Author: Rajpal Tomar

Learn how to automatically extract details from PDF/Image files using Pabbly Connect and OpenAI, and add them to Google Sheets seamlessly. 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 Automation

To get started with automating the extraction of details from PDF/Image files, first, access Pabbly Connect. This platform is critical in creating workflows that integrate various applications seamlessly.

Once logged into Pabbly Connect, you can create a new workflow. This workflow will be the foundation for connecting Google Drive, OpenAI, and Google Sheets. Ensure you have the necessary permissions to access these applications.

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2. Setting Up Google Drive Trigger in Pabbly Connect

In this step, you will configure Google Drive as the trigger application within your Pabbly Connect workflow. Choose ‘New File in Specific Folder’ as the trigger event.

• Select the specific folder in Google Drive where you will upload your PDF or image files.
• Once a new file is uploaded, this trigger will activate the workflow.

After setting up the trigger, test it by uploading a PDF or image file to the designated Google Drive folder. This will allow Pabbly Connect to capture the file and initiate the next steps in the automation process.

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3. Sharing the File with OpenAI via Pabbly Connect

Next, you need to share the uploaded file with OpenAI. In Pabbly Connect, add a new action step and select Google Drive again. Choose the action event ‘Share a File with Anyone’ to adjust the file permissions.

By changing the share permission, you ensure that OpenAI can access the file. After setting this up, proceed to add another action step for OpenAI. Here, select ‘Extract Content from PDF or Image’ as the action event.

• Connect your OpenAI account by entering your API key.
• Choose the appropriate OpenAI model for processing the document.

Once the connection is established, you will need to provide the file’s URL, which you can obtain from the Google Drive trigger response.

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4. Extracting Details in JSON Format

In this section, you will define how to extract the details from the uploaded file. In the prompt for OpenAI, specify that you want the extracted details in JSON format. This is crucial for easy integration with Google Sheets later on. using Pabbly Connect

For example, your prompt could be: ‘Extract the details from this PDF and give me the details in JSON response. Do not add anything extra like spaces, and refer to the example JSON provided to create the response.’ This instruction ensures that OpenAI returns the data in a structured format.

Include key details such as customer name, email, payment method, and date. Make sure to map the file ID correctly in the URL for OpenAI.

Once configured, send a test request to OpenAI to see the extracted details. Verify that the response includes all the required fields in JSON format, which will be used in the next steps.

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5. Adding Extracted Details to Google Sheets

After successfully extracting details using OpenAI, the next step in Pabbly Connect is to add this information to Google Sheets. Start by adding another action step and selecting Google Sheets as the application.

Choose the action event ‘Add New Row’. Connect your Google Sheets account by signing in and granting the necessary permissions. After connecting, select the spreadsheet where you want to store the extracted data.

Map the extracted details from OpenAI to the corresponding columns in Google Sheets. Ensure that each field from the JSON response is correctly matched to the respective column.

Once all fields are mapped, send a test request to add the data to Google Sheets. Verify that the data appears correctly in the specified spreadsheet, confirming that your automation is working as intended.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically extract details from PDF/Image files and add them to Google Sheets. By leveraging the integration capabilities of Pabbly Connect, you can streamline your data extraction processes efficiently.

Learn how to send order updates on WhatsApp from Google Sheets automatically using Pabbly Chatflow. Follow this detailed step-by-step tutorial for seamless integration. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow to Send Updates

To send order updates on WhatsApp from Google Sheets, you first need to access Pabbly Chatflow. Begin by navigating to the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free and get started with 100 tasks monthly.

Once logged in, you will be directed to the Pabbly dashboard. Here, you can find all the applications offered by Pabbly. Click on Pabbly Chatflow to set up the integration for sending WhatsApp messages automatically.

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2. Creating Automation with Pabbly Chatflow

Now, let’s create an automation workflow that connects Google Sheets with Pabbly Chatflow. Start by selecting the folder where you want to create your workflow. Click on the “Create” button to begin. You will see two boxes appear: one for the trigger and one for the action.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New Row’.
• Set up the action application as Pabbly Chatflow.

This setup will ensure that whenever a new row is added to your Google Sheets, it triggers an action in Pabbly Chatflow to send a WhatsApp message. After configuring the trigger, proceed to set up the action.

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3. Setting Up Google Sheets with Pabbly Chatflow

To complete the integration, you need to connect your Google Sheets with Pabbly Chatflow. First, you will be asked to enter your Google Sheets URL. This URL acts as a bridge for the connection. Make sure you have the correct URL that points to the specific sheet you are working with.

Next, you need to specify the trigger column in your Google Sheets. This is usually the last column where updates will be made. For example, if column F contains the status updates, you will set that as your trigger column. Once you have entered all necessary details, click on the submit button to finalize the connection.

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4. Sending WhatsApp Messages Using Pabbly Chatflow

With the connection established, it’s time to set up the WhatsApp message template in Pabbly Chatflow. Navigate to the action step and select ‘Send Template Message’. You will need to create a new template or select an existing one.

• Name your template, for example, ‘Order Update’.
• Draft the message you want to send, including placeholders for customer names and order status.
• Preview the message to ensure it appears correctly.

After drafting your message, save the template. This template will then be used to send updates whenever a new order status is added to your Google Sheets.

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5. Testing and Verifying the Integration

After setting up the workflow, it’s crucial to test it to ensure everything works smoothly. Go back to your Google Sheets and add a new order status. For example, change the status of an order to ‘Delivered’. This action should trigger the workflow you created in Pabbly Chatflow.

Check your WhatsApp to see if the message was sent successfully. You should receive a message with the updated order status. This confirms that the integration between Google Sheets and Pabbly Chatflow is functioning as intended.

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, using Pabbly Chatflow to send order updates on WhatsApp from Google Sheets is a straightforward process. By following the steps outlined, you can automate your order notifications efficiently. This integration not only saves time but also keeps your customers informed about their order statuses seamlessly.

Learn how to create Airtable records automatically from Razorpay payments using Pabbly Connect in this step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

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1. Accessing Pabbly Connect for Razorpay and Airtable Integration

To create an Airtable record on Razorpay payment, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including Razorpay and Airtable.

Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and get 100 free tasks every month. Once logged in, navigate to the Pabbly Connect dashboard to begin creating your workflow.

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2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will appear asking for a name and folder selection.

• Name your workflow ‘Create Airtable Record on Razorpay Payment’.
• Select the folder where this workflow will be saved.
• Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will see two windows: one for the trigger and one for the action. The trigger captures the event (Razorpay payment), while the action will create a record in Airtable.

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3. Setting Up the Trigger for Razorpay Payment

Now it’s time to set up the trigger in Pabbly Connect. Select Razorpay as the trigger application and choose the event ‘Payment Captured’. This event will be triggered every time a payment is successfully made.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL and log into your Razorpay account. Navigate to the ‘Accounts and Settings’ section, then to the ‘Webhooks’ tab.

• Click on ‘Add New Webhook’.
• Paste the copied webhook URL.
• Set the action event to ‘Payment Captured’ and click on ‘Create Webhook’.

After successfully adding the webhook, return to Pabbly Connect to check if it is waiting for a webhook response. This setup ensures that every payment made through Razorpay will automatically trigger the workflow.

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4. Testing the Integration with Razorpay

To ensure that the integration between Razorpay and Pabbly Connect is working, perform a test payment. Log into your Razorpay account and use the payment page URL to initiate a test transaction.

Fill in the required details such as first name, last name, email, and address. Select a payment method and complete the transaction. Once the payment is successful, return to Pabbly Connect to see if the payment details have been captured in the trigger window.

Verify that the order ID, customer name, and payment amount are displayed correctly. This confirms that Razorpay is successfully integrated with Pabbly Connect.

After confirming the trigger response, you can proceed to set up the action step for creating an Airtable record.

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5. Creating an Airtable Record with Pabbly Connect

The final step is to create a record in Airtable using Pabbly Connect. For the action application, select Airtable and choose the action event ‘Create Record’. You will need to connect your Airtable account to Pabbly Connect.

Choose the base and table where you want to store the payment details. Map the fields from the Razorpay trigger response to the corresponding Airtable fields such as order ID, customer name, email, and address.

Select the base named ‘Payment Details’. Select the table named ‘All Payments’. Map all required fields from the Razorpay payment response.

Once all fields are mapped, test the action to ensure that a record is created in Airtable. Refresh your Airtable table to see the newly created record, confirming that the integration works seamlessly.

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Conclusion

In this tutorial, we demonstrated how to create an Airtable record on Razorpay payment using Pabbly Connect. This integration automates the process of capturing payment details, saving you time and effort. By following these steps, you can ensure your transaction records are always up-to-date and accurate.

Learn how to automate sending WhatsApp messages to IndiaMART leads using Pabbly Connect with this detailed 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. Introduction to Pabbly Connect for Automating WhatsApp Messages

Pabbly Connect is a powerful automation platform that allows you to integrate various applications seamlessly. In this tutorial, we will explore how to send WhatsApp messages to IndiaMART leads using Pabbly Connect. This integration helps automate the communication process, ensuring quick responses to potential customers.

To get started, you need to have an account with both IndiaMART and Pabbly Connect. This setup enables you to capture leads from IndiaMART and send automated messages via WhatsApp, enhancing customer engagement and improving conversion rates.

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2. Setting Up Pabbly Connect Workflow

First, log in to your Pabbly Connect account. Once logged in, navigate to the dashboard where you will create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something descriptive like ‘Send WhatsApp Message to IndiaMART Leads’.

Next, select a folder for your workflow. You can choose an existing folder or create a new one. After naming your workflow, click on the ‘Create’ button to proceed. This will set the foundation for the automation process.

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3. Trigger Setup with IndiaMART

Now, it’s time to set up the trigger for your workflow. Select IndiaMART as your trigger application and choose the event as ‘New Lead’. This configuration ensures that every time a new lead is generated on IndiaMART, it will trigger the workflow in Pabbly Connect.

Once you select the trigger event, you will receive a webhook URL. This URL is crucial as you will need to integrate it with your IndiaMART account. Follow these steps to complete the setup:

• Copy the webhook URL provided by Pabbly Connect.
• Log into your IndiaMART seller account.
• Navigate to the Lead Manager and select ‘Import/Export Leads’.
• Choose ‘Other’ as the source and paste the webhook URL in the designated field.

After completing these steps, save the details to finalize the trigger setup.

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4. Action Setup with WhatsApp

With the trigger established, the next step is to configure the action that sends WhatsApp messages. Select Pabbly Chatflow as your action application and choose the action event as ‘Send Template Message’. This action will send a pre-defined message to the leads captured from IndiaMART.

In this step, you will need to connect your Pabbly Chatflow account with Pabbly Connect. To do this, click on ‘Add New Connection’ and enter your API token from your Pabbly Chatflow account. After successfully connecting, map the recipient’s mobile number from the lead details. This mapping ensures that the right contact receives the message.

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5. Testing and Activating the Workflow

After setting up the action, it’s essential to test your workflow to ensure everything functions as intended. Generate a test lead in your IndiaMART account to trigger the webhook. Check the response in Pabbly Connect to confirm that the lead details are received properly.

Once you verify the test response, activate your workflow. This activation means that every time a new lead comes through IndiaMART, an automated WhatsApp message will be sent without any manual intervention. This automation significantly enhances your response time and improves customer satisfaction.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to IndiaMART leads. By setting up triggers and actions in Pabbly Connect, you can enhance your customer engagement and streamline communication effortlessly. Automating this process saves time and ensures that leads receive timely responses, ultimately boosting your conversion rates.

Learn how to use Pabbly Connect to automate creating or updating MailerLite subscribers with Zoho Forms submissions in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create or update MailerLite subscribers on Zoho Forms submission, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are new, you can sign up for free and get access to 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see all your workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. Make sure to name your workflow appropriately to reflect the function, such as ‘Create or Update MailerLite Subscribers on Zoho Forms Submission’.

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2. Setting Up the Trigger for Zoho Forms

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select Zoho Forms as your trigger application. Choose the trigger event, which is ‘New Form Submission’. This means that whenever a new form is submitted, it will trigger the workflow.

• Select the Zoho Forms account linked to Pabbly Connect.
• Choose the specific form you want to monitor for submissions.
• Click on the ‘Save’ button to confirm your trigger setup.

After saving, you will need to copy the webhook URL provided by Pabbly Connect. This URL will be used in your Zoho Forms settings to send submission data to Pabbly Connect.

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3. Configuring Zoho Forms to Send Data

Next, you need to configure your Zoho Forms to send data to Pabbly Connect. Login to your Zoho Forms account and find the form you selected earlier. Click on the settings and navigate to the Webhooks section.

• Paste the webhook URL from Pabbly Connect into the Webhook URL field.
• Ensure that the webhook is enabled to start sending data.
• Click on ‘Save’ to apply the changes.

With this setup, every time a new submission is made in Zoho Forms, the data will be sent to Pabbly Connect, triggering the next step in your workflow.

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4. Setting Up the Action to Update MailerLite

Now, it’s time to set up the action that will occur in MailerLite via Pabbly Connect. Choose MailerLite as the action application and select the action event as ‘Create or Update Subscriber’. This allows you to manage subscribers effectively based on the form submissions.

In the action setup, you will need to map the fields from your Zoho Forms submission to the corresponding fields in MailerLite. For instance, map the email address, name, and any other relevant information. This mapping ensures that the data is accurately transferred to MailerLite.

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5. Testing and Activating the Workflow

After completing the setup, you should test the workflow to ensure everything functions correctly with Pabbly Connect. Submit a test entry through your Zoho Form and check if the subscriber is created or updated in MailerLite.

Once the test is successful, activate your workflow. This means that from now on, every new submission in Zoho Forms will automatically create or update a subscriber in MailerLite without any manual work.

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, using Pabbly Connect to integrate Zoho Forms and MailerLite streamlines the process of managing your subscribers efficiently. This automation saves time and ensures that your email marketing efforts are always up to date with the latest subscriber information.

Learn how to integrate YouTube with Pabbly Connect seamlessly. This tutorial covers all steps to automate your workflows effectively. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for YouTube Integration

To start integrating YouTube with Pabbly Connect, first, you need to access the Pabbly Connect dashboard. Simply go to the Pabbly website and sign in to your account. If you are new, you can sign up for free and get started with 100 tasks monthly.

After signing in, navigate to the Pabbly Connect section. Here, you’ll find options to create new workflows. Click on the ‘Create New Workflow’ button, which will allow you to set up the integration between YouTube and other applications through Pabbly Connect.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will create a workflow to automate actions based on events in YouTube. Start by naming your workflow, for example, ‘YouTube Integration Workflow’. Next, you need to select the trigger application, which is YouTube in this case.

• Click on the ‘Choose App’ dropdown menu and select YouTube.
• Select the trigger event from the list, such as ‘New Video Uploaded’.
• Click on the ‘Connect’ button to link your YouTube account with Pabbly Connect.

Once connected, you can test the trigger to ensure that Pabbly Connect is receiving data from YouTube correctly. This step is crucial for the workflow to function as intended.

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3. Setting Up Actions in Pabbly Connect

After successfully setting up the trigger for YouTube, the next step is to define what happens when the trigger occurs. This is where you will set up actions that will be executed through Pabbly Connect.

• Choose the action application you want to connect with YouTube, such as Google Sheets or Email.
• Select the specific action event, like ‘Add Row’ for Google Sheets.
• Map the required fields from YouTube to the action application.

This mapping ensures that the data from YouTube is correctly sent to the chosen application. After mapping, test the action to verify that it works seamlessly with Pabbly Connect.

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4. Finalizing the Integration with Pabbly Connect

Once the actions are set up, it is time to finalize your integration. Review all the settings and ensure that everything is configured correctly. You can save your workflow and activate it to start automating your tasks.

Additionally, you can set up multiple actions in a single workflow. This flexibility allows you to automate various tasks simultaneously. For instance, you can create a new row in Google Sheets and send an email notification whenever a new video is uploaded on YouTube, all through Pabbly Connect.

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5. Testing and Troubleshooting Your YouTube Integration

Testing your integration is crucial to ensure everything works as expected. Use the ‘Test Workflow’ feature in Pabbly Connect to simulate the trigger and see if the actions execute correctly.

If you encounter any issues, check the connection settings and ensure that all required fields are mapped correctly. You can also review the logs in Pabbly Connect to diagnose any errors that may have occurred during the automation process.

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Conclusion

Integrating YouTube with Pabbly Connect allows you to automate various tasks efficiently. By following the steps outlined in this tutorial, you can set up a seamless workflow that enhances productivity and streamlines your processes.

Learn how to integrate Razorpay with Brevo using Pabbly Connect to automatically add or update contacts after payments. Follow this detailed tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Razorpay with Brevo using Pabbly Connect, first, open the Pabbly Connect website by searching for Pabbly.com/connect in your browser. This platform allows you to automate tasks without any coding knowledge. If you are a new user, you can sign up for free to explore the features.

After logging in, you will see various Pabbly applications. Click on the Pabbly Connect option to access your dashboard and begin creating your workflow. This is where you will set up the integration between Razorpay and Brevo.

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2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the button that says ‘Create Workflow’. You will be prompted to name your workflow. Choose a descriptive name like ‘Add or Update Brevo Contact on Razorpay Payment’ and select the appropriate folder to save it. using Pabbly Connect

• Click on ‘Create’ to open the workflow window.
• In this window, you will define your trigger and action.

Setting up this workflow is crucial because it will determine how Razorpay and Brevo interact. The trigger will be a payment captured in Razorpay, and the action will be to add or update a contact in Brevo. This setup ensures that every payment made through Razorpay reflects in your Brevo account automatically.

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3. Setting Up the Trigger for Razorpay Payments

Next, you need to set the trigger application. Search for and select Razorpay as your trigger application. After selecting Razorpay, choose the trigger event as ‘Payment Captured’. This event will start your workflow whenever a payment is successfully processed.

Once selected, Pabbly Connect will provide you with a webhook URL. Copy this URL, as you will need to set it up in your Razorpay account. This URL allows Razorpay to communicate with Pabbly Connect whenever a payment is made.

• Log in to your Razorpay account.
• Navigate to the ‘Webhooks’ section under settings.
• Add a new webhook using the URL you copied from Pabbly Connect.

By setting up this webhook, you are establishing a link between Razorpay and Pabbly Connect, ensuring that every payment captured triggers the workflow you created.

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4. Filtering Conditions for Specific Products

After setting up the trigger, the next step involves filtering the data to ensure that only relevant information is processed. In this case, you will want to filter by product amount. Using the Pabbly Connect filter option, specify that the workflow should only continue if the payment amount equals 550.

This step is essential to ensure that only payments for specific products are processed. If the payment does not meet this condition, the workflow will stop here.

Set the filter type as ‘Equals’. Enter the value as 550.

Once you set the filter, test the condition to confirm that it works correctly. This ensures that your workflow will only proceed when the specified conditions are met, maintaining the integrity of your data.

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5. Adding or Updating Brevo Contact

Now that the trigger and filter are set, it’s time to define the action step. Search for Brevo as your action application and select the action event as ‘Create or Update Contact’. This action will add a new contact or update an existing one based on the payment details received from Razorpay.

You will need to connect your Brevo account to Pabbly Connect. Enter your Brevo domain and API key to establish this connection. Once connected, map the fields from Razorpay to Brevo, ensuring that customer details like email, first name, and last name are correctly assigned.

Map the email address from Razorpay to Brevo. Ensure first and last names are also mapped correctly.

After completing the mapping, send a test request to confirm that the contact is created successfully in your Brevo account. This final step verifies that your integration works seamlessly, allowing for efficient communication with new customers.

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Conclusion

In this tutorial, we explored how to integrate Razorpay with Brevo using Pabbly Connect. This integration allows for automatic updates of customer contacts upon payment, enhancing your email marketing efforts. By following these steps, you can streamline your workflow and improve customer engagement.

Learn how to automate sending WhatsApp messages to Justdial leads using Pabbly Chatflow. Follow this step-by-step tutorial for seamless integration. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Integration

To begin sending WhatsApp messages to Justdial leads using Pabbly Chatflow, you first need to access the platform. Navigate to the Pabbly Chatflow homepage by typing the URL in your browser. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in. Once logged in, you can access the features of Pabbly Chatflow that will help automate your WhatsApp messaging process.

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2. Creating a Workflow in Pabbly Chatflow

After signing into Pabbly Chatflow, you need to create a new workflow for sending WhatsApp messages. Click on the ‘Create Workflow’ option, and a dialog box will appear asking for a name. Name your workflow something descriptive, like ‘Send WhatsApp Message to Justdial Leads Using Pabbly Chatflow’.

• Select a folder for your workflow, ideally one related to WhatsApp marketing.
• Click on ‘Create’ to finalize your workflow setup.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger will determine when the workflow starts, and the Action will define what happens as a result. Here, you will set Justdial as the trigger application and Pabbly Chatflow as the action application.

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3. Setting Up Trigger and Action in Pabbly Chatflow

In the workflow, select Justdial as your trigger application. The trigger event will be ‘New Leads’ since you want to send a WhatsApp message each time a new lead is captured through Justdial. This ensures that every new lead initiates the action of sending a WhatsApp message through Pabbly Chatflow.

Next, you will need to set up a connection between Justdial and Pabbly Chatflow. To do this, you will receive a webhook URL that must be configured in your Justdial account. Since Justdial does not allow direct input of the webhook URL in its user interface, you will need to contact your Justdial account manager to insert the URL for you.

• Copy the webhook URL provided by Pabbly Chatflow.
• Send the URL to your Justdial account manager for configuration.

Once the webhook is set up, you will be able to receive lead details in Pabbly Chatflow, which will allow you to send WhatsApp messages automatically.

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4. Sending WhatsApp Messages via Pabbly Chatflow

With the connection established, the next step is to set up the action in Pabbly Chatflow to send WhatsApp messages. Select Pabbly Chatflow as your action application and choose the action event ‘Send Template Message’. This is where you will define the content of the WhatsApp message that will be sent to new leads. using Pabbly Connect

To send a message, you need to configure several fields. First, you will enter the recipient’s mobile number, which should be dynamically mapped from the lead details received from Justdial. Additionally, select the template you want to use for the message. Ensure that the template is already approved in Pabbly Chatflow.

Map the recipient’s mobile number dynamically to ensure accurate message delivery. Select your approved WhatsApp message template for personalization.

After filling in the required fields, click on ‘Save and Send Test Request’ to send a test message. This will confirm that your setup is working correctly and that messages are being sent as expected.

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5. Managing Messages in Pabbly Chatflow

Once you have successfully sent a WhatsApp message to a Justdial lead, you can manage all your communications directly within Pabbly Chatflow. The platform features an inbox where you can view both sent and received messages. This makes it easy to track your interactions without switching between different applications.

In the inbox, you can see the status of sent messages, including whether they have been delivered or read. If a lead responds to your message, you will also see their reply in the inbox. This integrated approach helps streamline your communication process with leads captured through Justdial.

Monitor the delivery and read status of your WhatsApp messages. Engage with leads directly from the Pabbly Chatflow inbox.

Keep in mind that if leads do not respond within 24 hours, there are limitations on sending follow-up messages. This ensures compliance with WhatsApp’s messaging policies and prevents spamming.

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Conclusion

In this tutorial, we explored how to send WhatsApp messages to Justdial leads using Pabbly Chatflow. By following the outlined steps, you can automate your communication process and enhance lead engagement effectively. This integration not only saves time but also improves customer interaction through personalized messaging.

Learn how to seamlessly enroll users from Facebook Lead Ads into ThriveCart Learn with Pabbly Connect. Step-by-step guide for automation. 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 set up the integration between Facebook Lead Ads and ThriveCart Learn, you first need to access Pabbly Connect. This platform allows you to automate the enrollment of new leads generated through Facebook Lead Ads into your ThriveCart Learn account.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free to get started. Existing users can simply log in to their accounts. Once logged in, navigate to the dashboard to create a new workflow.

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2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Enroll ThriveCart Learn User for Facebook Lead Ads Lead’.
• Select the folder where you want to save this workflow, such as ‘Facebook Lead Ads Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This sets up your workflow, which consists of a trigger and an action.

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3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. Click on the trigger application and select ‘Facebook Lead Ads’. For the trigger event, choose ‘New Lead Instant’. This tells Pabbly Connect to capture new leads generated by your Facebook ads.

Next, click on the ‘Connect’ button to establish a connection. A window will prompt you to add a new connection. Ensure you are logged into your Facebook account to allow Pabbly Connect to access your lead ads.

• Select your Facebook page (e.g., ‘Spark Success Coaching’).
• Choose the lead generation form (e.g., ‘Course Registration Form’).

After selecting the appropriate page and form, toggle the simple response option on and click ‘Save and Send Test Request’ to ensure the connection is working correctly.

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4. Generating a Test Lead to Verify Connection

Once your trigger is set up, you need to verify that Pabbly Connect captures leads correctly. Use the Facebook Lead Ads testing tool to generate a test lead. Select your page and form, then click on the ‘Preview Form’ button.

Fill in the dummy details for the test lead, including first name, last name, email, phone number, city, and postal code. After entering the details, click on the ‘Continue’ button and then submit the form.

First Name: ‘Smart’ Last Name: ‘Account5’ Email: ‘[email protected]’

Once the test lead is generated, return to your workflow in Pabbly Connect to check if the lead details have been captured successfully.

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5. Setting Up the Action to Enroll Users in ThriveCart Learn

After confirming that the trigger works, it’s time to set up the action step. Select ‘ThriveCart Learn’ as the action application and choose ‘Create New Student’ as the action event. Click on the ‘Connect’ button to establish a connection with your ThriveCart account.

To connect, you will need to enter an API key from your ThriveCart Learn account. Navigate to the API and Webhooks section in ThriveCart to generate a new API key. Name it appropriately (e.g., ‘New Student Created’) and copy the key to paste it into Pabbly Connect.

Map the student’s email address from the previous step. Input the course ID for the course you want to enroll the student in.

Once you have filled in all necessary fields, click on ‘Save and Send Test Request’ to finalize the enrollment process. Check your ThriveCart Learn account to see if the new student has been added successfully.

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Conclusion

By following these steps, you can effectively automate the enrollment of new leads from Facebook Lead Ads into your ThriveCart Learn account using Pabbly Connect. This integration streamlines the process, ensuring that interested students gain immediate access to your courses.

Learn how to automate the creation of Brevo contacts from Facebook Lead Ads 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 begin the integration process using Pabbly Connect, first, visit the official Pabbly website. If you are a new user, you can sign up for a free account and receive 100 free tasks every month. Existing users can simply log in to their Pabbly Connect account.

Once logged in, you will see the Pabbly Apps window. Click on the Pabbly Connect option to access the dashboard where you can create a new workflow. This is the starting point for automating the process of creating Brevo contacts from Facebook Lead Ads.

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Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow for automating the contact creation process. Click on the Create Workflow button located in the top right corner of the dashboard. You will then be prompted to name your workflow; for this integration, name it ‘Create Brevo Contact from Facebook Lead Ads Lead’.

After naming your workflow, select a folder to save it in. For this tutorial, choose the folder labeled ‘Facebook Lead Ads Automations’. Click the Create button to finalize the workflow creation. Your new workflow will now have two main sections: Trigger and Action.

• Click on the Create Workflow button.
• Name your workflow appropriately.
• Select the folder for organization.

With the workflow created, you are now ready to set up the trigger and action steps crucial for this automation.

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Setting Up the Trigger in Pabbly Connect

The trigger in Pabbly Connect is essential as it initiates the workflow. To set this up, select ‘Facebook Lead Ads’ as your trigger application. Then, for the trigger event, choose ‘New Lead Instant’. This means every time a new lead is generated through your Facebook ads, the workflow will activate.

Next, click on the Connect button to establish a connection with Facebook Lead Ads. You will need to log in to your Facebook account in a new tab to authorize the connection. Once logged in, authorize Pabbly Connect to access your Facebook Lead Ads data.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Log in to Facebook to authorize the connection.

After successful authorization, select your Facebook page and the lead generation form you created. This setup ensures that every new lead captured will trigger the workflow, allowing for seamless data integration into Brevo.

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Setting Up the Action in Pabbly Connect

Now that the trigger is configured, it’s time to set up the action step in Pabbly Connect. For the action application, select ‘Brevo’ and choose the action event ‘Create or Update Contact’. This action will create a new contact in your Brevo account every time a new lead is generated.

Click the Connect button to link your Brevo account with Pabbly Connect. You will need to provide your API key, which can be generated from your Brevo account. After entering the domain and API key, click Save to establish the connection.

Select ‘Brevo’ as the action application. Choose ‘Create or Update Contact’ as the action event. Enter the API key from your Brevo account.

Once the connection is established, you will need to map the data fields from the Facebook lead to the Brevo contact fields. This mapping ensures that all relevant lead information is correctly transferred to Brevo.

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Testing the Integration in Pabbly Connect

After setting up both the trigger and action in Pabbly Connect, it’s crucial to test the integration to ensure everything works smoothly. To do this, generate a test lead using the Facebook Lead Ads tool. Fill in the required lead details and submit the form.

Once the test lead is generated, return to your Pabbly Connect workflow and check if the lead data has been captured successfully. If the test lead appears in the response section, it confirms that the connection between Facebook Lead Ads and Brevo is functioning correctly.

Now, check your Brevo account to see if the new contact has been created. This step verifies that the entire automation process, from lead generation on Facebook to contact creation in Brevo, is successfully executed.

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Conclusion

In this tutorial, we learned how to automate the creation of Brevo contacts from Facebook Lead Ads using Pabbly Connect. By following the steps outlined, you can streamline your lead management process, ensuring that every new lead is captured and added to your Brevo account automatically.

This integration not only saves time but also enhances your ability to engage with potential clients effectively. With Pabbly Connect, you can automate various workflows, making your digital marketing efforts more efficient.