Customer.io as the action application and choose the action event as ‘Create Customer’.

To connect Customer.io, you will need to provide your Site ID and API key, which can be found in your Customer.io account settings. Once entered, click on ‘Save’ to establish the connection.

• Map the unique ID and email address from the Gravity Forms submission data.
• Add any additional information such as first name and last name by mapping those fields as well.

After mapping the necessary fields, test the action to ensure that the customer is created successfully in Customer.io.

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5. Finalizing the Integration

Once all configurations are complete, return to Pabbly Connect and trigger the workflow to see if the customer is created in Customer.io. Refresh your Customer.io dashboard to verify that the new customer appears with all the mapped details.

This automation allows you to seamlessly sync data from Gravity Forms to Customer.io without any manual effort. By using Pabbly Connect, you automate the entire process, making it efficient and time-saving.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate customer creation in Customer.io from Gravity Forms submissions. This integration streamlines your workflow, saving you time and effort while ensuring accurate data transfer.

Learn how to automate document creation from Google Forms and send it via WhatsApp using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, access the dashboard. Pabbly Connect is the central platform that allows you to integrate various applications, including Google Forms and WhatsApp. using Pabbly Connect

If you are a new user, sign up to create an account. Existing users can simply log in. Upon account creation, you’ll receive 100 free tasks, which helps you get started easily.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button found on the right side of the dashboard. using Pabbly Connect

• Name your workflow according to your objective, such as ‘Create Document from Google Forms Responses and Send on WhatsApp’.
• Select the trigger application, which is Google Forms, and set the event to ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect to connect it with Google Forms.

After setting up the trigger, you will see a webhook URL. This URL acts as a bridge between Pabbly Connect and Google Forms for data transfer.

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3. Configuring Google Forms for Pabbly Connect

Now, navigate to your Google Form and ensure it is set up correctly. Make sure to toggle the last field to required, so responses are always captured. using Pabbly Connect

• Link your Google Form to a Google Sheet for response storage.
• Use the three dots in the Responses tab to select ‘Destination for Responses’ and link to a new or existing spreadsheet.

Once the Google Sheet is linked, your form responses will be automatically populated, allowing Pabbly Connect to access this data for further processing.

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4. Creating Documents from Form Responses Using Pabbly Connect

After setting up your Google Forms, return to Pabbly Connect to create a Google Docs document from the responses received. Select Google Docs as your action application and choose the action event as ‘Create Document from Template’. using Pabbly Connect

Map the required fields from the Google Form responses to your Google Docs template. For example, include fields like name, email, and course name in your document.

Ensure that you have a pre-created template document in Google Docs. Specify the document’s location in your Google Drive for easy access.

Once the document is created, Pabbly Connect will return the document ID, which you will use in the next steps.

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5. Sending a WhatsApp Message with Pabbly Connect

Finally, to send the created document via WhatsApp, add another action step in Pabbly Connect, selecting WhatsApp by AI Sensi as your application. using Pabbly Connect

In this step, you will need to provide the API key from your WhatsApp by AI Sensi account to connect it with Pabbly Connect. Once connected, set up the message template to include the document link and other details.

Make sure to include variables in your message template to personalize the message. Map the user’s mobile number and other necessary parameters before sending the message.

Once everything is set up, send a test request to ensure the message is delivered successfully on WhatsApp, confirming that your integration is complete.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating a document from Google Forms responses and sending it via WhatsApp. This integration simplifies communication and documentation effectively.

Learn how to automate MailerLite subscriber creation using Pabbly Connect with Vado TV leads in this detailed tutorial. Step-by-step instructions included! 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 Integration

To begin the integration process, you need to access Pabbly Connect. Start by opening your browser and navigating to Pabbly.com/connect. If you’re a new user, click on the ‘Sign Up for Free’ option to create your account. Existing users can simply sign in.

Once logged in, you will be directed to the dashboard where you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear, prompting you to name your workflow. Name it ‘Create MailerLite Subscribers from Vado TV Leads’ and click on ‘Create’.

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2. Setting Up the Trigger with Vado TV

In this step, we will set up the trigger in Pabbly Connect using Vado TV. Select Vado TV as your trigger application and choose the trigger event as ‘Lead Captured’. After selecting the trigger event, you will receive a webhook URL that needs to be configured in your Vado TV account.

• Open your Vado TV account and navigate to the project settings.
• Select ‘Integrations’ and then click on ‘Add Webhook’.
• Paste the provided webhook URL and select ‘Lead Capture’ as your notification type.
• Save the changes to set up the webhook.

After saving the webhook, return to Pabbly Connect and click on ‘Test Webhook’. This will allow you to capture the lead data when a lead is generated in Vado TV.

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3. Customizing Lead Capture in Vado TV

Next, we will customize the lead capture form in Vado TV. Navigate to the marketing section of your project and enable the lead capture feature. You can customize the fields in your form, which typically includes name, email, and phone number. using Pabbly Connect

• Turn on the lead capture option.
• Select the fields you want to include in the form.
• Set the display time for the form to appear, for example, 2 seconds.

After making these customizations, click on ‘Save Changes’. This ensures that whenever a video is played, the lead capture form will appear and allow viewers to submit their information.

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4. Setting Up Action to Create Subscribers in MailerLite

Now, let’s configure the action step in Pabbly Connect to create subscribers in MailerLite. Select MailerLite as your action application and choose the action event as ‘Add or Update Subscriber in Group’. Click on ‘Connect’ and choose to add a new connection by entering your MailerLite API key, which you can find in the Integrations section of your MailerLite account.

Navigate to your MailerLite account settings. Under your profile picture, go to ‘Integrations’. Copy the API key and paste it into Pabbly Connect.

Once connected, you will need to specify the group ID where the new subscribers will be added. Select the group you created in MailerLite for new leads and map the lead details from the previous step to ensure the subscriber information is correctly added.

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5. Testing the Integration Workflow

Finally, it’s time to test the integration workflow in Pabbly Connect. After setting up the action, click on ‘Save and Send Test Request’. This will send the captured lead data from Vado TV to MailerLite, creating a new subscriber.

Check your MailerLite account to confirm that the new subscriber has been added successfully. You should also receive a confirmation email at the address provided during the lead capture. This confirms that the integration is working as expected and that every new lead captured in Vado TV results in a new subscriber in MailerLite.

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Conclusion

This tutorial demonstrated how to automate the creation of MailerLite subscribers using Pabbly Connect with leads captured from Vado TV. By following these steps, you can seamlessly integrate various applications to enhance your marketing automation.

Learn how to integrate Webflow with Gmail using Pabbly Connect for automated email notifications on form 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. Accessing Pabbly Connect for Webflow and Gmail Integration

To begin the integration process using Pabbly Connect, first, access the Pabbly Connect dashboard. If you’re a new user, sign up to create an account, which takes less than two minutes. Existing users can simply sign in to their accounts.

Upon logging in, you will gain access to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button on the right side, which will prompt you to name your workflow. For this example, let’s name it ‘Send Email on Webflow Form Submission’.

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2. Setting Up the Trigger with Webflow

In this step, we will configure the trigger using Pabbly Connect to capture new form submissions from Webflow. The trigger event to select is ‘New Form Submission’. This action will allow Pabbly Connect to listen for any new responses submitted through your Webflow form.

• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• Go to your Webflow account and navigate to the specific form settings.

Once you have copied the webhook URL, you need to paste it into the Webflow form settings under the integrations section. This establishes a connection between Webflow and Pabbly Connect, allowing it to receive form submissions.

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3. Configuring Webflow to Send Data to Pabbly Connect

After setting up the webhook URL in Webflow, it’s time to test the integration. You will need to submit a test form response to ensure that Pabbly Connect receives the data correctly. Fill out the form with sample information and submit it.

Once the form is submitted, return to your Pabbly Connect dashboard where you will see that the webhook has successfully captured the data. The information received will include the name, email address, mobile number, and other details from the form submission.

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4. Setting Up the Action to Send Emails via Gmail

Now that we have successfully set up the trigger, the next step is to configure the action in Pabbly Connect that will send an email through Gmail. Select Gmail as your action application and choose the ‘Send Email’ action event.

• Click ‘Connect’ to link your Gmail account with Pabbly Connect.
• Authorize Pabbly Connect to access your Gmail account.
• Fill out the email fields, including the recipient’s email, sender’s name, subject, and content.

Make sure to map the recipient’s email address from the previous step to ensure that each email is sent to the correct address. After filling in all the required fields, click on ‘Save and Send Test Request’ to verify that the email is sent successfully.

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5. Testing the Integration for Success

To confirm that the integration works, you should perform another test by submitting a new form through Webflow. After submitting the form, check the recipient’s inbox to see if the email was received successfully from Gmail via Pabbly Connect.

If the email arrives as expected, this indicates that your integration is functioning correctly. You can now use this setup to automate email notifications for every new lead that fills out your Webflow form.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Webflow with Gmail for automated email notifications. By following these steps, you can streamline your lead management process efficiently.

Learn how to integrate Pabbly, My Demo, and Box using Pabbly Connect with this detailed tutorial. Follow the steps for seamless automation. 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 Integration

To start integrating Pabbly, My Demo, and Box, first access Pabbly Connect. Open your web browser and type in the address bar ‘Pabbly.com Connect’ to reach the platform.

Once on the landing page, you will see options to sign in or sign up for free. If you’re new, click on ‘Sign up for free’. If you already have an account, click on ‘Sign In’. After signing in, navigate to the ‘All Apps’ section and select Pabbly Connect to begin creating your workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be on the dashboard where you can see existing workflows. To create a new workflow, click on the ‘Create Workflow’ button located in the top right corner.

• Click on ‘Create Workflow’.
• Enter a suitable name for your workflow, such as ‘Add Registrant in My Demo Webinar’.
• Click on ‘Create’ to proceed.

Once created, you will see two sections: Trigger and Action. This is where you set up how Pabbly Connect will automate the integration between Pabbly and My Demo.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger application, which is Pabbly. Select ‘ConvertKit’ as your trigger application and choose the event as ‘New Tagged Subscriber’.

After selecting the trigger, click on ‘Connect’. You will have the option to add a new connection. Enter your API Key and API Secret from your ConvertKit account. This allows Pabbly Connect to access your ConvertKit data.

• Select ‘Add New Connection’.
• Copy the API Key and API Secret from ConvertKit and paste them into Pabbly Connect.

Click on ‘Save’ to establish the connection. You will then need to test the connection by adding a new subscriber in ConvertKit with the specified tag.

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4. Configuring the Action in Pabbly Connect

Next, you will set up the action that occurs when the trigger is activated. In this case, select ‘My Demo’ as the action application and choose ‘Create Webinar Registration’ as the action event.

Again, you will need to connect your My Demo account to Pabbly Connect by providing the API Key and API Secret. These can be found in your My Demo account under the API settings.

Select ‘Add New Connection’ for My Demo. Copy and paste the API Key and API Secret into Pabbly Connect.

After saving the connection, you will map the necessary fields such as the name and email address of the new subscriber from ConvertKit to the registration fields in My Demo.

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5. Testing the Integration in Pabbly Connect

To test the integration, go back to your ConvertKit account and add a new subscriber with the specified tag. This will trigger the workflow you set up in Pabbly Connect.

Once the new subscriber is added, check Pabbly Connect for the response. If successful, a new registration should appear in your My Demo account for the specified webinar.

This process demonstrates how Pabbly Connect facilitates seamless integration between Pabbly and My Demo, ensuring that new subscribers are automatically registered for webinars without manual intervention.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Pabbly, My Demo, and Box effectively. By following the outlined steps, you can automate your workflows and enhance efficiency.

Learn how to integrate Google Sheets with Teachable using Pabbly Connect to automate unenrollment of students based on course status. 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 Integration

To start integrating Google Sheets with Teachable, you need to access Pabbly Connect. First, navigate to the Pabbly Connect dashboard by signing in or creating a new account. New users receive 100 free tasks upon registration, making it easy to begin.

Once logged in, locate the ‘Create Workflow’ button on the right side of the dashboard. Click it, and a dialog box will prompt you to name your workflow. Name it according to your objective, such as ‘Unenroll Teachable Student from Google Sheets.’ Then, click on ‘Create’ to proceed.

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2. Setting Up the Google Sheets Trigger in Pabbly Connect

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This event will initiate the workflow whenever a new entry is added or an existing entry is updated in your Google Sheet.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, go to your Google Sheet, navigate to ‘Extensions,’ and select ‘Add-ons’ to install the Pabbly Connect Webhook add-on. After installation, refresh your Google Sheet to ensure the add-on appears. Go back to ‘Extensions,’ select Pabbly Connect Webhooks, and proceed to the ‘Initial Setup.’ Paste the webhook URL and set the trigger column to the final data column, which is usually column C. Click ‘Submit’ to finalize the setup.

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3. Filtering Course Status for Unenrollment

Once the trigger is set, the next step in Pabbly Connect is to filter the course status. This is crucial as we only want to continue the workflow if the course status indicates ‘completed’ or ‘unenrolled.’ To do this, add a filter action after the trigger.

• Select ‘Filter’ as the action application.
• Set the condition to check if the course status equals ‘completed.’
• Save and send a test request to verify the condition.

If the condition is true, the workflow will proceed to the next action step, which is to search for the user in Teachable. This ensures that we only unenroll students who are currently enrolled in the course.

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4. Searching for the User in Teachable

Now that we have filtered the course status, the next step in Pabbly Connect is to search for the user in Teachable. Select Teachable as your action application and choose ‘Search User’ as the action event. This step is essential to verify whether the user exists in Teachable before proceeding to unenroll them.

Connect your Teachable account by entering the required credentials, including your subdomain. Once connected, map the user’s email address from the previous steps to search for the user in Teachable. After mapping, click on ‘Save and Send Test Request’ to confirm that the user exists in the system.

If the user is found, you will receive a confirmation response containing the user’s details. This information is vital for the final step where we will unenroll the user from the course.

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5. Unenrolling the User from the Course

The final step in this workflow using Pabbly Connect is to unenroll the user from the course in Teachable. After confirming the user exists, select Teachable again as your action application and choose ‘Unenroll Student from Course’ as the action event.

Map the student ID and course ID from the previous steps to ensure that the correct user is unenrolled from the correct course. Click on ‘Save and Send Test Request’ to execute the unenrollment process. If successful, you will receive a confirmation response indicating that the user has been successfully unenrolled.

To verify, you can check the user’s enrollment status in Teachable. If the unenrollment was successful, the user will no longer appear as enrolled in the course.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the unenrollment of students from Teachable based on their course status in Google Sheets. This integration streamlines the process, ensuring efficiency and accuracy in managing student enrollments.