Integrating Google Ads with Discord Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate notifications from Google Ads to Discord using Pabbly Connect. This tutorial covers setup, integration steps, and more. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to automate tasks without coding. Begin by navigating to the Pabbly Connect website in your browser.

Once on the website, sign in to your existing account or create a new one. If you’re a new user, you’ll receive 100 free tasks monthly. After logging in, you will be directed to the Pabbly dashboard where you can create your workflow.


2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow to integrate Google Ads with Discord using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Google Ads to Discord Notification’. Select the folder where you want to save this workflow.

  • Click on the plus icon to create a new folder if needed.
  • Enter the workflow name and choose the appropriate folder.
  • Click on ‘Create’ to proceed.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to Google Ads, specifically for new leads, and the action will notify a Discord channel.


3. Setting Up Google Ads as a Trigger in Pabbly Connect

To set up Google Ads as the trigger, select Google Ads from the trigger application options in Pabbly Connect. Choose the ‘New Lead Form Entry’ event. This will notify you whenever a new lead is generated through Google Ads.

Next, you will need a webhook URL provided by Pabbly Connect to connect Google Ads with the platform. Copy this URL and go to your Google Ads account to set it up.

  • Open your Google Ads account and navigate to the lead form settings.
  • Remove any existing webhook URLs and paste the new one from Pabbly Connect.
  • Send test data from Google Ads to verify the connection.

After sending the test data, check back in Pabbly Connect to see if the data was received successfully. This confirms that the integration is working correctly.


4. Configuring Discord as an Action in Pabbly Connect

Now that Google Ads is set up as a trigger, it’s time to configure Discord as the action application in Pabbly Connect. Select Discord and then choose the action event ‘Send Channel Message’. You will need to connect your Discord account to Pabbly Connect.

Once connected, you will be prompted to enter the webhook URL from your Discord server. Navigate to your Discord account, create a new webhook in the desired channel, and copy the URL back to Pabbly Connect.

Create a new webhook in the Discord channel where you want the notifications. Copy the webhook URL and paste it into the action setup in Pabbly Connect. Draft the notification message using dynamic fields from the Google Ads response.

After configuring the message, click on ‘Save and Send Test Request’ to check if the message is sent to your Discord channel successfully. If done correctly, you should see the message appear in your Discord channel.


5. Finalizing and Testing the Integration

With both Google Ads and Discord configured in Pabbly Connect, it’s time to finalize the integration. Ensure that all fields are correctly mapped to receive dynamic data from Google Ads. This includes first name, last name, email, city, and company name.

Once everything is set, perform a final test by submitting a lead through your Google Ads form. Check your Discord channel to confirm that the message is received with the correct details.

In summary, using Pabbly Connect allows you to automate notifications from Google Ads to your Discord channel seamlessly. This integration not only saves time but also ensures that your team is promptly informed about new leads.


Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate notifications from Google Ads to a Discord channel. By following these steps, you can streamline your lead management process efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating PAB with URL: A Step-by-Step Guide to Automate WhatsApp Messaging with Google Sheets

Learn how to integrate PAB with URL to automate WhatsApp messaging from Google Sheets using PAB Chat Flow. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below


Setting Up PAB and URL Integration

To start integrating PAB with URL, first, you need to access the PAB Connect homepage. Type in the URL pab.com/connect in your browser. Once on the homepage, you’ll see options to sign in or sign up. If you are an existing user, click on ‘Sign In’. If you are new, select ‘Sign Up for Free’ to create a new account.

After logging in, you will be directed to the all-app section where you can find all PAB products. Click on ‘Access Now’ for PAB Chat Flow to begin the integration process. This setup allows you to send WhatsApp messages automatically based on data from Google Sheets.


Creating a Workflow in PAB Chat Flow

In this section, we will create a workflow in PAB Chat Flow. Click on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow. Enter a name, such as ‘Send WhatsApp Message from Google Sheets using PAB Chat Flow Automatically’. Choose the folder for saving this workflow; select ‘WhatsApp Marketing Automations’.

After naming and selecting the folder, click on ‘Create’. You will now see two windows labeled Trigger and Action. The trigger is the event that starts the workflow, while actions are the responses to that trigger. For this integration, we will set Google Sheets as the trigger application and PAB Chat Flow as the action application.

  • Select Google Sheets as the trigger application.
  • Choose the trigger event as ‘New Row’.
  • Set PAB Chat Flow as the action application.

Now that the workflow is created, you can proceed to build the connection between Google Sheets and PAB Chat Flow. This connection will automate the process of sending WhatsApp messages to your customers based on the data from your Google Sheets.


Connecting Google Sheets to PAB Chat Flow

To connect Google Sheets with PAB, you will need a webhook URL. This URL acts as a bridge for transferring data. In your Google Sheets, go to the Extensions menu, then select Add-ons and click on ‘Get Add-ons’. Search for ‘PAB Connect Webhooks’ and install it.

Once installed, refresh your Google Sheets to see the PAB Connect Webhooks option under Extensions. Click on it and select ‘Initial Setup’. Here, paste the webhook URL you copied from PAB Connect. Specify the trigger column, which is the last column in your spreadsheet that will contain customer data. For example, if column C contains phone numbers, set C as your trigger column.


Sending WhatsApp Messages with PAB Chat Flow

Now that the connection between PAB and Google Sheets is established, it’s time to send WhatsApp messages using PAB Chat Flow. You need to set up your WhatsApp Cloud API account to obtain your access token, WhatsApp Business Account ID, and Phone Number ID. Enter these details in the PAB Chat Flow interface.

Next, go back to your action step in PAB Chat Flow and select ‘Send Message’. You will connect this action to the previously configured Google Sheets trigger. Map the phone number and customer name dynamically from the Google Sheets data to personalize each message.

  • Enter the Access Token from your WhatsApp Cloud API.
  • Map the phone number and name fields from the Google Sheets response.
  • Send a test message to ensure everything is working correctly.

After completing these steps, your workflow is ready. Whenever a new customer is added to Google Sheets, a personalized WhatsApp message will be sent automatically.


Conclusion

Integrating PAB with URL allows businesses to automate WhatsApp messaging directly from Google Sheets. This seamless connection enhances customer engagement through personalized communication, making it easier to manage customer relationships.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

Integrating Razer Pay with Zoho Campaigns Using Pabbly Connect

Learn how to integrate Razer Pay and Zoho Campaigns using Pabbly Connect. Follow our step-by-step tutorial to automate subscriber updates efficiently. 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


1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing into your account. If you’re a new user, you can sign up for free and enjoy 100 free tasks each month.

Once logged in, you will see the dashboard displaying all available applications. Click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. Here, you can create workflows that automate tasks between Razer Pay and Zoho Campaigns, streamlining your business processes.


2. Creating a Workflow in Pabbly Connect

Next, you need to create a workflow to connect Razer Pay with Zoho Campaigns using Pabbly Connect. 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 and select a folder to save it in.

  • Name your workflow: ‘Add or Update Zoho Campaign Subscriber on Razer Pay Payment’.
  • Select the folder: Choose ‘Razer Pay Automations’.

After filling in the details, click the ‘Create’ button to finalize your workflow. This creates a new workflow that will be used to automate subscriber updates whenever a payment is made through Razer Pay.


3. Setting Up the Trigger in Pabbly Connect

Now, it’s time to set up the trigger for your workflow using Pabbly Connect. The trigger is essential as it determines when the automation will start. Select Razer Pay as the trigger application and choose the event as ‘Payment Captured’. This means that whenever a new payment is successfully made, the trigger will activate.

To connect Razer Pay to Pabbly Connect, you will need to copy the provided webhook URL. Go to your Razer Pay account settings and navigate to the ‘Webhooks’ section. Here, paste the copied URL and select the active event as ‘Payment Captured’ before clicking on the ‘Create Webhook’ button.

After setting up the webhook, go back to your Pabbly Connect workflow. It should now show that it is waiting for a webhook response, indicating that the connection has been established successfully.


4. Performing a Test Payment

To ensure that everything is set up correctly, you will need to perform a test payment using Razer Pay. This step is crucial as it verifies that Pabbly Connect can capture the payment details correctly. Go to your payment page in Razer Pay and fill in the required information for a test transaction.

  • Enter customer details: First name, last name, email, phone number, and address.
  • Select payment method and complete the payment.

Once the payment is processed, return to your Pabbly Connect workflow to check if the response from the test payment has been captured. You should see all relevant payment details populated in the trigger section, confirming that the integration is working as intended.


5. Setting Up the Action to Update Zoho Campaigns

After confirming that the trigger is working, it’s time to set up the action step in your workflow using Pabbly Connect. Select Zoho Campaigns as the action application and choose the event ‘Add/Update Subscriber’. This action will automatically add the customer as a subscriber in your Zoho Campaigns account whenever a payment is captured.

Next, connect your Zoho Campaigns account by entering the domain for your Zoho account. After authorization, select the list where you want to add the subscriber. Map the relevant fields from the payment response to ensure that the right data is sent to Zoho Campaigns.

Once you’ve mapped all necessary fields, click the ‘Save & Send Test Request’ button. A confirmation email will be sent to the customer, and upon confirmation, they will be added to your Zoho Campaigns subscriber list. This completes the integration process, allowing you to automate subscriber updates efficiently.


Conclusion

In this tutorial, we explored how to integrate Razer Pay with Zoho Campaigns using Pabbly Connect. By automating subscriber updates, you can save time and enhance customer engagement with timely communications. This integration allows for seamless management of your customer database, ensuring you never miss an opportunity to connect with your audience.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate QuickBooks Invoices Using Pabbly Connect and Paper Form

Learn how to automate QuickBooks invoices with Pabbly Connect using Paper Form submissions. Step-by-step guide 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


1. Accessing Pabbly Connect for Integration

To automate QuickBooks invoices using Pabbly Connect, the first step is accessing the platform. Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free, which allows you to execute 100 tasks each month.

Once logged in, you will see all available applications in front of you. Click on the ‘Access Now’ button next to Pabbly Connect to enter the dashboard where you can start creating your workflow.


2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to link Paper Form submissions to QuickBooks invoices using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

  • Name your workflow: ‘Create QuickBooks Invoice on Paper Form Submission’.
  • Select a folder: Choose ‘QuickBooks Automations’ from the dropdown menu.

After entering the workflow name and selecting the folder, click on the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action. The trigger is the event that starts the automation, while the action is what happens in response.


3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow in Pabbly Connect. For our case, we will select ‘Paper Form’ as the trigger application. This is crucial as it captures the submission data from the form created for your clients.

  • Choose ‘New Form Submission’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, go to your Paper Form settings, navigate to the ‘After Submission’ button, and select the ‘Integrations’ option. Here, paste the copied webhook URL into the ‘Add Webhook’ section and set it to trigger on new submissions. Click ‘Create’ to finalize the webhook setup.


4. Creating an Invoice in QuickBooks

Now that we have our trigger set up, we need to create an invoice in QuickBooks using Pabbly Connect. For this, add a new action step in your workflow and select ‘QuickBooks Online’ as the action application. The action event should be set to ‘Create Customer’ first.

Connect to your QuickBooks account through Pabbly Connect. Map the customer data from the previous Paper Form submission.

After mapping the necessary fields such as first name, last name, email, and phone number, click on the ‘Save and Send Test Request’ button to create the customer in QuickBooks. Once confirmed, proceed to add another action step to create an invoice for that customer.


5. Finalizing Invoice Creation in QuickBooks

In the final step, we will create an invoice for the customer we just added using Pabbly Connect. Select ‘QuickBooks Online’ again as the action application, and this time choose ‘Create Invoice’ as the action event. Connect to your QuickBooks account if not already done.

Map the customer ID from the previous step. Fill in the invoice details such as product description, quantity, and price.

After entering all the required fields, click on the ‘Save and Send Test Request’ button. This will create the invoice in your QuickBooks account. You can check the invoices section in QuickBooks to ensure the new invoice has been successfully created.


Conclusion

In this tutorial, we demonstrated how to automate QuickBooks invoices using Pabbly Connect with Paper Form submissions. This integration streamlines the invoice creation process, saving time and ensuring accuracy in your financial records.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Typeform with SendGrid Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Typeform with SendGrid using Pabbly Connect to automate your lead management process. Follow this detailed tutorial for step-by-step instructions. 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


1. Accessing Pabbly Connect for Integration

To start integrating Typeform with SendGrid, you first need to access Pabbly Connect. This platform enables seamless automation between various applications, including Typeform and SendGrid.

Visit the Pabbly Connect website and sign in. If you’re a new user, you can sign up for free and receive 100 free tasks every month. After signing in, navigate to the dashboard where you will see all Pabbly applications.


2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for setting up your automation. In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

  • Name your workflow, for example, ‘Create or Update SendGrid Contact on Typeform Submission’.
  • Select a folder to save your workflow, such as ‘Typeform Automations’.
  • Click the ‘Create’ button to finalize your workflow setup.

Your workflow will now have two sections: Trigger and Action. The Trigger is the event that starts the automation process, while the Action is what happens as a result.


3. Setting Up Trigger with Typeform

In this step, you will set up the Trigger using Typeform in Pabbly Connect. Select Typeform as the trigger application and choose the event ‘New Entry’.

To connect Typeform to Pabbly Connect, click on the ‘Connect’ button. You will be prompted to add a new connection. Authorize the connection by clicking on the ‘Accept’ button after selecting your Typeform account.


4. Performing a Test Submission

After successfully connecting Typeform, it’s time to perform a test submission to ensure everything is set up correctly. Copy the link to your Typeform and paste it into a new tab.

  • Fill out the form with test data, including first name, last name, phone number, and email.
  • Click the ‘Submit’ button to complete the test submission.

Return to your Pabbly Connect workflow and check if the response from the test submission has been captured successfully. This confirms that Typeform is now integrated with Pabbly Connect.


5. Setting Up Action with SendGrid

Now that the Trigger is set up, you need to configure the Action to add or update a contact in SendGrid. Select SendGrid as the action application and choose ‘Add or Update Contact’ as the action event. using Pabbly Connect

Click on the ‘Connect’ button to link your SendGrid account. You will need to provide an API key from your SendGrid account. Go to SendGrid settings, create a new API key, and copy it back to Pabbly Connect.

After connecting, select the appropriate list in SendGrid where you want to store the contacts and map the fields from the Typeform submission to SendGrid fields. Once all details are filled, click on ‘Save and Send Test Request’ to finalize the setup.


Conclusion

Integrating Typeform with SendGrid using Pabbly Connect automates your lead management process efficiently. This tutorial guides you through setting up triggers and actions seamlessly, ensuring your email list stays updated and accurate.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating API Key with New Leads and Google Ads: A Step-by-Step Tutorial

Learn how to integrate API Key with New Leads from Google Ads using Pabbly Connect in this detailed, step-by-step tutorial. 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


1. Setting Up API Key Integration with New Leads

API Key is essential for connecting your applications seamlessly. In this section, we will set up the API Key to integrate Google Ads with New Leads. This integration allows for automatic lead capturing, ensuring no potential customer is missed. using Pabbly Connect

To begin, you need to log into your Pabbly Connect account. Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Create New Lead from Google Ads.’ After naming, select the folder where you want to save this workflow.


2. Creating a Google Lead Form

Creating a Google Lead Form is crucial for capturing new leads effectively. The Google Lead Form will serve as the trigger for our automation process. This form enables you to gather essential information from potential customers. using Pabbly Connect

  • Log into your Google Ads account.
  • Select your campaign and navigate to the Lead Forms section.
  • Create a new lead form, filling in your business name and selecting relevant fields.
  • Ensure to include fields like name, email, and phone number.

After creating your form, you will find an option for Webhook integration. Enter the Webhook URL provided by Pabbly Connect in the designated field. This step is vital for linking Google Ads to your Pabbly workflow.


3. Defining Trigger and Action in Pabbly Connect

Defining the trigger and action is a critical step in setting up your automation. The trigger will be the new lead form entry from Google Ads, while the action will be creating a contact in your New Leads application. using Pabbly Connect

In Pabbly Connect, select Google Ads as your trigger application and choose the event ‘New Lead Form Entry.’ This setup ensures that every time a new lead is captured, it triggers the workflow. You will receive a Webhook URL that needs to be copied and pasted into your Google Ads lead form settings.

Next, set up the action step by selecting the New Leads application. Choose the action event as ‘Create CRM Contact.’ Here, you will need to connect your New Leads account by entering the API Key and account URL. This connection allows Pabbly Connect to add new leads directly into your CRM.


4. Mapping Data Fields for New Leads

Mapping data fields is essential for ensuring that the correct information is transferred from Google Ads to your New Leads application. This process allows for seamless data flow and ensures that all lead information is captured accurately. using Pabbly Connect

In the mapping section of Pabbly Connect, you will see fields for first name, last name, email, and phone number. Use the values captured from the Google Ads lead form and map them to the corresponding fields in New Leads. This step ensures that the information from the lead form is correctly assigned to the new contact fields.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify the integration. If everything is set up correctly, Pabbly Connect will confirm that a new contact has been successfully created in your New Leads application.


5. Conclusion

In conclusion, integrating API Key with New Leads from Google Ads can significantly enhance your lead management process. By automating the creation of contacts, you can ensure timely follow-ups and better organization of your leads.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

Utilizing Pabbly Connect for this integration streamlines your workflow, allowing you to focus on converting leads into customers. This setup not only saves time but also ensures that no opportunity is missed in your sales process.

Integrate Contact Form 7 with Keep Using Pabbly Connect: A Step-by-Step Tutorial

Learn how to automate the process of adding contacts from Contact Form 7 to Keep using Pabbly Connect in this detailed tutorial. Follow the steps to streamline your workflow.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect Automation

In this tutorial, we will explore how to use Pabbly Connect to automate the process of adding contacts from Contact Form 7 to Keep. This integration helps streamline your workflow by eliminating manual data entry.

Using Pabbly Connect, you can effortlessly connect various applications, allowing them to work together seamlessly. This tutorial will guide you through each step of the integration process, ensuring you can set it up correctly.


2. Setting Up Pabbly Connect for Integration

To start using Pabbly Connect, navigate to the Pabbly Connect website and sign in or create a new account. Once logged in, you will see the dashboard where you can create workflows.

  • Click on ‘Create Workflow’ to begin.
  • Name your workflow, for instance, ‘Create or Update Keep Contact’.
  • Select a folder to save your workflow.

After setting up your workflow name and folder, you can proceed to define the trigger for the automation. This workflow will initiate when a new form submission occurs in Contact Form 7.


3. Configuring the Trigger in Pabbly Connect

In this section, we will configure the trigger for our workflow using Pabbly Connect. Select Contact Form 7 as your trigger application. This allows Pabbly Connect to listen for new form submissions.

Next, choose the trigger event as ‘New Form Submission’. This event will capture the form data whenever a user submits the form on your website. You will receive a webhook URL that needs to be copied and added to your Contact Form 7 settings.

  • Open your WordPress dashboard and navigate to Contact Form 7.
  • Select the form you want to connect and click on the Webhook option.
  • Paste the copied webhook URL and save the changes.

By following these steps, you have successfully set up the trigger in Pabbly Connect. Now, Pabbly Connect will listen for submissions from your Contact Form 7.


4. Adding Action to Create Contacts in Keep

Now that we have set the trigger, the next step is to add an action in our Pabbly Connect workflow. Select Keep (Infusionsoft) as the action application. This will allow you to create a new contact whenever a form submission is received.

For the action event, choose ‘Create or Update a Contact’. This action will ensure that the contact details from the form submission are added to your Keep account. You will need to connect your Keep account to Pabbly Connect by clicking on ‘Connect with Infusionsoft’.

Authorize Pabbly Connect to access your Keep account. Map the fields from the form submission to the corresponding fields in Keep. Click on ‘Save and Send Test Request’ to verify the connection.

Once you have completed these steps, Pabbly Connect will automatically create a new contact in Keep for each new submission received from Contact Form 7.


5. Testing the Integration

After completing the setup, it’s essential to test the integration to ensure everything is functioning correctly. Use your Contact Form 7 to submit a test entry. Once submitted, check your Keep account to see if the new contact has been created.

Refresh your Keep account to verify that the contact details from the form submission appear correctly. If everything is set up properly, you should see the new contact listed in your Keep account.

This testing phase confirms that Pabbly Connect is effectively capturing form submissions and adding them as contacts in Keep. You can now rely on this automation to manage your contacts efficiently.


Conclusion

In conclusion, using Pabbly Connect to integrate Contact Form 7 with Keep automates the process of adding new contacts. This setup saves time and ensures your contact list is always up-to-date. By following the steps outlined in this tutorial, you can streamline your workflow and enhance your business efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Automate WhatsApp Messages on Cashfree Payments Using Pabbly Connect

Learn how to automate WhatsApp messages for successful Cashfree payments using Pabbly Connect. Step-by-step guide on integrating Cashfree with AI Sensei. 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


1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for successful Cashfree payments, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page. If you don’t have an account, click on the ‘Sign up for free’ button to create one.

After signing up or logging in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Send Automated WhatsApp Message on Cashfree Payment Using AI Sensei.’ Select the appropriate folder to save your workflow and click on ‘Create’.


2. Setting Up the Trigger with Cashfree

In this section, we will set up the trigger for our workflow using Cashfree. In Pabbly Connect, the trigger is the event that starts the automation. Click on the trigger application and search for ‘Cashfree’. Select it as your trigger application.

  • Choose ‘Payments’ as the trigger event.
  • Copy the provided webhook URL; this is essential for connecting Cashfree with Pabbly Connect.
  • Go to the Cashfree developer section to set up the webhook.

Once you have copied the webhook URL, you will need to add it to the Cashfree payment form to receive payment details in Pabbly Connect. This integration allows you to capture payment data automatically whenever a transaction occurs.


3. Configuring the Cashfree Webhook

After setting up the trigger in Pabbly Connect, the next step is to configure the webhook in Cashfree. Navigate to the developers section in Cashfree and locate the ‘Webhooks’ option. You will see options for Payment Gateway, Payment Link, and Payment Form.

Click on ‘Payment Form’ and then click on the ‘Add Webhook Endpoint’ button. Paste the webhook URL you copied earlier and click on ‘Test and Add’. This action will send a test data to Pabbly Connect, confirming that the connection is successful.

After successfully adding the webhook, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow you to see the test data received from Cashfree, which includes essential payment details.


4. Filtering Successful Payments in Pabbly Connect

Now that we have set up the trigger and received the payment data in Pabbly Connect, we need to filter out only the successful payments. This is done by adding a filter action in your workflow. Select ‘Filter by P’ as the action application.

  • Set the filter condition to check if the order status is equal to ‘Paid’.
  • This ensures that only successful payments trigger the next action in your workflow.

Once the filter is configured, save the settings. This step is crucial as it allows us to send WhatsApp messages only for successful transactions, enhancing customer communication and satisfaction.


5. Sending WhatsApp Messages Using AI Sensei

In this final step, we will set up the action to send WhatsApp messages using AI Sensei. In Pabbly Connect, search for ‘AI Sensei’ and select it as the action application. Choose the action event as ‘Send Template Message’.

Connect your AI Sensei account by entering the required API key. You can generate this key from your AI Sensei account under the API settings. Once connected, fill in the necessary details, including the campaign name and the recipient’s phone number.

Map the variables from the Cashfree response to the template parameters you created earlier. This will ensure that each message sent contains the correct customer name, order amount, and order ID. After completing these steps, save your workflow. Now, every time a successful payment is made through Cashfree, a WhatsApp message will automatically be sent using AI Sensei.


Conclusion

By following this tutorial, you can automate WhatsApp messages for successful Cashfree payments using Pabbly Connect. This integration enhances customer communication and satisfaction by providing instant updates on payment confirmations. Automate your workflow today for seamless operations!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Cognito Forms with Notion Using Pabbly Connect

Learn how to seamlessly integrate Cognito Forms with Notion using Pabbly Connect for efficient lead management. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integrating Cognito Forms with Notion, first, visit the official Pabbly Connect website. Here, you can either sign in to your existing account or sign up for a free account if you are a new user.

Once logged in, navigate to the dashboard where you will find various applications available for integration. Click on the Pabbly Connect icon to access the integration features, and you’re ready to create your workflow.


2. Creating a New Workflow in Pabbly Connect

The next step involves creating a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to enter a name for your workflow; for example, you can name it ‘Create Notion Item on Cognito Form Submission’.

After naming your workflow, select a folder where you would like to save it. Choose a relevant folder, such as ‘Cognito Forms Automations’. Click the ‘Create’ button to finalize your workflow setup and proceed to define the trigger and action for the integration.


3. Setting Up Trigger in Pabbly Connect

Now that your workflow is created, it’s time to set up the trigger. In the trigger application section, select Pabbly Connect and choose ‘Cognito Forms’ as your trigger application. For the trigger event, select ‘New Entry’. This will allow Pabbly Connect to capture new submissions from your Cognito Forms.

  • Select ‘Cognito Forms’ as the trigger application.
  • Choose the event ‘New Entry’.
  • Copy the provided webhook URL.

After copying the webhook URL, navigate to your Cognito Forms settings. In the form settings, enable ‘Post JSON data to a website’ and paste the webhook URL into the designated field. Save the changes to establish the connection between Cognito Forms and Pabbly Connect.


4. Mapping Data to Notion in Pabbly Connect

With the trigger now set up, the next step is to configure the action that will send data to Notion. In the action application section, select Pabbly Connect and choose ‘Notion’ as your action application. For the action event, select ‘Create Database Item’.

When prompted, connect your Notion account by clicking on the ‘Connect’ button. Authorize Pabbly Connect to access your Notion data. After connecting, select the database where you want to create new entries, such as ‘New Leads Details’.

  • Choose ‘Create Database Item’ as the action event.
  • Select the appropriate database in Notion.
  • Map the fields from Cognito Forms to Notion, including first name, last name, email, phone number, property type, and city.

Once the fields are mapped correctly, click on the ‘Save and Send Test Request’ button. This ensures that the data from the new Cognito Forms submission is successfully sent to your Notion database.


5. Finalizing the Integration Process with Pabbly Connect

After successfully mapping the data, check your Notion database to confirm that a new item has been created with the details from your test submission. You should see the first name, last name, email, phone number, property type, and city listed in the newly created entry.

This entire process demonstrates how Pabbly Connect automates the integration between Cognito Forms and Notion, eliminating manual data entry and streamlining your lead management process. With this setup, every new form submission automatically creates a corresponding entry in your Notion database.


Conclusion

In summary, this tutorial illustrates how to integrate Cognito Forms with Notion using Pabbly Connect. By automating the process, you can enhance your lead management efficiency and reduce manual errors. Start using Pabbly Connect to simplify your workflows today!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Integrating Instagram Lead Ads with Mailer Cloud Using Pabbly Connect

Learn how to automate the process of adding Mailer Cloud subscribers from Instagram Lead Ads using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect by visiting its official website. Once there, you can sign in to your existing account or create a new one if you’re a first-time user.

After signing in, you’ll be greeted with the Pabbly Connect dashboard. This is where you can create workflows that automate tasks between various applications. For this tutorial, we will create a workflow that connects Instagram Lead Ads with Mailer Cloud.


2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, 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 and select a folder for organization.

  • Name your workflow: ‘Create Mailer Cloud Subscriber for Instagram Lead Ads’.
  • Select a folder, for example, ‘Instagram Automations’.

After entering the details, click on the ‘Create’ button to finalize your workflow. This will set the stage for configuring the trigger and action steps needed for automation.


3. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow in Pabbly Connect. The trigger will be based on new leads generated from Instagram Lead Ads. Select ‘Instagram Lead Ads’ as the trigger application and choose the event ‘New Lead Instant’.

Click on the ‘Connect’ button to establish a connection between Instagram Lead Ads and Pabbly Connect. You will need to log into your Instagram and Facebook accounts to authorize this connection. Once authorized, you will select the appropriate Facebook page linked to your Instagram account and the lead generation form you wish to use.


4. Testing the Trigger Connection in Pabbly Connect

After setting up the trigger, it’s essential to test the connection to ensure everything is working properly. Generate a test lead using Meta’s lead ad assisting tool, selecting the correct page and form.

  • Fill in the test lead details including first name, last name, email, and phone number.
  • Submit the form to create a test lead.

Check back in Pabbly Connect to see if the test lead data has been captured successfully. If the data appears in the workflow, your trigger setup is complete, and you can proceed to the action step.


5. Setting Up the Action in Pabbly Connect

The final step is to set up the action that will occur when a new lead is generated. For this, select ‘Mailer Cloud’ as the action application and choose the event ‘Create/Update a Subscriber’. using Pabbly Connect

Connect to Mailer Cloud by entering your API key, which you can find in your Mailer Cloud account under the API settings. After connecting, select the list where the new subscribers will be added, such as ‘Instagram Leads’. Map the necessary fields from the previous step to ensure the correct data is transferred.


Conclusion

In this tutorial, we explored how to automate the process of adding Mailer Cloud subscribers from Instagram Lead Ads using Pabbly Connect. This integration saves time and ensures no leads are missed, allowing you to focus on your business growth.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.