Author: Rajpal Tomar

Learn how to automate the integration of Cashfree payments into Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless data management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Cashfree payments with Google Sheets, you need to access Pabbly Connect. Start by searching for ‘Pabbly.com/connect’ in your browser. Once on the landing page, you will see options to sign in or sign up for free.

If you’re a new user, click on ‘Sign up for free’ to create an account and get 100 tasks free every month. Existing users should click ‘Sign in’ to access their dashboard and start creating workflows.

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2. Creating a Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button to initiate your integration process. You will be prompted to name your workflow, such as ‘Add Cashfree Payment Details to Google Sheets Automatically’. Choose the appropriate folder for organization.

• Click on ‘Create’ to open the workflow setup window.
• Select Cashfree as the trigger application.
• Choose ‘Payments’ as the trigger event.

This setup allows Pabbly Connect to listen for new payments in Cashfree, making it the central hub for your integration.

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3. Setting Up Cashfree for Payment Notifications

After selecting Cashfree, you will receive a webhook URL from Pabbly Connect. Copy this URL and log into your Cashfree account. Navigate to the developers section and select ‘Webhooks’.

• Choose ‘Payment Form’ and click on ‘Add Webhook Endpoint’.
• Paste the copied webhook URL and click ‘Test and Add’.

Once the webhook is added successfully, Pabbly Connect will now be able to capture payment details from Cashfree whenever a new payment is made.

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4. Mapping Payment Data to Google Sheets

Next, you will want to add Google Sheets as the action application in Pabbly Connect. Select ‘Google Sheets’ and choose the action event as ‘Add New Row’. Click on ‘Connect’ and authorize your Google account.

Select the spreadsheet named ‘Payment Details’. Choose ‘Sheet1’ as the destination sheet. Map the order ID, name, email, phone number, and product amount from the Cashfree response to the corresponding columns in Google Sheets.

This mapping ensures that every new payment detail is automatically recorded without manual entry, making it efficient and error-free.

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5. Testing the Integration Workflow

After setting up the mapping, it’s crucial to test the workflow. Perform a test payment through Cashfree using the payment form. Once the payment is successful, return to Pabbly Connect to see if the details have been captured.

Check your Google Sheets to confirm that the new payment details appear as expected. If everything looks good, your workflow is now fully operational.

This integration allows Pabbly Connect to automatically manage your payment records, saving time and reducing the risk of errors in data entry.

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Conclusion

Integrating Cashfree payments with Google Sheets using Pabbly Connect streamlines your payment tracking process. With this setup, payment details are automatically logged, enhancing efficiency and ensuring accuracy.

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

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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.

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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.

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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.

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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.

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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.

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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.

Learn how to integrate GoToWebinar with Typeform using Pabbly Connect for seamless automation of webinar registrations. Follow our step-by-step guide. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To begin integrating GoToWebinar with Typeform using Pabbly Connect, first, access the Pabbly Connect platform. Open your browser and search for Pabbly Connect. You will find options to sign up or sign in. If you’re new, click on ‘Sign up for free’ to create an account, which only takes a couple of minutes.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Add GoToWebinar Meeting Registrant on Typeform Submission’. Select the folder where you want to save this workflow, then click on ‘Create’. This sets the stage for your automation process.

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Setting Up Trigger and Action in Pabbly Connect

In the Pabbly Connect workflow, you will set up a trigger and an action. The trigger will be a new entry in Typeform, and the action will be to create a registrant in GoToWebinar. Begin by selecting Typeform as your trigger application, then choose ‘New Entry’ as the trigger event. Click on connect to link your Typeform account with Pabbly Connect.

• Search for Typeform in the trigger application section.
• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking ‘Connect with Typeform’.

After connecting, select the specific Typeform you want to use for the registration. This links your Typeform responses directly to Pabbly Connect. Once you have selected your form, click ‘Save & Send Test Request’ to ensure everything is set up correctly.

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Creating a Registrant in GoToWebinar

After setting up the trigger with Typeform, the next step is to create a registrant in GoToWebinar using Pabbly Connect. Select GoToWebinar as the action application and choose ‘Create Registrant’ as your action event. This will allow you to add new registrants automatically based on the submissions from your Typeform.

To connect to GoToWebinar, you will need to input the necessary details such as the date and time of your webinar. Ensure you convert your time from Indian Standard Time (IST) to UTC format using a time converter. This is crucial for accurate scheduling.

• Input the ‘From Time’ and ‘To Time’ for your webinar in UTC format.
• Map the registrant details from Typeform responses to GoToWebinar fields.
• Use the mapping feature to ensure data is dynamically updated with each new submission.

After filling in all required details, click on ‘Save & Send Test Request’ to finalize the registrant creation. This step confirms that your integration is working correctly and that new registrations will be automatically added to your webinar list.

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Testing the Integration for Success

With your workflow set up in Pabbly Connect, it’s essential to test the integration to ensure everything functions as expected. Go back to your Typeform and submit a new entry using the registration form. This will trigger the workflow and allow you to see if the data flows correctly to GoToWebinar.

After submitting the form, return to Pabbly Connect to check for a new response. If the test is successful, you should see the details of your new registrant reflected in the GoToWebinar account. This step verifies that the integration is seamless and automated.

If the test is successful, you will see a confirmation message indicating that the new registrant has been added. This means that every time a new submission is made in Typeform, a registrant will automatically be created in GoToWebinar, streamlining your registration process.

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Conclusion

Integrating GoToWebinar with Typeform using Pabbly Connect automates the registration process effectively. By following these steps, you ensure that every new registration is captured without manual input, enhancing efficiency and reducing errors. This setup allows you to focus more on delivering valuable content to your audience.

Learn how to automate the integration of JotForm submissions into Grist using Pabbly Connect with this detailed tutorial. 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 JotForm with Grist, first, you need to access Pabbly Connect. Open a new tab and search for Pabbly Connect in your browser. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes just two minutes.

Once you have logged in, you will see the dashboard of Pabbly Connect. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow according to your objective, such as ‘Create Gist Record on JotForm Submission’.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Click on the trigger box and search for JotForm as your trigger application. Select ‘New Response’ as the trigger event.

• Search for JotForm in the trigger application.
• Select ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to connect JotForm with Pabbly Connect using the copied webhook URL. Go to your JotForm settings, navigate to Integrations, and search for Webhooks. Paste the webhook URL and complete the integration.

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3. Creating Action Integration in Pabbly Connect

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Click on the action box and search for Grist as your action application. Choose ‘Create Record’ as the action event.

To connect Grist with Pabbly Connect, you will need an API key. Log into your Grist account, navigate to profile settings, and copy your API key. Paste this key in the token field in Pabbly Connect to establish the connection.

• Select Grist as the action application.
• Choose ‘Create Record’ as the action event.
• Paste the API key from Grist into Pabbly Connect.

Now you need to fill in the details required to create a new record in Grist. Select the appropriate workspace, document, and table where the data will be stored.

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4. Mapping Data Fields for Automation

In this section, you will map the data fields from JotForm to Grist using Pabbly Connect. After selecting your document and table, you will see the fields that need to be filled with data from the JotForm submission.

Use the mapping feature to connect the fields. For example, map the first name, last name, email, phone number, and city from the JotForm response to the corresponding fields in Grist. This ensures that every new submission updates the record dynamically.

Once you have mapped all necessary fields, click on ‘Save’ and run a test to ensure that the integration works correctly. If successful, you will see a new record created in your Grist document with the details from the JotForm submission.

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5. Conclusion: Automate Your Workflow with Pabbly Connect

In this tutorial, we successfully integrated JotForm with Grist using Pabbly Connect. We set up a trigger for new form submissions, created an action to add records in Grist, and mapped the necessary fields.

This automation streamlines the process of managing client inquiries, ensuring that all information is organized efficiently in Grist. By following this guide, you can replicate the integration and enhance your workflow.

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Learn how to automate your sales process by integrating Instam Mojo with Airtable using Pabbly Connect. Follow this detailed guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Instam Mojo and Airtable, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect, which will direct you to the landing page where you can sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks each month. If you already have an account, simply sign in to access the dashboard.

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2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, which will prompt you to name your workflow. Name it according to your objective, such as ‘Create a Table Record on Instam Mojo Sale’.

• Select the appropriate folder for saving your workflow.
• Click on ‘Create’ to proceed.

In the workflow setup, you will see two main sections: Trigger and Action. The Trigger indicates when the workflow will start, while the Action defines what happens next. For this integration, you will select Instam Mojo as your trigger application.

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3. Setting Up the Trigger with Instam Mojo

To set up the trigger in Pabbly Connect, search for Instam Mojo and select it. Then, choose the trigger event as ‘New Sale’. This event will activate the workflow whenever a new sale is made.

Next, you will need to connect Instam Mojo with Pabbly Connect using the Webhook URL provided. Copy this URL and navigate to your Instam Mojo account. In the product settings, find the Advanced settings section and paste the Webhook URL into the designated field.

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4. Creating an Action Step to Add a Record in Airtable

Once the trigger is set up, it’s time to configure the action step in Pabbly Connect. Search for Airtable and select it as the action application. Choose the action event as ‘Create Record’ to add new entries in your Airtable base.

• Connect your Airtable account by clicking on ‘Connect’ and adding your base.
• Select the base and table where you want to add the new records.

After connecting Airtable, you will need to map the fields from the Instam Mojo response to the corresponding columns in Airtable. This mapping allows Pabbly Connect to dynamically insert the correct data into your records.

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5. Testing and Verifying the Integration

With both the trigger and action steps configured, it’s time to test the integration. Create a test sale in Instam Mojo and ensure that the details are sent to Pabbly Connect correctly. You should see a response indicating that the new sale data has been received.

Finally, check your Airtable account to verify that a new record has been created with the details of the sale. This confirms that your integration is working successfully, allowing you to automate the process of recording sales from Instam Mojo to Airtable.

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Conclusion

In this guide, we explored how to integrate Instam Mojo with Airtable using Pabbly Connect. By setting up triggers and actions, you can automate your sales recording process, ensuring efficiency and accuracy in your business operations.

Learn how to automate invoice creation in Zoho Books from Jotform submissions using Pabbly Connect. Follow our detailed tutorial for seamless integration. 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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Accessing Pabbly Connect for Integration

To start automating the invoice creation process in Zoho Books from Jotform submissions, you need to access Pabbly Connect. First, open your web browser and navigate to the Pabbly Connect website. If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click on ‘Sign in’.

Once logged in, you’ll see various applications offered by Pabbly. Select Pabbly Connect to begin creating your automation workflow. Click on the blue button labeled ‘Create Workflow’ to set up your new integration.

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Setting Up the Workflow in Pabbly Connect

In the workflow setup, you will need to name your workflow. For example, you can name it ‘Create Zoho Books Invoice on Jotform Submission’. After naming, click on the ‘Create’ button to proceed to the main workflow interface where you will set up triggers and actions.

Your first step is to define the trigger application, which in this case is Jotform. Search for Jotform and select it. Then, choose the trigger event as ‘New Response’. This event will initiate the workflow every time a new submission is received from Jotform.

• Click the ‘Copy Webhook URL’ option provided by Pabbly Connect.
• Log into your Jotform account and navigate to the form you want to integrate.
• Go to the ‘Settings’ tab, then to ‘Integrations’ and search for ‘Webhooks’.
• Paste the copied Webhook URL and complete the integration.

After completing these steps, your Jotform will now send data to Pabbly Connect whenever a new response is submitted, which sets the stage for invoicing in Zoho Books.

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Creating Invoice in Zoho Books via Pabbly Connect

Next, you will configure the action application to create an invoice in Zoho Books. In the action step, search for Zoho Books and select it. Choose the action event as ‘Create Sales Invoice’. This action will generate an invoice based on the data received from Jotform submissions.

To connect your Zoho Books account, click on ‘Connect’. If prompted, enter your domain name and authorize Pabbly Connect to access your Zoho Books account. Once connected, you will need to select your organization and specify the customer details for the invoice.

• Select the customer for whom the invoice is being created.
• Map the customer details dynamically from the previous Jotform submission.
• Ensure all required fields are filled, including course name, rate, and quantity.

This setup ensures that every new Jotform submission automatically creates a corresponding invoice in Zoho Books without manual effort.

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Mapping Data in Pabbly Connect for Dynamic Invoicing

Mapping data correctly is crucial for ensuring that the information from Jotform is accurately reflected in the Zoho Books invoice. In the invoice creation setup, you will need to map fields like customer name, email, and course details from the Jotform submission directly into the corresponding fields in Zoho Books.

To do this, use the mapping feature in Pabbly Connect. For example, when asked for the contact name, instead of typing it manually, select the name from the previous Jotform response. This dynamic mapping allows your workflow to adapt to each new submission automatically.

Map the contact name, email, and phone number from the Jotform response. Ensure the course name and rate are also mapped correctly. After mapping, test the workflow to ensure it functions as intended.

This mapping process is essential for creating accurate invoices that reflect the details provided by users in the Jotform submission.

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Testing and Verifying the Integration

After setting up the workflow and mapping all necessary fields, it’s time to test the integration. Submit a test response through your Jotform to trigger the workflow. Pabbly Connect will capture this response, and you can verify that an invoice is created in Zoho Books.

To check if the integration works correctly, log into your Zoho Books account and navigate to the invoices section. You should see a new invoice generated based on the test submission. Verify that all details match the information provided in the Jotform.

If everything looks good, you can be confident that your integration between Jotform and Zoho Books via Pabbly Connect is successful. This automation will save you time and reduce errors in your invoicing process.

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Conclusion

In this tutorial, we demonstrated how to automate the creation of Zoho Books invoices from Jotform submissions using Pabbly Connect. By following the outlined steps, you can streamline your invoicing process and ensure accuracy with every new submission. This integration not only saves time but also enhances your workflow efficiency.

Learn how to integrate Razor with Trigger Using Pabbly Connect to automate subscriber creation on successful payments. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

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1. Integrating Razor Pay with Kit Using P Connect

The integration of Razor Pay is essential for automating subscriber creation in Kit. This process allows for seamless management of course enrollments. When a payment is successfully completed through Razor Pay, a new subscriber is automatically created in Kit.

To initiate this integration, you’ll need to use P Connect. This software simplifies the automation process without requiring coding skills. Here’s how to set it up:

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2. Setting Up P Connect for Automation

To start using P Connect, open a new tab and navigate to p.com/c/connect. You will see options to sign in or sign up for free. If you are new, clicking on the ‘Sign Up for Free’ button will allow you to create an account in just a couple of minutes.

• Sign Up for Free to get 100 free tasks each month.
• Sign In if you already have an account.

Once signed in, access the dashboard of P Connect and create a new workflow. Click on the ‘Create Workflow’ button, name your workflow, and select the appropriate folder to save it. This will prepare you for the next steps in the integration process.

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3. Setting Up the Trigger with Razor Pay

The first step in your workflow involves setting up the trigger using Razor Pay. This is critical as it dictates when the automation will occur. Search for Razor Pay as your trigger application and select it. using Pabbly Connect

Next, choose the trigger event as ‘Payment Captured’. This event will activate whenever a successful payment is made. You will then need to connect Razor Pay with P Connect using the provided webhook URL. Copy this URL as it will bridge Razor Pay and P Connect.

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4. Creating a Webhook in Razor Pay

To create a webhook, log into your Razor Pay account and navigate to Account Settings. Under this section, find ‘Website and App Settings’ and select the option for Webhooks. Here, click on ‘Add New Webhook’. using Pabbly Connect

• Paste the webhook URL you copied from P Connect.
• Select ‘Payment Captured’ as the active event.

Once you have filled in these details, click on the ‘Create Webhook’ button. This action will link Razor Pay to P Connect, allowing for the automation of subscriber creation in Kit.

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5. Finalizing the Integration and Testing

After setting up the webhook, return to P Connect. You will see that it is waiting for a webhook response. To test this, create a new successful payment through Razor Pay.

Navigate to the payment pages in Razor Pay, select a course, and fill in the payment details. Once you complete the payment, P Connect should receive a response containing all relevant customer data. This confirms that the integration is working correctly.

Finally, map the customer details to create a new subscriber in Kit using the action setup in P Connect. Select ‘Add Subscriber to a Sequence’ as your action event. Ensure that you have the API key and secret from your Kit account for a successful connection.

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Conclusion

This tutorial detailed how to integrate Razor with Trigger Using Pabbly Connect, allowing for automated subscriber creation in Kit upon successful payments. By following these steps, you can streamline your workflow effectively.

Learn how to seamlessly integrate Instamojo and LeadSquared using Pabbly Connect for automated lead generation. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

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Accessing Pabbly Connect for Integration

To start integrating Instamojo with LeadSquared, you first need to access Pabbly Connect. Simply search for ‘Pabbly Connect’ in your browser and visit the official landing page. If you’re a new user, you can sign up for free and get 100 tasks each month to explore the features.

Once on the landing page, click on the ‘Sign In’ button. After logging in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. This is where you will create the automation workflow.

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Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the blue button to start a new workflow. You will be prompted to name your workflow and choose a folder to save it. For this integration, name it ‘Create LeadSquared Lead on Instamojo Payment’ and select the folder ‘Automations’. Click on ‘Create’ to proceed.

Now, you will see the workflow window. Here, you will set up the trigger and action for the integration. The trigger will be set to Instamojo, specifically when a new payment is made. This means that every time a payment is successful, it will trigger the workflow to create a new lead in LeadSquared.

• Select ‘Instamojo V2’ as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the Webhook URL provided.

After setting this up, you will need to configure the webhook in your Instamojo account to complete the integration.

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Configuring the Webhook in Instamojo

To connect Instamojo with Pabbly Connect, log into your Instamojo account and navigate to the product for which you want to set the webhook. Click on the three dots next to the product and select ‘Edit Page’. From the left sidebar, go to ‘Page Settings’ and then to ‘Webhooks’.

Switch on the webhook option and paste the copied Webhook URL from Pabbly Connect. Make sure to select the option for successful payments only, as this is crucial for triggering the workflow accurately.

• Enable the webhook by switching it on.
• Paste the Webhook URL in the designated field.
• Save and update the settings.

Once saved, return to your Pabbly Connect workflow, which will now be waiting for a response from the webhook.

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Testing the Integration

To test the integration, you need to make a purchase on your Instamojo page. Enter the necessary details like name, email, and mobile number, then proceed to payment. Select your payment method and enter the OTP when prompted.

Once the payment is successful, Instamojo will send the details to Pabbly Connect via the webhook. You can check your workflow in Pabbly Connect to see if it captured the details correctly. This step is crucial to ensure that the data is being transferred as expected.

Make a test purchase on your Instamojo account. Enter your OTP to complete the payment. Verify that Pabbly Connect captured the payment details.

After confirming that the details are captured, you can proceed to set up the action to create a lead in LeadSquared.

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Creating a Lead in LeadSquared

Now that you have successfully tested the webhook, it’s time to create a lead in LeadSquared using Pabbly Connect. Search for LeadSquared in the action application section and select it. Choose ‘Create or Update Lead’ as the action event and click on connect.

In the connection settings, you will need to enter your LeadSquared API access key and secret key. These can be found in your LeadSquared account under the API settings. After entering these credentials, click on ‘Save’ to connect.

Map the fields from the Instamojo response to LeadSquared fields. Ensure all required fields are filled out correctly. Test the action to confirm the lead is created successfully.

Once the lead is created, you can check your LeadSquared account to verify that the new lead appears with all the correct details. This completes the integration process.

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Conclusion

In this tutorial, we demonstrated how to integrate Instamojo with LeadSquared using Pabbly Connect. This automation allows you to create new leads automatically whenever a payment is made, streamlining your lead management process. By following these steps, you can enhance your business efficiency and improve customer engagement.

Learn how to automatically enroll ThriveCart Learn users on Instamojo sales using Pabbly Connect with this step-by-step 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 the integration process, you need to access Pabbly Connect. Open your browser and navigate to Pabbly’s website. As an existing user, click on the ‘Sign In’ button to log into your account.

Once logged in, you will see a dashboard displaying various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin creating your workflow for enrolling ThriveCart Learn users automatically after a sale on Instamojo.

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2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Enroll ThriveCart Learn User on Instamojo Sale’.

• Click on ‘Create’ to finalize the workflow setup.
• You will see a new window for configuring triggers and actions.

In this window, you will set up the trigger and action for the workflow. The trigger will be a new sale on Instamojo, which will initiate the action of enrolling the user in ThriveCart Learn.

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3. Setting Up the Trigger for Instamojo Sales

To set up the trigger, search for ‘Instamojo’ in the trigger application field and select ‘Instamojo V2’. Next, choose the trigger event as ‘New Sale’. This event will activate the workflow whenever a new sale is made.

After selecting the trigger, Pabbly Connect will provide you with a Webhook URL. Copy this URL as it will be used to connect your Instamojo account to Pabbly Connect.

• Log into your Instamojo account and navigate to the product for which you want to set the webhook.
• Enable the webhook by switching it on and paste the copied URL.
• Select ‘Successful Payments’ as the information to be sent.

Once you have saved the webhook settings, Pabbly Connect will wait for a response to confirm that the connection is active.

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4. Testing the Webhook Connection

To test the webhook connection, perform a test submission on your Instamojo product page. Enter the required details such as name, email, and payment information. After completing the payment, the webhook should capture the response.

Check Pabbly Connect to see if the test submission data has been received. This step is crucial as it confirms that your webhook is working correctly and that Pabbly Connect is receiving the necessary data from Instamojo.

Make sure to enter valid payment details to complete the transaction. Once the payment is successful, you should see the captured data in Pabbly Connect.

With the successful test, you can now proceed to set up the action for enrolling users into ThriveCart Learn.

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5. Enrolling Users in ThriveCart Learn

Now that you have successfully tested the webhook, the next step is to set up the action in Pabbly Connect. For the action application, select ‘ThriveCart Learn Plus’ and choose the action event as ‘Create New Student’.

To connect your ThriveCart Learn account, you will need to enter the API key. Retrieve this key from your ThriveCart account under the API settings. Once you have entered the API key in Pabbly Connect, map the fields from the webhook response to the corresponding fields in ThriveCart Learn.

Map the email address and course ID from the webhook response. Use the course ID obtained from the ThriveCart Learn course URL. Click on ‘Save and Send Test Request’ to finalize the enrollment process.

After successfully sending the test request, check your ThriveCart Learn account to confirm that the new student has been enrolled in the specified course. This completes the integration process using Pabbly Connect.

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Conclusion

This tutorial has detailed how to enroll ThriveCart Learn users automatically on Instamojo sales using Pabbly Connect. By following these steps, you can streamline your enrollment process and save time with automation. Enjoy hassle-free user onboarding!

Learn how to integrate Gravity Forms with GoToWebinar using Pabbly Connect to automate your webinar registrations seamlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Gravity Forms with GoToWebinar, you need to access Pabbly Connect. This platform allows you to automate tasks and connect various applications seamlessly. Start by signing in to your Pabbly Connect account or create a new one if you are a first-time user.

Once logged in, you will be directed to the dashboard where you can create workflows. This is the central hub for managing your integrations. By using Pabbly Connect, you can automate the registration process for your webinars, ensuring that every form submission on Gravity Forms is captured and sent to GoToWebinar automatically.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Here, you will need to name your workflow, such as ‘GoToWebinar Meeting Registrant on Gravity Forms Submission’.

• Select a relevant folder for your workflow.
• Click ‘Create’ to finalize your workflow setup.

Once your workflow is created, you will set the trigger and action. The trigger will be set to Gravity Forms, which captures new submissions, while the action will be to create a registrant in GoToWebinar. This is where Pabbly Connect truly shines by linking these two applications together.

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3. Setting Up the Trigger with Gravity Forms

To set up the trigger in your Pabbly Connect workflow, select Gravity Forms as your trigger application. Choose the trigger event as ‘New Response’. This means that every time a new form submission is made, it will trigger the workflow.

After selecting the trigger event, Pabbly Connect provides you with a webhook URL. This URL is essential for connecting your Gravity Forms to Pabbly Connect. Copy this URL and navigate to your Gravity Forms settings within your WordPress dashboard.

• Go to the Gravity Forms settings for your specific form.
• Select ‘Webhooks’ and add a new webhook using the copied URL.

By doing this, you ensure that every submission on your Gravity Forms automatically sends the data to Pabbly Connect, enabling the next steps in your integration.

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4. Adding the GoToWebinar Action in Pabbly Connect

After successfully setting up the trigger, it’s time to add the action that will create a registrant in GoToWebinar. In your Pabbly Connect workflow, select GoToWebinar as the action application. Choose the action event as ‘Create Registrant’.

Now, you need to connect your GoToWebinar account with Pabbly Connect. Click on the connect button and authorize the connection. Once connected, you will be prompted to select the specific webinar for which you want to create the registrant.

Map the fields from Gravity Forms to GoToWebinar, such as first name, last name, and email. Ensure all required fields are correctly mapped to avoid errors.

By completing these steps, Pabbly Connect will automatically add new registrants to your GoToWebinar whenever someone submits the Gravity Forms registration.

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5. Testing the Integration

With your workflow set up, it’s crucial to test the integration to ensure everything works as expected. Make a test submission on your Gravity Forms and check if the data is sent to Pabbly Connect.

Once you submit the form, return to your Pabbly Connect dashboard to see if the response is captured correctly. If successful, you should see the registrant information reflected in your GoToWebinar account.

Verify that the registrant appears in your GoToWebinar list. Check for any errors in the Pabbly Connect workflow and troubleshoot as necessary.

This testing phase is essential to ensure that your automation is functioning smoothly, allowing you to focus on your webinar without worrying about manual registrations.

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Conclusion

Integrating Gravity Forms with GoToWebinar using Pabbly Connect automates the registration process, saving time and reducing errors. By following these steps, you can ensure a seamless experience for your webinar attendees.