Author: Rajpal Tomar

Learn how to automatically create a Wave customer from Gravity Forms submissions using Pabbly Connect. Step-by-step guide 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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1. Introduction to Pabbly Connect for Gravity Forms Integration

To automate the process of creating a Wave customer on Gravity Forms submission, you need to use Pabbly Connect. This powerful integration tool connects your Gravity Forms with Wave seamlessly. By using Pabbly Connect, you can ensure that every new form submission results in an automatic customer creation in Wave.

First, access Pabbly Connect by visiting its website. You can either sign up for a new account or log in if you are an existing user. After signing in, you will be directed to the dashboard where you can create workflows to automate your tasks.

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2. Creating a Workflow in Pabbly Connect

To set up the integration, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, for example, ‘Create Wave Customer on Gravity Forms Submission’.

• Click on the ‘Create’ button to initiate the workflow.
• Select ‘Gravity Forms’ as the trigger application.
• Choose ‘New Response’ as the trigger event.

After setting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Gravity Forms to Pabbly Connect, allowing it to capture form submissions automatically.

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3. Configuring Gravity Forms with Pabbly Connect

Next, you need to configure your Gravity Forms to use the webhook URL provided by Pabbly Connect. Log in to your WordPress account and navigate to the Gravity Forms settings. Select the form you want to integrate and click on the ‘Settings’ option.

In the settings menu, find the ‘Webhooks’ option and click on ‘Add New’. Fill in the details as follows:

• Name the webhook as ‘New Submission’.
• Paste the webhook URL from Pabbly Connect.
• Set the request method to POST and format to JSON.

After saving the settings, your Gravity Forms are now configured to send data to Pabbly Connect whenever a new submission occurs.

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4. Testing the Integration Between Gravity Forms and Wave

To ensure the integration works correctly, perform a test submission on your Gravity Forms. Enter sample data such as first name, last name, email, and service required, then submit the form. This action will trigger the webhook and send the data to Pabbly Connect.

Check your Pabbly Connect dashboard to see if the response from the test submission is captured successfully. If everything is set up correctly, you should see the data you submitted, confirming that the connection is working as intended.

Now, you will set up the action step to create a customer in Wave. Select ‘Wave’ as the action application and choose ‘Create Customer’ as the action event. This step will ensure that every new form submission results in a new customer entry in your Wave account.

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5. Final Configuration and Customer Creation in Wave

In the action settings of Pabbly Connect, you will need to connect your Wave account. Click on ‘Connect with Wave’ and allow access to your Wave account. After successful authentication, select your business and map the necessary fields from the Gravity Forms submission to the customer creation fields in Wave.

For instance, map the customer’s name, email, and mobile number from the Gravity Forms submission. Once you have mapped all required fields, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that a new customer has been created in your Wave account.

Finally, check your Wave account to verify that the new customer appears with the details submitted through Gravity Forms. This successful integration demonstrates how Pabbly Connect automates the creation of Wave customers, saving you time and reducing manual errors.

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Conclusion

In this tutorial, we explored how to create a Wave customer automatically from Gravity Forms submissions using Pabbly Connect. This integration simplifies customer management and enhances efficiency by automating the process. By following these steps, you can streamline your workflow and improve your business operations.

Learn how to send automated WhatsApp messages to IndiaMART leads for astrology services using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

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1. Setting Up Pabbly Connect for WhatsApp Integration

To send automated WhatsApp messages to IndiaMART leads, start by accessing Pabbly Connect. This platform allows seamless integration between applications like WhatsApp and IndiaMART. First, sign in to your Pabbly Connect account or create a new one if you haven’t already.

After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow, such as ‘Send WhatsApp Message to IndiaMART Leads for Astrology Services.’ This name helps identify the workflow easily in the future.

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2. Creating the Trigger for New Leads

In this step, you will set up the trigger for your workflow. Select IndiaMART as your trigger application. This means that Pabbly Connect will listen for new leads generated through IndiaMART. You will choose the trigger event as ‘New Lead,’ which captures incoming inquiries. using Pabbly Connect

• Select IndiaMART as the trigger application.
• Choose the trigger event ‘New Lead’.
• Copy the generated webhook URL provided by Pabbly Connect.

With the webhook URL copied, log in to your IndiaMART account. Navigate to the Lead Manager section, select Import/Export Leads, and choose Push API. Here, paste the webhook URL as the listener URL. This setup ensures that every time a new lead comes in, it will trigger the workflow in Pabbly Connect.

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3. Configuring WhatsApp Automation with Pabbly Connect

Next, you will set up the action step to send a WhatsApp message using Pabbly Connect. Select the action application as Pabbly Chatflow. This integration allows you to automate WhatsApp messaging based on the leads you receive from IndiaMART.

Choose the action event as ‘Send Template Message’. To connect Pabbly Chatflow with Pabbly Connect, you will need to enter your API token from your Chatflow account. After entering the token, click on ‘Save’ to establish the connection.

• Select Pabbly Chatflow as the action application.
• Choose the action event ‘Send Template Message’.
• Enter your API token to connect Pabbly Chatflow.

After the connection is established, map the mobile number of the lead to ensure the message is sent to the correct recipient. This mapping allows you to personalize each message with the lead’s details.

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4. Sending the Automated WhatsApp Message

Now that the integration is set up, it’s time to send the automated WhatsApp message. Select the template you want to use for your messages from the Pabbly Chatflow. This template should be pre-approved and ready to go. using Pabbly Connect

Ensure that the body of the message includes dynamic variables, such as the lead’s name, to personalize the communication. This step enhances engagement and increases the likelihood of conversion.

Choose the approved message template from Pabbly Chatflow. Map the lead’s name to personalize the message. Click ‘Send Test Request’ to verify the message is sent successfully.

After sending the test request, check your WhatsApp to confirm that the message has been received. You should see a message similar to ‘Hello [Lead’s Name], thank you for your inquiry through IndiaMART…’ which indicates that the automation is working correctly.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to IndiaMART leads for astrology services. By following these steps, you can streamline your communication process, ensuring that every inquiry is promptly addressed. Automating this process not only saves time but also enhances your chances of converting leads into clients.

Learn how to efficiently add payment details to Google Sheets using Pabbly Subscription Billing. This tutorial covers step-by-step integration processes. Master subscription management with practical techniques to handle free trials, coupon codes, and special offers that drive conversion and retention.

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Introduction to Pabbly Subscription Billing

Pabbly Subscription Billing is a powerful tool that helps businesses manage their subscription-based products. In this tutorial, we will explore how to automatically add payment details to Google Sheets using Pabbly Subscription Billing. This integration simplifies the tracking of successful payments, ensuring that your records are always updated.

By utilizing Pabbly Subscription Billing, you can automate the process of recording transactions without manual intervention. This saves time and minimizes the risk of errors in data entry. The integration with Google Sheets allows for seamless management of customer payment details, enhancing your overall business operations.

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Setting Up the Integration with Google Sheets

To set up the integration, you will first need to access your Pabbly Subscription Billing account. Once logged in, navigate to the settings where you can configure the necessary webhooks. This step is crucial for connecting your payment system with Google Sheets.

Follow these steps to create a webhook in Pabbly Subscription Billing:

• Log in to your Pabbly Subscription Billing account.
• Go to the settings and select the webhook option.
• Click on the ‘Add Webhook’ button.
• Enter a name for your webhook and select the event type as ‘Successful Payment’.
• Paste the webhook URL provided by Pabbly Connect.

After saving the webhook, you will be ready to capture payment details automatically in Google Sheets. This setup ensures that every successful payment is recorded as a new row, facilitating easy tracking of transactions.

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Testing the Integration with a Test Payment

Once your webhook is set up in Pabbly Subscription Billing, it’s time to test the integration. You can do this by making a test payment through your Pabbly payment page. This step is essential to ensure that the integration works as intended.

Here’s how to perform a test payment:

• Navigate to your Pabbly Subscription Billing checkout page.
• Enter dummy customer information like name, email, and billing address.
• Use a test card number for the payment.
• Complete the order and confirm the transaction.

After completing the test payment, check your Google Sheets to verify that the payment details have been recorded correctly. This confirmation is crucial for ensuring that your automation is functioning properly.

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Automating Email Confirmations with Pabbly Subscription Billing

After successfully integrating Pabbly Subscription Billing with Google Sheets, the next step is to automate email confirmations to customers. This feature enhances customer experience by providing instant feedback on their transactions. using Pabbly Connect

To set up automated emails, Pabbly Subscription Billing integrates seamlessly with Gmail. Here’s how to configure this feature:

In your Pabbly Subscription Billing account, navigate to the email settings. Customize the email template to include transaction details. Ensure that the sender name and email are correctly set.

With these settings, every time a payment is received, an automated email will be sent to the customer with their transaction details. This feature eliminates the need for manual email confirmations, saving you time and effort.

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Finalizing the Automation Process

After setting up the webhook, testing the integration, and automating email confirmations, your entire workflow is now complete. The integration of Pabbly Subscription Billing with Google Sheets and Gmail allows for a streamlined process of managing subscription payments.

To finalize the automation, ensure that all steps have been correctly implemented. This includes verifying that the webhook is functioning, test payments are recorded accurately, and emails are sent out without issues. Regular checks will help maintain the effectiveness of this automation.

By following these steps, you can efficiently manage your subscription payments and enhance customer satisfaction through timely confirmations. This automation not only saves time but also ensures that your records are always up to date.

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Conclusion

In this tutorial, we explored how to add details in Google Sheets on Pabbly Subscription Billing Payment. By implementing this integration, you can automate payment tracking and enhance customer communication, ensuring a smooth operational flow.

Learn how to create or update GoHighLevel contacts automatically on Gravity Forms submission using Pabbly Connect. This detailed tutorial covers every step. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. This platform allows you to create automated workflows between different applications, including Gravity Forms and GoHighLevel. Begin by visiting the Pabbly Connect website and signing in or signing up for a free account.

Once logged in, you will see all the Pabbly applications available. Click on Pabbly Connect to access your dashboard. Here, you will create a new workflow that connects Gravity Forms submissions to GoHighLevel contacts.

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2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, such as ‘Update GoHighLevel Contact on Gravity Forms Submission’. Select the folder where you want to save this workflow.

• Click on the ‘Create’ button to proceed.
• This will open the workflow window where you can set up triggers and actions.

In this window, you will set a trigger application. Select ‘Gravity Forms’ as your trigger and choose ‘New Response’ as the trigger event. This sets up your workflow to activate whenever there is a new form submission.

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3. Setting Up Gravity Forms with Pabbly Connect

To connect Gravity Forms to Pabbly Connect, you will need to copy the webhook URL provided in your workflow. This URL is essential for sending data from Gravity Forms to Pabbly Connect. Navigate to your Gravity Forms account and locate the specific form you want to automate.

• Go to the form settings and find the ‘Webhooks’ tab.
• Click on ‘Add New’ to create a new webhook.

Paste the copied webhook URL into the request URL field, set the request method to ‘POST’, and choose ‘JSON’ as the request format. Save these settings to finalize the connection between Gravity Forms and Pabbly Connect.

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4. Testing the Integration with a Form Submission

Now that you have set up the webhook, it’s time to test the integration. You need to submit a test entry through your Gravity Forms. Fill in the form fields like first name, last name, and email, and then submit the form.

Once you submit the form, Pabbly Connect will capture the response. You can check the workflow to see if the response has been received. This confirms that your Gravity Forms submission is now successfully sending data to Pabbly Connect.

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5. Creating or Updating GoHighLevel Contact

After successfully capturing the form submission, the next step is to create or update a contact in GoHighLevel. In your Pabbly Connect workflow, select ‘Go HighLevel’ as the action application and choose ‘Create or Update Contact’ as the action event.

You will need to connect your GoHighLevel account to Pabbly Connect. If you have not done this yet, click on ‘Add New Connection’ and follow the prompts to authorize your GoHighLevel account. Once connected, you can map the fields from the Gravity Forms submission to the corresponding fields in GoHighLevel.

Map the first name, last name, email, and any other relevant details. After mapping, click on ‘Save and Send Test Request’ to verify that the contact has been created or updated in GoHighLevel. You should see a confirmation response indicating success.

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Conclusion

This tutorial detailed how to seamlessly integrate Gravity Forms with GoHighLevel using Pabbly Connect. By following these steps, you can automate the creation or updating of contacts based on form submissions, enhancing your lead management process.

Learn how to seamlessly integrate Razorpay with GoToTraining using Pabbly Connect. Automate your training registrations with this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Integration

To start integrating Razorpay with GoToTraining, you need to access Pabbly Connect. First, open your browser and navigate to the Pabbly Connect landing page by searching for Pabbly.com/connect. This platform is essential for creating automated workflows between your applications.

Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 tasks free every month. Existing users should click on ‘Sign in’ to access their accounts.

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2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the dashboard will appear. To create your integration workflow, click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow and select a folder for organization. Name the workflow something descriptive, like ‘GoToTraining Registrant on Razorpay Payment’ and click ‘Create’.

The workflow window is crucial, as it allows you to set up triggers and actions. Triggers are events that start the workflow, while actions are the tasks that follow. For this integration, you will need to select Razorpay as your trigger application.

• Click on the trigger application dropdown and search for Razorpay.
• Select Razorpay and choose the trigger event as ‘Payment Captured’.
• Copy the provided webhook URL for the next steps.

With these steps completed, you have set up the initial part of your workflow in Pabbly Connect.

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3. Configuring Razorpay to Send Webhook Data

Next, you need to configure your Razorpay account to send data to Pabbly Connect. Log into your Razorpay account and navigate to the settings section. From there, go to the Developer section and click on Webhooks.

Click on the ‘Add New Webhook’ button. In the URL field, paste the webhook URL you copied earlier from Pabbly Connect. You can also set an optional secret and alert email if desired, but these are not mandatory.

• Select ‘Payment Captured’ from the active events section.
• Click ‘Create Webhook’ to finalize the setup.

After setting up the webhook, Pabbly Connect will be ready to receive data whenever a payment is captured in Razorpay.

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4. Setting Up GoToTraining Registration

Now that Razorpay is configured, return to your Pabbly Connect workflow. You will need to add an action step to create a registrant in GoToTraining. Click on the ‘+’ icon to add a new action.

Search for GoToTraining and select it as your action application. Choose the action event as ‘Create Registrant’. You will then need to connect your GoToTraining account to Pabbly Connect by clicking on ‘Connect with GoToTraining’.

Select the training session for which you want to create a registrant. Map the fields for first name, last name, and email address using the data received from Razorpay.

Once everything is set up, send a test request to ensure that a new registrant is created successfully in your GoToTraining account.

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5. Testing the Integration in Real-Time

To ensure your integration is working, perform a test registration through Razorpay. Fill in the required details and make a payment. This will trigger the webhook you set up earlier, sending the data to Pabbly Connect.

After completing the payment, check your GoToTraining account to confirm that the new registrant appears with the correct details. This confirms that the integration is functioning properly.

Once you have verified that everything works as intended, your automated registration process is set up! From now on, every successful payment in Razorpay will automatically create a new registrant in GoToTraining, streamlining your training sessions.

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Conclusion

This tutorial provided a detailed step-by-step guide on how to integrate Razorpay with GoToTraining using Pabbly Connect. By automating the registration process, you can save time and enhance the efficiency of your training sessions.

Learn how to automate the addition of cancelled Shopify order details into MongoDB using Pabbly Connect. Follow this step-by-step guide to streamline your process. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Shopify and MongoDB Integration

To integrate cancelled Shopify order details into MongoDB, we first need to set up Pabbly Connect. This platform will serve as the bridge between Shopify and MongoDB, automating the process of transferring order details. Start by signing up for a free account on Pabbly Connect, which can be done in just a few minutes.

After signing up, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new automation. Name your workflow, for example, ‘Shopify to MongoDB’. Choose a folder for your workflow and click on ‘Create’ to proceed. This will open a new workflow window where you can set up the trigger and action steps.

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2. Trigger Setup for Shopify Order Cancellation

In this step, we will configure the trigger for our workflow using Pabbly Connect. Select Shopify as the application and choose the trigger event as ‘Order Cancelled’. This event will notify Pabbly Connect whenever an order is cancelled in your Shopify store.

• Select Shopify from the application list.
• Choose ‘Order Cancelled’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to add this webhook URL to your Shopify account. Go to the Shopify settings, navigate to Notifications, and then to Webhooks. Click on ‘Create Webhook’, select ‘Order Cancellation’ from the event dropdown, set the format to JSON, and paste the webhook URL. Save the changes to complete the trigger setup.

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3. Capturing Order Details in Pabbly Connect

Once the trigger is set up, Pabbly Connect will wait for a response from Shopify regarding cancelled orders. To test this, cancel an order in your Shopify account. As soon as the order is cancelled, Pabbly Connect will capture the order details, including customer information and product details.

In the Pabbly Connect workflow, you will see a response indicating that the order details have been successfully received. The response will contain information such as the customer’s name, email, mobile number, product name, and order ID, which are crucial for the next steps in our automation.

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4. Connecting MongoDB to Pabbly Connect

The next crucial step is to connect your MongoDB account to Pabbly Connect. In the action step, search for MongoDB and select it as the application. Choose ‘Create Record’ as the action event. This will allow you to add the captured order details into your MongoDB database.

To establish this connection, you will need your MongoDB connection string. Go to your MongoDB account, access the Network Access section, and add your current IP address. Then, navigate to your cluster and copy the connection string. Paste this connection string into Pabbly Connect and enter your username, password, and database name where you want to store the order details.

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5. Mapping Data to MongoDB and Testing Automation

After connecting MongoDB, it’s time to map the order details captured by Pabbly Connect to the fields in your MongoDB collection. Create keys for the data you want to store, such as customer name, email, mobile number, product name, order ID, quantity, and total price.

• Define keys for customer name, email, mobile number, product name, order ID, quantity, and total price.
• Map the captured data from Shopify to these keys in MongoDB.
• Click on ‘Save and Send Test Request’ to verify the integration.

Once the test request is successful, check your MongoDB collection to confirm that the order details have been added correctly. This completes the automation setup, allowing you to seamlessly transfer cancelled Shopify order details into MongoDB using Pabbly Connect.

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Conclusion

By following this tutorial, you have successfully automated the process of adding cancelled Shopify order details into MongoDB using Pabbly Connect. This integration streamlines your workflow and ensures that you have accurate records of all cancelled orders.

Learn how to seamlessly integrate Cashfree Payments with Zoho Campaigns using Pabbly Connect to automate subscriber updates efficiently. 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 Cashfree Payments with Zoho Campaigns, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website, where you can either sign in as an existing user or sign up for a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up the integration between Cashfree Payments and Zoho Campaigns.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that triggers when a payment is made through Cashfree. After clicking on ‘Create Workflow’, name your workflow something like ‘Add or Update Zoho Campaign Subscriber on Cashfree Payment’ and select the appropriate folder.

• Click on ‘Create’ to open the workflow window.
• Select ‘Cashfree’ as the trigger application.
• Choose ‘Payment via Form’ as the trigger event.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Cashfree Payments with your Pabbly Connect workflow. This URL is essential for ensuring that your payment data is sent to Pabbly Connect whenever a transaction occurs.

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3. Setting Up Cashfree for Webhooks

Now that you have the webhook URL from Pabbly Connect, log into your Cashfree account. Navigate to the Developers section, select Payment Gateway, and then go to Webhooks. Here, you will add the webhook URL you copied earlier.

• Click on ‘Add Webhook Endpoint’.
• Paste the webhook URL and click on ‘Test Add’.
• Confirm that the status shows success.

Once the webhook is successfully added, you can test it by making a sample payment. This will allow Pabbly Connect to capture the response from Cashfree, ensuring that your integration is working correctly.

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4. Integrating Zoho Campaigns with Pabbly Connect

After confirming that Cashfree is set up correctly, return to your Pabbly Connect workflow. Select Zoho Campaigns as the action application and choose the action event as ‘Add or Update Subscriber’. This step is crucial as it ensures that every time a payment is made, the subscriber’s information is updated or added to your Zoho Campaigns account.

You will need to connect your Zoho Campaigns account by entering your domain. This domain is typically found in the URL of your Zoho Campaigns account. After entering the domain, click on ‘Connect with Zoho Campaign’ and authorize the connection.

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5. Mapping Data Between Cashfree and Zoho Campaigns

Once the connection to Zoho Campaigns is established, you will need to map the subscriber details from Cashfree to Zoho Campaigns. This involves selecting the list where you want to add or update the subscriber and filling in the required fields such as email, first name, and last name.

Map the email field from the Cashfree response. Use the text formatter tool in Pabbly Connect to split full names into first and last names. Map the phone number as well, ensuring all necessary details are included.

After mapping all the fields, test the workflow to confirm that a new subscriber is added to Zoho Campaigns whenever a payment is made via Cashfree. This seamless integration allows for efficient email marketing and subscriber management through Pabbly Connect.

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Conclusion

This tutorial demonstrated how to integrate Cashfree Payments with Zoho Campaigns using Pabbly Connect. By following these steps, you can automate the process of adding or updating subscribers, ensuring your email marketing efforts are always up to date.

Learn how to create a Kit subscriber automatically through Tally Forms submissions using Pabbly Connect. Follow this step-by-step tutorial to streamline your email marketing. 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 Automation

To create a Kit subscriber on Tally Forms submission, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect landing page, where you can either sign in or sign up for a free account. If you are a new user, click on the ‘Sign up for free’ button to get started.

After logging in, you will be directed to the dashboard. From here, find and click on the ‘Access Now’ button under Pabbly Connect. This will take you to the workflow creation area where you can set up the automation for adding subscribers to Kit.

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2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will need to name your workflow; for this tutorial, name it ‘How to Create Kit Subscriber on Tally Forms Submission’. Choose the folder where you want to save this workflow, such as ‘Automations’.

• Click ‘Create’ to open the workflow window.
• In this window, you will set up triggers and actions.
• Select Tally as your trigger application.

After creating the workflow, you will see options for triggers and actions. Triggers are the events that start your workflow, while actions are the responses to those triggers. For this task, select Tally as the trigger application and choose the event as ‘New Response’. This setup allows Pabbly Connect to monitor Tally Forms submissions.

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3. Connecting Tally with Pabbly Connect

After selecting Tally as the trigger application in Pabbly Connect, you will receive a webhook URL. Copy this URL, as it will be used to connect your Tally account with Pabbly Connect. Next, open your Tally account and navigate to the form you want to use for submissions.

• Go to the ‘Integrations’ tab in your Tally form.
• Click on the ‘Connect’ button under the Webhooks section.
• Paste the copied webhook URL and click ‘Connect’.

This action establishes a connection between your Tally form and the Pabbly Connect workflow. The workflow will now wait for a response from Tally Forms, which you can test by submitting a sample response to the form.

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4. Setting Up the Action in Pabbly Connect

Once the Tally form is connected, it’s time to set up the action in Pabbly Connect. For this, select Kit as your action application and choose the action event as ‘Add Subscriber’. You’ll need to connect your Kit account to Pabbly Connect by entering your API Key and API Secret.

To find these keys, log into your Kit account and navigate to the account settings. Under the developer section, you will find the API Key and API Secret. Copy these and paste them into the respective fields in Pabbly Connect. Once completed, click ‘Save’ to establish the connection.

Select the form you want to use in Kit. Map the fields from the Tally response to the Kit subscriber fields. Test the action to confirm successful subscriber addition.

This step allows Pabbly Connect to dynamically add subscribers to your Kit account based on the responses received from the Tally form submissions. After testing, you can check your Kit account to see if the new subscriber has been added successfully.

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5. Testing and Finalizing the Integration

Now that your workflow is set up in Pabbly Connect, it’s crucial to test the integration to ensure everything works seamlessly. Go back to your Tally form and submit a test entry. Fill out the necessary fields and click submit. This action triggers the workflow you created.

Once the submission is complete, return to your Kit account and refresh the subscriber list. You should see the new subscriber entry reflecting the details you just submitted. This confirms that the integration between Tally and Kit via Pabbly Connect is functioning correctly.

By following these steps, you can automate the process of adding subscribers from Tally Forms submissions to your Kit account. This integration not only saves time but also enhances your email marketing efforts by keeping your subscriber list updated automatically.

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Conclusion

Using Pabbly Connect allows you to automate the process of creating Kit subscribers from Tally Forms submissions effortlessly. This integration streamlines your email marketing, ensuring your subscriber list is always current.

Learn how to automate the creation of Mailchimp members from Instamojo sales using Pabbly Connect. Follow this step-by-step tutorial 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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Accessing Pabbly Connect for Integration

To create a Mailchimp member on Instamojo Sale, we start by accessing Pabbly Connect. This platform enables seamless integration between Instamojo and Mailchimp, automating the process of adding new customers as members.

First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks per month. Once logged in, you will see the ‘All P Apps’ window, where you can select Pabbly Connect by clicking the ‘Access Now’ button.

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Creating a Workflow in Pabbly Connect

Next, we will create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder.

For this tutorial, name your workflow ‘Create Mailchimp Member on Instamojo Sale’. Choose the folder where you want to save this workflow, such as ‘Instamojo Automations’. After filling in these details, click the ‘Create’ button to proceed.

• Name your workflow appropriately.
• Select the folder for organization.
• Click ‘Create’ to finalize the setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger identifies when an event occurs, while the action specifies what should happen as a result. In this case, we will set Instamojo as the trigger application.

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Setting Up Instamojo as the Trigger Application

In the Trigger section of Pabbly Connect, select ‘Instamojo V1’ as the trigger application. The trigger event should be set to ‘New Sale’. This means that every time a new sale is made through Instamojo, it will trigger the workflow.

Once you select the trigger application and event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Instamojo to the workflow. Copy the webhook URL and head over to your Instamojo account.

• Select ‘Instamojo V1’ as the trigger application.
• Set the trigger event to ‘New Sale’.
• Copy the provided webhook URL.

In your Instamojo account, navigate to the smart page settings where you collect payments. Click on the three dots and select ‘Edit Page’. Go to Page Settings, then Webhooks, and toggle the button to add the webhook URL you copied. This allows Instamojo to communicate with Pabbly Connect whenever a sale occurs.

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Testing the Integration Between Instamojo and Mailchimp

After configuring the webhook in Instamojo, return to Pabbly Connect and scroll down to see that it is waiting for a webhook response. To test the integration, conduct a test payment on your Instamojo smart page.

Fill in the required fields with dummy data and complete the payment. Once the payment is successful, go back to Pabbly Connect to check if the response has been captured. You should see the payment details, including customer information, confirming that the integration is working correctly.

Conduct a test payment on your smart page. Check Pabbly Connect for captured response details. Ensure customer information is correctly displayed.

If the test is successful, you will see the customer’s details in the webhook response, indicating that Instamojo is now connected to Pabbly Connect.

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Adding Mailchimp as the Action Application

Now that the trigger is set up, we will configure Mailchimp as the action application in Pabbly Connect. Select Mailchimp and choose the action event as ‘Add Member with Custom Fields’. This action will automatically add the customer to your Mailchimp list once a payment is confirmed.

Click on the ‘Connect’ button to establish a connection between Pabbly Connect and Mailchimp. You will need to provide your Mailchimp API key and data center information. To obtain the API key, log in to your Mailchimp account, go to the profile section, and navigate to the API Keys under Extras.

Select Mailchimp as the action application. Choose ‘Add Member with Custom Fields’ as the action event. Input your Mailchimp API key and data center.

After connecting, you will need to map the customer details from the previous step into the Mailchimp fields, such as email address, first name, and last name. This mapping ensures that the correct data is sent to Mailchimp when a new member is added.

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Conclusion

In this tutorial, we demonstrated how to automate the process of adding Mailchimp members from Instamojo sales using Pabbly Connect. By following the steps outlined, you can streamline your email marketing efforts and enhance customer engagement effectively.

Utilizing Pabbly Connect allows for seamless integration between different applications, ensuring that every new sale on Instamojo is automatically reflected in your Mailchimp audience. This automation not only saves time but also helps maintain strong customer relationships.

Learn to integrate Razorpay and ThriveCart Learn using Pabbly Connect to automate user enrollment upon payment. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by typing the URL Pabbly.com/connect in your browser. This platform serves as the central hub for automating tasks between Razorpay and ThriveCart Learn.

Once on the homepage, you will find options to either sign in or sign up for free. If you are new, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply click ‘Sign In’ to log into their accounts. After logging in, you will be directed to the Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, click on the ‘Create Workflow’ option to initiate a new automation. A dialog box will appear, prompting you to name your workflow. Enter a suitable name such as ‘Enroll ThriveCart Learn User on Razorpay Payment’ and select a folder to save it.

Once the workflow is created, you will see a blank workflow screen with two key sections: Trigger and Action. The Trigger denotes what event starts the workflow, while the Action defines what happens as a result. In this case, the trigger will be the payment captured through Razorpay, and the action will be enrolling the user in ThriveCart Learn.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder to save the workflow.

Now that the workflow structure is established, you can proceed to set up the trigger and action steps accordingly.

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3. Setting Up the Trigger with Razorpay

To set up the trigger, select Razorpay as the trigger application in Pabbly Connect. The next step is to choose the trigger event, which will be ‘Payment Captured’. This event signifies that a payment has been successfully processed through Razorpay.

After selecting the trigger event, Pabbly Connect will provide a webhook URL that needs to be added to your Razorpay account. This URL acts as a bridge to send data from Razorpay to Pabbly Connect. Copy this URL and navigate to your Razorpay account settings.

• Go to ‘Accounts and Settings’ in Razorpay.
• Select ‘Webhooks’ and click ‘Add New Webhook’.
• Paste the webhook URL and set the active events.

By completing these steps, you establish a connection between Razorpay and Pabbly Connect, allowing for seamless data transfer upon payment capture.

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4. Testing the Integration

Once the webhook is set up, return to Pabbly Connect to test the integration. The platform will indicate that it is waiting for a webhook response. To generate this response, you need to make a test payment through Razorpay.

Navigate to your Razorpay payment page and complete a test transaction. After the payment is processed, Pabbly Connect will capture the response, which includes essential details such as the UPI ID, payment status, and customer information.

Complete a test payment on Razorpay. Ensure the payment status is captured in Pabbly Connect. Verify that customer details are correctly displayed.

This successful test confirms that the connection is operational, and every new payment will now trigger the corresponding action in ThriveCart Learn.

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5. Enrolling Users in ThriveCart Learn

With the trigger successfully set up, the next step is to configure the action in Pabbly Connect to enroll users in ThriveCart Learn. Select ThriveCart Learn as the action application and choose the action event ‘Create New Student’.

To establish the connection, you will need an API key from your ThriveCart account. Navigate to the API settings in ThriveCart, create a new API key, and copy it back to Pabbly Connect. Enter the required details such as the student’s email, course ID, and name, mapping them from the previous Razorpay response.

Select ThriveCart Learn as the action application. Choose ‘Create New Student’ as the action event. Map the necessary fields from Razorpay response.

Once you save and send the test request, Pabbly Connect will enroll the student in the specified course, completing the integration process. You can verify the enrollment by checking the student list in ThriveCart Learn.

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Conclusion

Integrating Razorpay with ThriveCart Learn using Pabbly Connect simplifies the enrollment process for students upon payment. This automation not only saves time but also enhances user experience by ensuring seamless course access after payment.