Author: Rajpal Tomar

Learn how to automate subscriber creation in Kit using Pabbly Connect and Cashfree Payments. Follow these step-by-step instructions for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Cashfree Payments with Kit, first access Pabbly Connect by visiting the official website. Once there, sign in to your account or create a new one if you are a first-time user. This platform will facilitate the automation process seamlessly.

After logging in, you will see the dashboard where all your workflows are displayed. To create a new workflow, click on the ‘Create Workflow’ button. You will then need to provide a name for your workflow, such as ‘Create Kit Subscriber on Cashfree Payment,’ and select a folder for organization.

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2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your automation using Pabbly Connect. The trigger will be set to Cashfree Payments, specifically the event of a new payment. Select ‘Cashfree’ as your trigger application and choose the trigger event as ‘New Payment via Form’.

• Select ‘Cashfree’ as the trigger application.
• Choose ‘New Payment via Form’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your Cashfree account and add the webhook URL in the payment form settings. This URL acts as a bridge between Cashfree and Pabbly Connect, allowing data to flow seamlessly when a payment is made.

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3. Testing the Webhook Connection in Pabbly Connect

After setting up the webhook, it’s essential to test the connection to ensure everything is working correctly. Make a test payment on your Cashfree checkout page using dummy details. This step will send a response back to Pabbly Connect.

Once the payment is processed, return to Pabbly Connect and click on ‘Recapture Webhook Response’. If the response is successfully captured, it confirms that the integration is set up correctly and is ready for live transactions.

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4. Creating a Subscriber in Kit Using Pabbly Connect

Now that the webhook is tested, the next step is to create a subscriber in Kit whenever a payment is made. For this, select Kit as your action application in Pabbly Connect and choose the action event as ‘Create Subscriber’. You will need to connect your Kit account by entering the API key and secret.

Once connected, map the fields from the Cashfree response to the Kit subscriber fields. This includes the email address, first name, last name, and mobile number. Proper mapping is crucial to ensure that each new payment creates a new subscriber with the correct details.

• Map the email field to the email address from Cashfree response.
• Use the first name and last name mapping from the Cashfree response.
• Ensure mobile number is also mapped correctly.

After mapping, click on ‘Save and Send Test Request’ to create the subscriber. Check your Kit dashboard to confirm that the subscriber has been created successfully.

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5. Verifying the Automation Workflow in Pabbly Connect

To verify that the entire automation workflow is functioning as intended, perform another test payment on Cashfree. Use different dummy details to ensure the process works for new entries. After completing the payment, check your Kit account once again.

If the new subscriber appears in your Kit dashboard under the correct tag, the automation workflow is successfully set up. This confirms that Pabbly Connect is effectively linking Cashfree Payments and Kit, automating the subscriber creation process.

By following these steps, you can automate the integration between Cashfree and Kit using Pabbly Connect, saving time and reducing manual effort in managing subscribers.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate subscriber creation in Kit based on payments made through Cashfree. This integration streamlines your workflow, making it efficient and hassle-free.

Learn how to integrate Shopify with JotForm using Pabbly Connect to automate customer creation from form submissions. Step-by-step guide 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 begin the integration process, access Pabbly Connect by visiting its official website. If you are a new user, you can sign up for free and receive 100 free tasks each month. Existing users should sign in to their accounts to proceed.

After logging in, you will see the dashboard displaying all available applications. Click on the Pabbly Connect option to start creating your automation workflow. This platform allows you to connect various applications seamlessly, making your tasks easier.

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2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. A pop-up will appear asking for a workflow name and folder selection. Name your workflow something like ‘Create Shopify Customer on JotForm Submission’ and choose the appropriate folder for organization.

• Click on the ‘Create’ button to finalize your workflow.
• You will see two sections: Trigger and Action.

The trigger is set to JotForm, which will initiate the workflow whenever a new form submission occurs. This connection is vital as it allows Pabbly Connect to capture the data from JotForm.

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3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select JotForm and choose the event as ‘New Response.’ This setup ensures that every new submission on your JotForm is captured by Pabbly Connect. A webhook URL will be generated, which you will need to copy for the next steps.

Navigate to your JotForm account and locate the form you created. Go to the settings and find the integrations section. Here, you can search for webhooks and paste the URL provided by Pabbly Connect. After saving the integration, your JotForm will be ready to send data to Pabbly Connect.

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4. Setting Up the Action in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action. Select Shopify as your action application and choose ‘Create Customer’ as the action event. This will allow you to add new customers in Shopify based on JotForm submissions.

• You will need to connect Shopify to Pabbly Connect by providing your Admin API access token and subdomain.
• Follow the instructions in Shopify to create a new app and obtain the necessary credentials.

Once connected, you can map the fields from your JotForm submission to the corresponding fields in Shopify. This mapping ensures that the correct data is sent to Shopify when a new customer is created.

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5. Testing the Integration in Pabbly Connect

After setting up both the trigger and action, it’s crucial to test the integration. Perform a test submission on your JotForm to see if Pabbly Connect captures the data correctly. You should see the response in your workflow indicating that the data has been received.

If the test is successful, check your Shopify account to confirm that the new customer has been created. This step validates that the integration between JotForm and Shopify through Pabbly Connect is functioning as expected.

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Conclusion

By following this tutorial, you can automate the process of creating Shopify customers using JotForm submissions via Pabbly Connect. This integration saves time and reduces errors, making your e-commerce operations more efficient.

Learn how to automate WhatsApp messaging for IndiaMART leads using Pabbly Connect. Follow this 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.

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1. Accessing Pabbly Connect for Integration

To start utilizing Pabbly Connect for integrating WhatsApp with IndiaMART, first access the platform by entering the URL in your browser. Once on the homepage, you’ll see options to sign in or sign up.

If you are a new user, click on the ‘Sign Up for Free’ button. This allows you to create an account in just a couple of minutes, receiving 100 free tasks monthly to explore the platform. Existing users can simply log in by clicking ‘Sign In’.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option, and a dialog box will prompt you to name your workflow.

• Name your workflow as ‘Send WhatsApp Message to IndiaMART Leads’.
• Select a folder to save your workflow, preferably under ‘Automations for Lead Management’.

After naming and selecting the folder, click on ‘Create’. You will now see two main windows: Trigger and Action. These are essential for setting up your automation.

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3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow using Pabbly Connect. For the trigger application, select IndiaMART and set the trigger event to ‘New Lead’. This ensures that every time a new lead is received, the workflow will initiate.

Next, you will need to establish a connection between IndiaMART and Pabbly Connect. Copy the webhook URL provided, which will act as a bridge to transfer data from IndiaMART to Pabbly Connect.

• Go to your IndiaMART account, navigate to Lead Manager, and select ‘Import/Export Leads’.
• Under the Push API section, deactivate any existing webhook and paste the copied URL into the Webhook Listener URL field.

After saving these details, your connection is established, and you can proceed to test the integration by submitting a dummy lead inquiry.

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4. Sending WhatsApp Message to Leads

Once the connection is set, the next objective is to send a WhatsApp message to the leads captured via Pabbly Connect. For this, set the action application to AI CC and select ‘Send Template Message’ as the action event.

To create the connection, choose ‘Add New Connection’ and input your API key from your AI CC account. After saving, you can start configuring the message template that will be sent to the leads.

Enter the campaign name, e.g., ‘New IndiaMART Leads’. Map the mobile number and name of the lead from the previous response captured by Pabbly Connect.

Once all details are filled, click on ‘Save and Send Test Request’. This action will send the WhatsApp message to the lead, confirming that the integration is successful.

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5. Conclusion and Benefits of Using Pabbly Connect

In conclusion, using Pabbly Connect to automate WhatsApp messaging for leads from IndiaMART is a straightforward process. By following the steps outlined, you can seamlessly connect these applications without any coding knowledge.

This integration not only saves time but also enhances communication with potential clients, ensuring that no lead goes unnoticed. Automating your lead responses can significantly improve your business efficiency.

With Pabbly Connect, you can explore numerous integrations and automate various tasks, making it an invaluable tool for your business.

Learn how to integrate Mojo with URL Using Pabbly Connect for seamless automation. This tutorial covers every step in detail to ensure smooth connections between applications. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Integration Between Mojo and URL

The integration process begins with connecting Mojo to the URL. This step is crucial as it allows for seamless transactions. To start, ensure you have access to both Mojo and the URL you wish to integrate.

Within your Mojo account, navigate to the settings where you can configure integrations. You will need to enter the necessary API details that link Mojo to your URL. This connection will facilitate data transfers between the two platforms.

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2. Creating a Workflow in Make

Creating a workflow in Make is essential for automating actions between Mojo and the URL. Start by logging into your Make account and selecting the option to create a new workflow. This will serve as the backbone of your integration.

• Click on ‘Create Workflow’ from the dashboard.
• Name your workflow appropriately, such as ‘Mojo to URL Integration’.
• Select the trigger event which will initiate the workflow.

Once your workflow is created, you can define the trigger event. Choose an event from Mojo that will kick off the workflow, such as a new sale. This ensures that every time a transaction occurs, the workflow is activated automatically.

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3. Configuring the Webhook URL

To complete the integration, configuring the webhook URL is vital. This URL will receive data from Mojo whenever a specified event occurs. Go back to your Mojo settings and find the webhook section.

Paste the webhook URL provided by Make into the designated field in Mojo. Make sure to select the correct information to be sent, such as payment confirmations or user details. This step ensures that Mojo communicates effectively with your URL.

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4. Testing the Integration

Once you have set up the webhook, it’s time to test the integration between Mojo and URL. Perform a test transaction through your Mojo payment page. This will help verify that the data is sent correctly to the URL.

During the test, enter dummy information and proceed with the payment. After completing the payment process, check your URL to see if the information was received successfully. This confirms that the integration is functioning as intended.

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5. Finalizing the Automation Process

The final step involves ensuring that the automation is set up correctly. Review the workflow in Make to ensure that all data mappings are accurate. This includes mapping user details like name, email, and phone number from Mojo to the URL.

Once everything is verified, save your workflow and activate it. This will allow the automation to run smoothly without manual intervention. Your integration between Mojo and URL is now complete, enabling a seamless user experience.

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Conclusion

This tutorial has outlined the steps to integrate Mojo with URL Using Pabbly Connect. By following these steps, you can automate your processes and enhance efficiency. Enjoy the benefits of seamless integration and improved workflow management.

Learn how to automate the enrollment of users in Graphy using URL and Trigger integration with P Connect Now, Tally, and Tel forms. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

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1. URL and Trigger Integration Overview

The integration of URL and Trigger is essential for automating user enrollment in Graphy. This process utilizes P Connect Now to seamlessly connect Tally forms with Graphy, making it easier for online educators to manage course registrations. using Pabbly Connect

By setting up this integration, every time a user submits a form through Tally, their information is automatically transferred to Graphy. This eliminates manual entry and ensures that new learners can start their courses without delay.

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2. Setting Up P Connect Now for Automation

To begin the automation process, you must first access P Connect Now. This platform allows you to create workflows that connect different applications, including Tally and Graphy.

Follow these steps to set up your workflow in P Connect Now:

• Sign in to your P Connect Now account.
• Create a new workflow and name it appropriately.
• Select Tally as the trigger application.
• Set the trigger event as ‘New Response’.

After setting up the trigger, you’ll be prompted to connect Tally with P Connect Now using a webhook URL. This URL acts as a bridge for data transfer between the applications.

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3. Connecting Tally Forms to P Connect Now

To connect Tally forms to P Connect Now, you need to copy the webhook URL provided in your P Connect Now workflow. This URL is crucial for receiving form submissions from Tally. using Pabbly Connect

Here’s how to connect Tally forms:

• Go to your Tally form and navigate to the Integrations section.
• Select the option for webhooks and paste the copied URL.
• Click on connect to establish the link between Tally and P Connect Now.

Once connected, any new submission in Tally will automatically trigger the workflow in P Connect Now, sending user details directly to Graphy.

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4. Creating Learners in Graphy from Tally Submissions

With Tally connected to P Connect Now, the next step is to create a learner in Graphy using the submitted data. This involves setting up the action in your P Connect Now workflow. using Pabbly Connect

To create a learner in Graphy:

Add a new action step and select Graphy as the action application. Choose ‘Create Learner’ as the action event. Connect Graphy with P Connect Now using the API key and Merchant ID from your Graphy account.

After mapping the necessary fields such as email, first name, and last name, you can save the workflow. This ensures that every new Tally submission results in a new learner being created in Graphy.

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5. Enrolling Learners in Courses Automatically

The final step in this integration is to enroll the newly created learners into specific courses in Graphy. This is done by adding another action in your P Connect Now workflow. using Pabbly Connect

To enroll learners:

Add a new action step and select Graphy again. Choose ‘Enroll Learner to Course’ as the action event. Map the learner’s email and the course URL to complete the enrollment process.

Once this is set up, every new learner created from a Tally submission will be automatically enrolled in the specified course in Graphy, streamlining your enrollment process.

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Conclusion

In this tutorial, we explored how to automate the enrollment of users in Graphy using URL and Trigger integration with P Connect Now. By following these steps, you can efficiently manage course registrations and enhance the learning experience for your users.

Learn how to integrate Instagram Lead Ads with Bravo using Pabbly Connect in this step-by-step tutorial. Automate your lead generation process effectively! 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 Instagram Lead Ads with Bravo, you first need to access Pabbly Connect. This powerful automation tool allows seamless connections between different applications. Start by visiting the Pabbly Connect homepage.

Once on the homepage, you can either sign in if you are an existing user or sign up for a free account. Signing up gives you access to 300 tasks each month, allowing you to explore the capabilities of Pabbly Connect.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow, so enter something descriptive like ‘Create a Contact for Instagram Lead Ads’.

• Select a folder for your workflow to keep things organized.
• You can create new folders if needed to categorize your workflows.

Once you have named your workflow and selected a folder, click on the create button. This will set up the framework for your automation process within Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger. In this case, select ‘Instagram Lead Ads’ as your trigger application. This allows Pabbly Connect to monitor new leads generated from your Instagram ads.

Next, choose the trigger event as ‘New Lead Instant’. This means that every time a new lead is submitted through your Instagram lead form, Pabbly Connect will automatically capture this information. Click on the connect button to establish this connection.

• Select your Facebook account connected to your Instagram.
• Choose the appropriate Facebook page and lead gen form.

Once you have selected the necessary options, click on ‘Save and Send Test Request’. This action will prepare Pabbly Connect to receive data from the lead form submissions.

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4. Generating a Test Lead for Pabbly Connect

To ensure that the integration works correctly, you need to generate a test lead. This step is crucial for validating your setup in Pabbly Connect. Use the lead testing tool provided by Meta to create a new lead submission.

Before creating a new lead, you may need to delete any existing test leads. This is necessary because the tool allows only one lead per form at a time. After deleting the previous lead, fill out the lead form with dummy data and submit it.

Enter details such as first name, last name, email, and phone number. Ensure all required fields are filled out correctly.

Once the test lead is submitted, check your Pabbly Connect workflow to confirm that the data has been received successfully. This verifies that your trigger setup is functioning as intended.

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5. Adding Leads to Bravo Using Pabbly Connect

After confirming that the trigger works, the next step is to add the new lead as a contact in Bravo. In your Pabbly Connect workflow, select Bravo as your action application. This will allow you to create or update contacts based on the new leads received.

Choose the action event as ‘Create/Update a Contact’. This ensures that every new lead captured from Instagram is automatically added to your Bravo account. You will need to connect your Bravo account by entering the domain and API key.

Map the lead’s email and other details from the previous step. Ensure the details are dynamically updated with each new lead.

After mapping the necessary fields, click on ‘Save and Send Test Request’. This will create a new contact in your Bravo account. Refresh your Bravo account to see the newly added contact, confirming that the integration through Pabbly Connect was successful.

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Conclusion

In this tutorial, we explored how to integrate Instagram Lead Ads with Bravo using Pabbly Connect. By following the outlined steps, you can automate your lead generation process effectively, ensuring that every new lead is captured and organized in your Bravo account.

Learn how to automate customer creation on Shopify using Elementor form submissions with Pabbly Connect in this step-by-step tutorial. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

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1. Automate Customer Creation on Shopify with Pabbly Connect

The process to automate customer creation on Shopify begins with Pabbly Connect. This tool allows you to connect your Elementor forms directly to Shopify, facilitating seamless data transfer.

To start, ensure you have your Elementor form set up properly. You will need to gather the necessary information from the form submission, such as first name, last name, email address, and other relevant customer details.

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2. Setting Up Pabbly Connect for Your Workflow

Next, access your Pabbly Connect dashboard. Click on the Pabbly Connect option to create a new workflow for connecting Elementor with Shopify.

• Click on the + Create Workflow button.
• Name your workflow, for example, Customer Creation from Elementor.
• Select Elementor as the trigger application.

After setting up the trigger, you will need to choose the specific event that will initiate the workflow. Select New Form Submission as the event type. This will allow the workflow to activate whenever a new form is submitted through your Elementor setup.

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3. Connecting Elementor to Pabbly Connect

To establish the connection between Pabbly Connect and Elementor, you will need to provide a webhook URL. This URL is generated by Pabbly Connect during the setup process.

Go to your Elementor dashboard, find the form you want to use, and navigate to the Actions After Submit section. Here, select Webhook and paste the webhook URL provided by Pabbly Connect.

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4. Creating a Customer in Shopify Automatically

Once the Elementor form is connected to Pabbly Connect, the next step is to create a customer in Shopify. In your Pabbly Connect workflow, add a new action step and select Shopify as the application.

Select the Create Customer action. You will need to map the fields from your Elementor form to the corresponding fields in Shopify, such as first name, last name, and email address. This mapping ensures that the correct data is sent to Shopify whenever a form is submitted.

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5. Testing the Integration

After setting up your workflow, it’s crucial to test the integration between Pabbly Connect, Elementor, and Shopify. Fill out your Elementor form with test data and submit it.

Return to your Shopify account and check if the customer has been created successfully. If everything is set up correctly, you should see the new customer entry reflecting the data from your form submission.

Conclusion

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

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In conclusion, integrating Elementor with Shopify through Pabbly Connect allows for efficient customer creation from form submissions. This automation saves time and reduces manual entry errors, streamlining your online business operations.

Learn how to integrate Trigger with URL Using Pabbly Connect to automate Zoho CRM contacts for Google Ads leads in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Setting Up Trigger in Make for Google Ads

The first step in automating your process is setting up the Trigger application in Make. You’ll start by selecting Google Ads as your trigger application. This allows you to automate the creation of new contacts in Zoho CRM whenever a new lead comes in through Google Ads.

To do this, navigate to your Make dashboard and create a new workflow. You need to define your trigger event as ‘New Lead Form Entry’ from Google Ads. This sets the stage for the automation process, ensuring that every new lead captured is processed accordingly.

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2. Connecting Google Ads with Make Using VAB URL

Connecting Google Ads with Make requires the use of a VAB URL. This URL acts as a bridge between Google Ads and Make, allowing data to flow seamlessly. To begin, copy the VAB URL provided in your Make workflow. using Pabbly Connect

• Open your Google Ads account and navigate to the lead form settings.
• Paste the VAB URL into the lead delivery options.
• Send test data to ensure the connection is established successfully.

After successfully sending the test data, you should see the response in Make. This confirms that your Google Ads lead form is now linked to your Make workflow, ready to capture new leads automatically.

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3. Setting Up Action to Create Contacts in Zoho CRM

Once your trigger is set up and connected, the next step is to configure the action in your Make workflow. For this, you will select the Zoho CRM application as your action application and choose ‘Create Contact’ as the action event.

To connect Zoho CRM with Make, you’ll need to enter your Zoho domain. This is crucial for ensuring that the data from Google Ads is correctly sent to your CRM. After entering the domain, grant access to Make to manage your Zoho CRM contacts.

Now, map the lead details from Google Ads to the appropriate fields in Zoho CRM. This includes the first name, last name, email address, and city. By mapping these fields, every new lead will automatically create a contact in Zoho CRM with the correct information.

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4. Testing and Verifying the Integration

After setting up your action in Make, it’s essential to test the entire integration to ensure everything works smoothly. Trigger a new lead from your Google Ads lead form to see if it reflects in Zoho CRM. using Pabbly Connect

Check your Zoho CRM contacts to verify that the new lead has been added successfully. You should see the test lead with details such as the name and email address. This step is crucial to confirm that the automation is functioning as intended.

If the contact appears in Zoho CRM, congratulations! You’ve successfully integrated Trigger with URL Using Pabbly Connect to automate lead management. This integration not only saves time but also helps in maintaining accurate records of your leads.

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5. Conclusion

In this tutorial, we explored how to integrate Trigger with URL using Make to automate the creation of contacts in Zoho CRM for Google Ads leads. By following the steps outlined, you can streamline your lead management process effectively.

Automating this workflow not only enhances efficiency but also ensures that you never miss a lead from your Google Ads campaigns. Implementing this integration can significantly improve your CRM management and lead tracking.

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Learn how to integrate Cashfree with Pabbly Connect and Pabbly Connect to automate subscriber management and record payments in Google Sheets. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin automating your payment processes, you first need to set up Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by signing up for a free account via the link provided in the description.

Once you’ve created your account and logged in, navigate to your dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow; for instance, ‘Cashfree to Pabbly Email Marketing to Google Sheets’. After naming it, select a folder for better organization and click the ‘Create’ button to proceed.

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2. Setting Up Cashfree Payment as a Trigger in Pabbly Connect

In the first step of your workflow, you will set Cashfree as the trigger application in Pabbly Connect. This means that whenever a payment is made through Cashfree, it will trigger the automation you’ve set up. To do this, select ‘Cashfree’ from the application list and choose the trigger event as ‘Payments’.

• Select ‘Cashfree’ as the application.
• Choose ‘Payments’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, head over to your Cashfree account. Under the developer section, navigate to ‘Webhooks’ and add a new webhook endpoint. Paste the webhook URL from Pabbly Connect here. Select the latest version for the webhook and click on ‘Test’. This will confirm the connection between Cashfree and Pabbly Connect.

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3. Adding a Subscriber in Pabbly Email Marketing

Once the trigger is set up, the next step is to add the customer as a subscriber in Pabbly Email Marketing. In the action step of your workflow, select Pabbly Email Marketing as the application and choose ‘Add Subscriber’ as the action event. This step ensures that every new payment made will automatically add the customer to your email list.

To connect Pabbly Email Marketing with Pabbly Connect, you will need your API token. Access your Pabbly Email Marketing account, go to the Integrations section, and copy your API token. Paste this token back in Pabbly Connect and click ‘Save’.

• Select the list name where you want to add the subscriber.
• Map the customer’s email and name from the trigger response.
• Click ‘Save and Send Test Request’ to finalize the addition.

After completing these steps, you should see the new subscriber in your Pabbly Email Marketing account under the selected list.

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4. Recording Payment Details in Google Sheets

The final integration step is to record payment details in Google Sheets using Pabbly Connect. Add another action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event. This will allow you to log customer and payment details into a spreadsheet automatically.

Connect your Google Sheets account with Pabbly Connect by signing in through the provided button. After connecting, select the spreadsheet where you want to log the payment details. Map the fields such as customer name, email, mobile number, amount, payment ID, and date from the trigger step responses.

Select the spreadsheet named ‘Cashfree Payments’. Map each payment detail to the corresponding column in Google Sheets. Click ‘Save and Send Test Request’ to complete the setup.

After testing, you should see a new row created in your Google Sheets with all the payment details captured from Cashfree.

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5. Testing Your Automation Workflow

With all integrations set up, it’s time to test your automation workflow in Pabbly Connect. Go back to your Cashfree account and initiate a test payment using the payment link. Enter dummy customer details to simulate a real transaction.

Once the payment is successful, check both your Pabbly Email Marketing account and Google Sheets to confirm that the new subscriber was added and the payment details were recorded correctly. This will validate that your automation is functioning as intended.

By following these steps, you can automate the process of adding subscribers and recording payments using Pabbly Connect. This integration not only saves time but also ensures that your data is accurately captured across platforms.

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Conclusion

In summary, using Pabbly Connect to integrate Cashfree with Pabbly Email Marketing and Google Sheets allows for seamless automation of payment processing and subscriber management. This setup enhances efficiency and accuracy in your business operations.

Learn how to automate Mailgun member creation from Cognito form submissions using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Mailgun with Cognito forms, you need to access Pabbly Connect. Begin by opening your web browser and navigating to the Pabbly Connect website. If you do not have an account, click on ‘Sign Up for Free’ to create one. You will receive 100 free tasks every month, making it easy to get started with automation.

Once you are logged in, you can access the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the workflow creation area where you can set up the integration between Cognito forms and Mailgun.

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2. Creating a Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for automating your Mailgun member creation. Click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Create Mailgun Member on Cognito Form Submission’. Next, select a folder for your workflow to keep things organized.

• Name your workflow appropriately.
• Choose the right folder for better organization.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see the trigger and action boxes. The trigger will be Cognito forms, and the action will be Mailgun. This setup allows you to automate the process seamlessly using Pabbly Connect.

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3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, you need to select Cognito forms as your trigger application. Click on the trigger application search bar and select Cognito forms. Then, choose the trigger event, which will be ‘New Entry’. This event will activate when a new form submission is received.

Next, you will need to connect Cognito forms with Pabbly Connect. Copy the webhook URL provided in the setup. This URL acts as a bridge between Cognito forms and Pabbly Connect. Now, navigate to your Cognito forms account, open the specific form you want to connect, and enable the option to post JSON data to a website.

• Open your Cognito form and enable the ‘Post JSON data to a website’ option.
• Paste the copied webhook URL in the submit entry endpoint.
• Click on ‘Save’ to finalize the integration.

Once you have saved the settings in Cognito forms, return to Pabbly Connect. You will see that it is waiting for a webhook response, indicating that the connection has been established successfully.

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4. Creating a Mailgun Member Action in Pabbly Connect

Now that you have set up the trigger, it’s time to create the action that will add a member to Mailgun. In Pabbly Connect, search for Mailgun as your action application. Select the action event as ‘New Mailing List Member’. Click on ‘Connect’ to establish a connection between Mailgun and Pabbly Connect.

You will need to enter your Mailgun API key, private API key, host, and domain name. To find these details, log in to your Mailgun account and navigate to the API security section. Generate a new API key and copy it back to Pabbly Connect. Ensure you also provide the correct Mailgun host depending on your account region.

Log in to your Mailgun account and navigate to API security. Generate a new API key and copy it. Provide the Mailgun host and domain in Pabbly Connect.

After entering all the required details, click on ‘Save’ to finalize the connection. This will allow Pabbly Connect to add members to your Mailgun mailing list automatically upon receiving new submissions from Cognito forms.

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5. Testing and Verifying the Integration

To test the integration, create a new submission in your Cognito form. Fill out the details as prompted and submit the form. Once submitted, return to Pabbly Connect to check if the webhook response has been received. You should see the details of the form submission displayed in the response section.

Next, log in to your Mailgun account and check your mailing list for the newly created member. Ensure that the details match the information submitted in the Cognito form. This verification step confirms that the integration is functioning as intended through Pabbly Connect.

By following these steps, you have successfully set up an automation that creates a Mailgun member from Cognito form submissions. This integration saves time and ensures that your email list is always up to date.

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Conclusion

In this tutorial, we explored how to create a Mailgun member on Cognito form submission using Pabbly Connect. By automating this process, you can enhance your email marketing efforts and maintain an updated contact list with ease. The integration between these platforms streamlines your workflow and boosts efficiency.