Author: Rajpal Tomar

Learn to automate the creation or updating of Keap contacts from FlexiFunnels purchases using Pabbly Connect with this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for Integration

To start automating the creation or updating of Keap contacts on FlexiFunnels purchases, you first need to access Pabbly Connect. This platform allows seamless integration between various applications, including FlexiFunnels and Keap.

Begin by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks every month. Once logged in, navigate to the Pabbly Connect dashboard where all applications are displayed.

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Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that will automate the process of creating or updating Keap contacts. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. using Pabbly Connect

A dialog box will appear prompting you to name your workflow. Enter ‘Create or Update Keap Contact on FlexiFunnels Purchase’ and select a folder to save this workflow. For example, you can choose the ‘Keap Automations’ folder. Click the ‘Create’ button to proceed.

• Name your workflow appropriately.
• Select the desired folder for organization.
• Finalize by clicking the ‘Create’ button.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger section captures the event, while the Action section defines what happens as a result.

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Setting Up Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow. Select ‘FlexiFunnels’ as the trigger application and ‘New Purchase’ as the trigger event. This setup allows Pabbly Connect to capture whenever a student makes a purchase through FlexiFunnels.

After selecting the trigger application and event, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting FlexiFunnels to Pabbly Connect. Copy this URL and log into your FlexiFunnels account.

• Navigate to the products page in FlexiFunnels.
• Select the product you want to connect.
• Set rules to connect the product to the webhook.

After saving the webhook settings in FlexiFunnels, return to Pabbly Connect and check if the webhook response is captured successfully. This indicates that the connection is established correctly.

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Setting Up Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action. Select ‘Keap’ as the action application and ‘Create/Update Contact’ as the action event. This allows Pabbly Connect to create or update a contact in Keap whenever a purchase is made in FlexiFunnels.

Click on the ‘Connect’ button to authorize the connection between Pabbly Connect and Keap. You will be prompted to allow permissions for the integration. After authorizing, you need to map data from the trigger step to the action step.

Map the student’s email, first name, and last name from the previous response. Ensure to map the address, city, state, and ZIP code correctly. Once all fields are mapped, click ‘Save and Send Test Request’ to finalize the setup.

After sending the test request, you should receive a positive response indicating that the contact has been successfully created or updated in Keap. Refresh your Keap account to verify the new contact has been added.

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Conclusion

In this tutorial, we demonstrated how to automate the creation or updating of Keap contacts using Pabbly Connect when a purchase is made on FlexiFunnels. This integration streamlines your workflow, ensuring your contact list is always updated without manual effort.

Using Pabbly Connect, you can efficiently manage your student data and enhance your CRM capabilities. Automating this process saves time and improves communication with your students.

Learn how to enroll Zenler users on Instamojo Sale using Pabbly Connect. This step-by-step tutorial covers integration, automation, and essential features. 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 process of enrolling Zenler users on Instamojo Sale, you first need to access Pabbly Connect. This integration platform allows you to automate workflows between Instamojo and Zenler seamlessly.

Begin by visiting the Pabbly Connect website. If you’re a new user, sign up for a free account to receive 100 free tasks each month. Existing users can simply log in to their accounts to access the dashboard and start creating workflows.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button located at the top right corner. This will prompt you to name your workflow.

• Name your workflow as ‘Enroll Zenler User on Instamojo Sale’.
• Select a folder to save your workflow, such as ‘Instamojo Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

This action will open two windows on your screen: one for the trigger and another for the action. Understanding these components is essential for effectively automating your process.

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3. Setting Up Trigger in Pabbly Connect

In this section, you will set up the trigger for your automation. Select Pabbly Connect as the trigger application and choose ‘Instamojo V1’ as the trigger event, specifically ‘New Sale’. This means that every time a new sale is made on Instamojo, this trigger will activate.

Pabbly Connect will generate a unique webhook URL that you need to copy. Log into your Instamojo account and navigate to your Smart Pages section. Here, you will connect your Smart Page to Pabbly Connect by adding the webhook URL.

• Open your Smart Page and go to the edit settings.
• In the Page Settings, toggle on the webhook option and paste the copied URL.
• Select ‘Successful Payments’ as the information to be sent.

After saving these settings, return to Pabbly Connect and test the connection by making a test payment through your Smart Page.

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4. Setting Up Action in Pabbly Connect

With the trigger set, the next step is to configure the action. In this case, you will select Zenler as the action application and choose ‘Add New User’ as the action event. This will allow you to create a new user in your Zenler account whenever a sale occurs. using Pabbly Connect

For the connection, you will need to provide the API key from your Zenler account. Navigate to your Zenler account to find your school name within the URL. Copy this and paste it into Pabbly Connect, along with the API key obtained from the Zenler help desk.

Map the student data from the previous step, including first name, last name, email, and phone number. Set the role as ‘Student’ and define a default password. Click ‘Save and Send Test Request’ to create the user in Zenler.

Once the user is created, you will receive a confirmation message indicating the success of the operation.

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5. Enrolling User in Zenler Course

After successfully creating the user, the final step is to enroll them in the course they purchased. For this, add another action step and select Zenler again, this time choosing ‘Enroll User to a Course’ as the action event.

Here, you will need to specify the course ID and the plan ID for the course the student purchased. You can find these IDs in your Zenler account by navigating to the course settings and checking the pricing section.

Map the user’s email, first name, and last name to the respective fields. Click ‘Save and Test Request’ to complete the enrollment process. Check your Zenler dashboard to confirm the new student appears in the course.

With this integration via Pabbly Connect, you have successfully automated the enrollment of Zenler users based on Instamojo sales, saving time and effort.

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Conclusion

This tutorial has guided you through using Pabbly Connect to automate the enrollment of Zenler users from Instamojo sales. By following these steps, you can streamline your online course management effectively.

Learn how to integrate YouTube with Google Contacts using Pabbly Connect for seamless automation. Follow this step-by-step tutorial for effective contact management. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating YouTube with Google Contacts, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you’re new, you can sign up for free to explore the features available.

After logging in, navigate to the dashboard. Here, you will find various Pabbly applications. Click on Pabbly Connect to access the integration platform, where you will create a new workflow for your automation.

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2. Creating a New Workflow in Pabbly Connect

In this section, you will set up a new workflow to automate the process between YouTube and Google Contacts. Click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder for organization.

• Name the workflow as ‘YouTube to Google Contacts’.
• Select the folder named ‘Automations’.

Once named, click on ‘Create’. This action will open the workflow window where you will define the trigger and action for the integration. Remember, in Pabbly Connect, triggers initiate the workflow while actions are the tasks performed as a result.

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3. Setting Up the Trigger for YouTube Integration

For the integration to work, you need to define a trigger. Select YouTube as your trigger application in Pabbly Connect. You will then choose the trigger event, which is typically a new video uploaded or a specific action taken on YouTube.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is essential as it will be used to connect your YouTube account with the workflow. Copy this URL and follow the instructions to set it up in your YouTube account settings.

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4. Adding Action to Create or Update Google Contacts

Next, you will add an action step to your workflow. Choose Google Contacts as the action application in Pabbly Connect. The action event you will select is either to create a new contact or update an existing one based on the data received from YouTube.

• Select ‘Search Contact’ as the action event.
• Map the email address or name from the YouTube trigger to search for the contact.

Once the mapping is complete, you can proceed to test the workflow. This will check if the integration works correctly, ensuring that whenever a new video is uploaded, the relevant contact information is updated in Google Contacts.

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5. Finalizing Your Workflow and Testing

After setting up your actions, review the entire workflow for any necessary adjustments. Ensure that the trigger from YouTube correctly leads to the action of updating Google Contacts. Once satisfied, publish your workflow in Pabbly Connect.

Finally, perform a test submission to confirm that the workflow operates as intended. This step ensures that your Google Contacts are updated seamlessly whenever an action occurs on YouTube, streamlining your contact management process.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to integrate YouTube with Google Contacts effectively. By following these steps, you can automate your contact management and ensure your information stays current.

Learn how to automate the creation of Flowlu contacts from Gravity Forms submissions using Pabbly Connect in this detailed, step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To create a Flowlu contact from Gravity Forms submission, we start by accessing Pabbly Connect. This platform enables seamless integration between various applications, including Gravity Forms and Flowlu.

Log into your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks every month. Once logged in, navigate to the dashboard where you will see various Pabbly products. Select Pabbly Connect by clicking on the ‘Access Now’ button.

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2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button in the top right corner of your dashboard. You will be prompted to enter a workflow name and select a folder to save it.

• Enter the name: ‘Create Flowlu Contact on Gravity Form Submission’.
• Select the folder: Choose ‘Gravity Forms Automation’ from the dropdown.

Once you’ve named your workflow and selected the folder, click the ‘Create’ button. This action will initiate the workflow setup where you will define the trigger and action.

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3. Setting Up the Trigger with Gravity Forms

In this section, we will set up the trigger for our workflow using Pabbly Connect. Select ‘Gravity Forms’ as your trigger application. For the trigger event, choose ‘New Response’ to capture the form submission data.

After selecting the trigger, Pabbly Connect will provide a unique webhook URL. Copy this URL as it will be used to connect Gravity Forms to Pabbly Connect. Log into your Gravity Forms account, open the form you created, and navigate to the settings.

• Select ‘Webhooks’ from the settings dropdown.
• Click ‘Add New’ to create a new webhook.
• Name the webhook: ‘New Form Submission’.
• Paste the webhook URL and set the request method to ‘POST’.

After saving the webhook, return to Pabbly Connect to test the connection.

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4. Testing the Connection between Gravity Forms and Pabbly Connect

To ensure the integration is working, perform a test submission of your Gravity Forms. Fill out the form with sample data. Once submitted, Pabbly Connect will capture the response from the form.

Check the workflow in Pabbly Connect to see the captured data. You should see the details such as first name, last name, address, and email captured successfully. This confirms that Gravity Forms is connected to Pabbly Connect.

If the data is visible in the trigger step, proceed to set up the action step to create a contact in Flowlu.

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5. Creating a Contact in Flowlu

Now that the trigger is set up, we need to create a contact in Flowlu using the data captured by Pabbly Connect. Select ‘Flowlu’ as your action application and choose ‘Create CRM Account Contact’ as the action event.

Click on the ‘Connect’ button to establish a connection with Flowlu. You will need to enter your Flowlu API key and account URL. Follow the steps provided in Pabbly Connect to retrieve this information from your Flowlu account.

Log into Flowlu and go to ‘Profile’ > ‘Portal Settings’. Navigate to ‘API Settings’ and click ‘Add’ to generate a new API key. Copy the API key and account URL, and paste them into Pabbly Connect.

Once the connection is established, map the fields from the Gravity Forms response to create a new contact in Flowlu. Ensure all required fields are filled out correctly, then save and send the test request.

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Conclusion

In this tutorial, we covered how to automate the creation of Flowlu contacts from Gravity Forms submissions using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and improve efficiency. This integration allows you to capture leads seamlessly and manage them effectively within Flowlu.

Learn how to automate sending emails using Zoho Mail and adding details to Google Sheets on Cashfree Payments with Pabbly Connect in this detailed tutorial.

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Accessing Pabbly Connect for Email and Google Sheets Integration

To start automating your workflow, access Pabbly Connect by visiting the official website. This platform allows you to integrate various applications seamlessly, including Cashfree Payments, Zoho Mail, and Google Sheets. If you are a new user, sign up for a free account, which gives you 100 free tasks each month to explore its features.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Send Email Using Zoho Mail and Add Details in Google Sheets on Cashfree Payments’. Select the relevant folder for better organization. After creating the workflow, you will see a blank screen with two sections: Trigger and Action.

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Setting Up Trigger with Cashfree Payments in Pabbly Connect

The first step in your workflow is to set up the trigger using Cashfree Payments. Choose Cashfree as your trigger application in Pabbly Connect. You will then need to select the trigger event, which is the specific event in Cashfree that will initiate your workflow. In this case, select ‘Payment via Form’ to capture successful payments made through your forms.

• Select Cashfree as the trigger application.
• Choose the event ‘Payment via Form’.
• Copy the provided webhook URL to integrate with Cashfree.

Next, navigate to your Cashfree account and go to the ‘Webhooks’ section under the ‘Products’ tab. Here, you will paste the webhook URL to link Cashfree with Pabbly Connect. This integration allows Pabbly to receive payment notifications automatically whenever a customer makes a purchase through your form.

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Sending Email Using Zoho Mail Through Pabbly Connect

After setting up the trigger, the next step is to configure the action to send an email using Zoho Mail. In Pabbly Connect, choose Zoho Mail as your action application. Select the action event as ‘Send Email’. Ensure that you are logged into your Zoho Mail account to facilitate a smoother connection setup.

To create a new connection, enter your Zoho Mail domain name. Once connected, you will need to fill in the details for the email you wish to send, including:

• Recipient email address (mapped from Cashfree response).
• From name and email address.
• Subject and body of the email.

Utilize the mapping feature in Pabbly Connect to dynamically insert customer details into the email body. This ensures that each email sent contains the correct information for the respective customer, making your communication personalized and efficient.

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Recording Order Details in Google Sheets Using Pabbly Connect

The final step involves recording the order details in Google Sheets. In Pabbly Connect, add a new action step and select Google Sheets as the application. Choose ‘Add New Row’ as the action event to create a new entry for each order received through Cashfree.

Connect your Google Sheets account to Pabbly Connect and map the necessary fields from the Cashfree response into the corresponding columns in your Google Sheet. This includes:

Order ID Customer Name Email Address Phone Number

Once the mapping is complete, every successful payment will automatically add a new row in your Google Sheets, keeping your records organized and up-to-date. This integration streamlines your workflow, allowing you to focus on growing your e-commerce business while Pabbly Connect handles the repetitive tasks.

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Conclusion

In this tutorial, we explored how to automate sending emails using Zoho Mail and recording order details in Google Sheets on Cashfree Payments via Pabbly Connect. This integration not only saves time but also enhances your order management process efficiently.

Learn how to automate the process of creating LiveWebinar registrants from Typeform submissions using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start automating the creation of LiveWebinar registrants from Typeform submissions, you must first access Pabbly Connect. This platform allows you to integrate various applications seamlessly without coding. Visit the Pabbly Connect homepage by typing the URL in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button. Existing users can simply log in. This step is crucial as it allows you to begin creating your automation workflows.

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2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to the dashboard of Pabbly Connect. Here, you can see all your existing workflows. To create a new workflow for the Typeform and LiveWebinar integration, click on the ‘Create Workflow’ option.

• Enter a name for your workflow, such as ‘Create Live Webinar Registrant on Typeform Submission.’
• Select a folder for organizing your workflows.
• Click on ‘Create’ to finalize the setup.

Once the workflow is created, you will see a blank canvas where you can set up triggers and actions. The trigger will initiate the workflow, while the action will define what happens next. In this case, the trigger will be a Typeform submission.

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3. Setting Up the Trigger with Typeform

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select Typeform as your trigger application. The event you want to capture is a new entry, indicating that a form has been submitted.

Click on ‘Connect’ to establish the connection between Typeform and Pabbly Connect. You will have the option to add a new connection or select an existing one. If you are creating a new connection, you will need to log into your Typeform account and authorize Pabbly Connect to access your forms.

• Choose the specific registration form you wish to connect.
• Click on ‘Save and Send Test Request’ to check if the connection is successful.

After submitting the form, Pabbly Connect will capture the response, which includes all the details provided by the registrant. This step is essential for ensuring that the data flows correctly into the next stage of your workflow.

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4. Creating a Registrant in LiveWebinar

Now that the trigger is set, it’s time to set up the action to create a registrant in LiveWebinar using Pabbly Connect. Choose LiveWebinar as your action application and select the action event as ‘Create Webinar Registrant.’

Click on ‘Connect’ to establish the connection between LiveWebinar and Pabbly Connect. Similar to the previous step, you will need to authorize Pabbly Connect to access your LiveWebinar account. Once authorized, you can start mapping the required fields for the registrant details.

Map the registrant’s name, email, and any other relevant information. Select the webinar you want to enroll the registrant into, ensuring it has registration enabled. Click on ‘Save and Send Test Request’ to create the registrant.

With this, you have successfully set up the action to create a registrant in LiveWebinar. You can verify the addition by checking the attendees list in your LiveWebinar account.

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5. Testing the Integration for Success

To ensure that your automation is working correctly, you should test the integration using Pabbly Connect. Submit a test entry through your Typeform registration form to see if the registrant is added to LiveWebinar.

After submitting the form, go back to LiveWebinar and refresh the attendees’ section. You should see the new registrant listed there. This confirms that the workflow is functioning as intended, automatically adding registrants to your webinars whenever a new Typeform submission is made.

This automation saves time and ensures that no potential participants are missed. By using Pabbly Connect, you can easily manage registrations and focus on delivering great webinars.

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Conclusion

In this tutorial, we explored how to create LiveWebinar registrants automatically from Typeform submissions using Pabbly Connect. This integration streamlines the registration process, allowing you to focus on your webinars while Pabbly Connect handles the automation.

Learn how to automate article generation using Pabbly Connect with Google Sheets and ChatGPT. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Automation

To begin using Pabbly Connect, first, create a free account on the Pabbly dashboard. Once logged in, you can set up your automation workflow. This tutorial will guide you through integrating Google Sheets with ChatGPT and Google Docs using Pabbly Connect.

After creating your account, navigate to the dashboard and click on the ‘Create Workflow’ button. Choose a name for your workflow, such as ‘Google Sheets to ChatGPT to Google Docs.’ This naming convention helps you identify the purpose of the automation easily.

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2. Triggering Automation with Google Sheets

For the first step in your automation using Pabbly Connect, you need to set Google Sheets as the trigger app. This allows you to capture new topics as they are added to your spreadsheet. Select ‘Google Sheets’ from the app options and choose the trigger event as ‘New or Updated Spreadsheet Row’.

• Select your Google Sheets account.
• Choose the specific spreadsheet and the worksheet.
• Copy the webhook URL provided by Pabbly Connect.

Next, add this webhook URL to your Google Sheets by going to Extensions > Add-ons > Get Add-ons. Search for the Pabbly Connect Webhooks add-on, install it, and refresh your Google Sheets. Then, go to Extensions > Pabbly Connect Webhooks > Initial Setup to configure the webhook.

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3. Sending Data to ChatGPT for Article Generation

Once your Google Sheets is set up, the next step is to send the topic to ChatGPT using Pabbly Connect. In the action step, search for ChatGPT and select it as the action app. Choose the action event as ‘Ask ChatGPT’ to generate an article based on the topic.

Connect your OpenAI account by entering your API key. You can obtain this key from your OpenAI account settings. After connecting, set the prompt to instruct ChatGPT on the type of article you want. For instance, you might input, ‘Write an engaging article on the topic I am adding below.’ Here, you’ll map the topic from your Google Sheets to the ChatGPT prompt.

• Select the AI model (e.g., GPT-4).
• Map the topic from Google Sheets to the prompt field.
• Save and send a test request to ensure data is received correctly.

This process allows you to utilize ChatGPT’s capabilities to generate content based on the topics you input in Google Sheets.

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4. Creating Google Docs with Generated Content

After generating the article content with ChatGPT, the next step in your Pabbly Connect workflow is to create a new Google Doc. For this, select Google Docs as the action app and choose the action event ‘Create Document from Template’. Connect your Google Docs account by signing in and selecting the document template you want to use.

In this step, you will map the title and content generated by ChatGPT into the respective fields of your Google Docs template. Set the new document’s name to the title generated by ChatGPT and choose the folder in Google Drive where the document should be saved. Make sure to map the title and content fields correctly to ensure accurate document creation.

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5. Testing the Automation Workflow

To finalize your automation setup using Pabbly Connect, test the workflow by adding a new topic to your Google Sheets. Once you input a new topic, the automation should trigger, sending the data to ChatGPT and subsequently creating a Google Doc with the generated article.

Check your specified Google Drive folder to see if the new document has been created successfully. This testing phase ensures that your automation setup is functioning as intended. If everything is working correctly, you will see the article generated based on the topic you entered in Google Sheets.

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Conclusion

This tutorial demonstrated how to automate article generation using Pabbly Connect with Google Sheets and ChatGPT. By following these steps, you can streamline your content creation process and enhance productivity.

Learn how to automate Wave invoice creation on Contact Form 7 submission using Pabbly Connect. Step-by-step guide for seamless integration. 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 create a Wave invoice on Contact Form 7 submission, the first step is accessing Pabbly Connect. This powerful integration platform allows you to automate tasks without any coding skills. Start by visiting the Pabbly Connect homepage and either sign in or create a new account.

Once logged in, you can explore the dashboard where all your workflows are listed. To create a new workflow, click on the ‘Create Workflow’ button. Here, you will name your workflow, for instance, ‘Create Wave Invoice on Contact Form 7 Submission’ and organize it in a relevant folder for easy access.

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2. Setting Up the Trigger for Contact Form 7

The next step is to set up the trigger for your workflow. In this case, the trigger will be a new submission from Contact Form 7. Select Contact Form 7 as your trigger application in Pabbly Connect and choose the event ‘New Form Submission’. This action will initiate the workflow whenever a new form is submitted.

• Select ‘Contact Form 7’ as the trigger application.
• Choose the ‘New Form Submission’ event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, navigate to your WordPress site where Contact Form 7 is installed. Go to the form you wish to connect, select the ‘Webhook’ option, and paste the copied URL into the appropriate field. Save the changes, and this will link your form to Pabbly Connect.

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3. Testing the Webhook Response

After setting up the Webhook, it’s essential to test the connection. Submit a test entry through your Contact Form 7 to ensure that the data is captured correctly by Pabbly Connect. This will confirm that your integration is functioning as expected.

Once the form is submitted, return to Pabbly Connect to check for a successful response. You should see the details you entered in the form, such as name, email, and course selection. This indicates that the data flow from Contact Form 7 to Pabbly Connect is working properly.

• Submit the form with dummy data.
• Check Pabbly Connect for the captured response.
• Ensure all fields are populated correctly.

Once you confirm the data is coming through, you can proceed to set up the action step to create an invoice in Wave.

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4. Creating an Invoice in Wave

The next step in the workflow is to create an invoice in Wave using the data captured from Contact Form 7. In Pabbly Connect, select Wave as your action application and choose the action event ‘Create Invoice’. This will allow you to generate an invoice automatically based on the form submission.

In this step, you will map the required fields such as customer ID, product ID, and other invoice details. Ensure that you have the customer information ready, as the invoice cannot be created for a non-existing customer in Wave. If the customer does not exist, you will need to create them first before generating the invoice.

Select ‘Wave’ as the action application. Choose ‘Create Invoice’ as the action event. Map the necessary fields from the previous response.

After mapping the fields, click on ‘Save and Send Test Request’ to create the invoice. You should see a confirmation that the invoice was successfully created in your Wave account.

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5. Handling New Customers in Wave

For new customers who are not already in Wave, you will need to create them before generating the invoice. In Pabbly Connect, set up a conditional router to check if the customer exists. If not, use the ‘Create Customer’ action in Wave to add them first.

This step ensures that every new submission from Contact Form 7 results in a valid invoice creation process. You will map the customer’s name, email, and other relevant details into the customer creation step in Wave.

Set up a router in Pabbly Connect to check customer existence. Select ‘Create Customer’ in Wave if the customer does not exist. Map customer details from the form submission.

After creating the customer, proceed to create the invoice as previously described. This dual-step process ensures that all customers are accounted for before invoicing.

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Conclusion

In conclusion, by using Pabbly Connect, you can seamlessly automate the creation of Wave invoices upon Contact Form 7 submissions. This integration not only saves time but also enhances your business efficiency by managing finances effectively.

With the steps outlined in this tutorial, you can set up your workflow in under 30 minutes, ensuring that every inquiry is followed up with a proper invoice. Automate your process today and focus more on your business growth!

Learn how to integrate Instamojo with MailerLite using Pabbly Connect to automate subscriber updates with every sale. Step-by-step guide provided. 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 create or update a MailerLite subscriber using Pabbly Connect, start by accessing the Pabbly Connect platform. This integration allows you to automate the process of adding new subscribers whenever a sale occurs on Instamojo. using Pabbly Connect

Visit the Pabbly Connect homepage and sign in. If you are a new user, you can sign up for a free account, which provides you with 300 tasks each month. Once logged in, you will see the dashboard where you can create workflows to integrate various applications.

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2. Creating a Workflow in Pabbly Connect

To set up the integration, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Create or Update MailerLite Subscriber on Instamojo Sale’. using Pabbly Connect

• Click on the ‘Create’ button to initiate the workflow.
• Select ‘Instamojo’ as your trigger application.
• Choose ‘New Sale’ as the trigger event.

After setting up the trigger, Pabbly Connect will generate a webhook URL. This URL is essential for connecting your Instamojo account to Pabbly Connect, allowing it to capture new sale events automatically.

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3. Configuring the Instamojo Webhook

Once you have the webhook URL from Pabbly Connect, log into your Instamojo account. Navigate to the smart pages section and select the payment page you want to configure. Click the three dots next to the page and choose ‘Edit Page’. using Pabbly Connect

In the edit window, go to ‘Page Settings’ and select ‘Webhook’. Here, remove any existing webhook URLs and paste the new one generated by Pabbly Connect. Make sure to set the information to be sent to include only successful payments.

• Save the changes in your Instamojo account.
• Go back to Pabbly Connect and click on ‘Test Webhook’ to confirm the connection.

This step ensures that every new sale triggers the webhook, sending the customer’s details directly to Pabbly Connect.

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4. Connecting MailerLite to Pabbly Connect

After successfully configuring the Instamojo webhook, it’s time to set up MailerLite as the action application in your workflow. In Pabbly Connect, select ‘MailerLite’ as the action application and choose ‘Create or Update Subscriber’ as the action event. using Pabbly Connect

To connect MailerLite, you will need an API token. Log into your MailerLite account, navigate to the ‘Integrations’ section, and generate a new API token. Copy this token and return to Pabbly Connect, where you will paste it to establish the connection.

Map the subscriber email from the Instamojo trigger to the MailerLite action. Set the subscriber status to active. Leave optional fields blank or fill them as needed.

This mapping allows Pabbly Connect to automatically add or update subscriber details in MailerLite whenever a sale occurs on Instamojo.

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5. Testing the Integration

To ensure everything is working correctly, perform a test transaction on your Instamojo payment page. Enter dummy customer details and complete the payment process. Once the payment is successful, Pabbly Connect should capture the webhook response. using Pabbly Connect

After completing the test, check your MailerLite account to confirm that the new subscriber has been created or updated successfully. You should see the subscriber’s details, including the email and other optional information you mapped earlier.

This testing phase is crucial as it verifies that your integration between Instamojo and MailerLite via Pabbly Connect is functioning as intended. If everything is set up correctly, you will see new subscribers being added automatically with each sale.

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Conclusion

In this tutorial, we explored how to create or update MailerLite subscribers automatically using Pabbly Connect when a sale occurs on Instamojo. By following these steps, you can efficiently manage your email list and enhance customer engagement without manual effort.

Learn how to automate Xero invoices on Typeform submissions with Pabbly Connect. This step-by-step tutorial guides you through the integration process. 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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Accessing Pabbly Connect for Integration

To start automating your invoicing process, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect landing page by searching for it in your browser.

On the landing page, you will find 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 get started with 100 free tasks every month. Existing users can simply click on ‘Sign In’ to access their accounts.

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Creating a Workflow in Pabbly Connect

Upon logging into Pabbly Connect, you will be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for it.

For this integration, name your workflow ‘How to Create Xero Invoice on Typeform Submission’ and select the folder named ‘Automations’. After that, click on the ‘Create’ button to proceed to the workflow setup window.

• Select Typeform as your trigger application.
• Choose the trigger event as ‘New Entry’.
• Connect your Typeform account to Pabbly Connect.

After completing these steps, you will have successfully set up the trigger for your workflow.

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Setting Up Typeform Trigger in Pabbly Connect

Now that you have established your workflow in Pabbly Connect, it’s time to set up the Typeform trigger. Select the Typeform application and the ‘New Entry’ trigger event. Click on ‘Connect’ to link your Typeform account.

If you haven’t connected your Typeform account yet, click on ‘Add a New Connection’ and then the ‘Connect with Typeform’ button. Grant the necessary permissions to Pabbly Connect to access your Typeform data.

• Select the specific form you want to use for this automation.
• Fill out the test submission form to capture data.
• Ensure the test submission is successful to proceed.

Once the test submission is complete, Pabbly Connect will capture the response, allowing you to use this data in the next steps.

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Creating Xero Invoice Using Pabbly Connect

With the Typeform trigger set up, the next step is to create an invoice in Xero. In your Pabbly Connect workflow, search for and select Xero as the action application. Choose the action event ‘Create Invoice’ and click on ‘Connect’. using Pabbly Connect

Similar to the Typeform connection, if you haven’t connected your Xero account, click on ‘Add a New Connection’ and then the ‘Connect with Xero’ button. Authorize Pabbly Connect to access your Xero account by granting the required permissions.

Select the organization for which you want to create the invoice. Map the fields such as contact name, email, and due date from the Typeform submission. Fill in the invoice details like line items and amounts.

Once all fields are mapped correctly, click on the ‘Send Test Request’ button to create the invoice in Xero. Verify the invoice in your Xero account to ensure that the integration works as intended.

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Conclusion

In this tutorial, we explored how to automate the creation of Xero invoices on Typeform submissions using Pabbly Connect. This integration streamlines the invoicing process and eliminates manual data entry, enhancing efficiency in your business operations.

By following these steps, you can ensure that every inquiry from your Typeform automatically generates an invoice in Xero, saving you time and effort. Start using Pabbly Connect today to simplify your workflow!