Author: Rajpal Tomar

Learn how to automate sending Slack notifications and emails for updated entries in Cognito Forms using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Slack notifications and emails for updated entries in Cognito Forms, you first need to access Pabbly Connect. Start by signing into your Pabbly Connect account or create a new account if you are a new user. This process only takes a couple of minutes and provides you with 100 free tasks upon account creation.

Once you are logged into your Pabbly Connect dashboard, look for the ‘Create Workflow’ button on the right-hand side. Click on it to initiate the process of setting up your integration workflow, which will automate sending notifications and emails based on updates in Cognito Forms.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate your notifications. After clicking ‘Create Workflow,’ a dialog box will appear prompting you to name your workflow. You can name it something relevant, such as ‘Send Slack Notification and Email for Updated Entry in Cognito Forms.’ Click on the ‘Create’ button to proceed.

• Name your workflow appropriately for easy identification.
• Select the trigger application, which in this case will be Cognito Forms.
• Set the trigger event to ‘Updated Entry’ to initiate the workflow.

After setting the trigger, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting Cognito Forms with Pabbly Connect, allowing it to access the necessary data whenever an entry is updated.

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3. Setting Up Cognito Forms for Integration

To complete the integration, you need to configure Cognito Forms to send data to the webhook URL provided by Pabbly Connect. Log into your Cognito Forms account and navigate to the form you wish to integrate. Within the form settings, check the box for ‘Post JSON data to a website’ and paste the webhook URL into the designated field.

After pasting the URL, click on ‘Save’ to ensure your settings are applied. This setup allows Cognito Forms to send updated entry data to Pabbly Connect every time a form entry is modified, thus triggering the workflow you created earlier.

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4. Sending Notifications via Slack and Emails

After setting up the webhook, return to Pabbly Connect to configure the action applications. Start by selecting Slack as the first action application. Choose the action event as ‘Send Channel Message’ and connect your Slack account by providing the necessary permissions.

• Select the appropriate Slack channel where notifications should be sent.
• Compose the message to include details from the updated entry, utilizing the mapping feature in Pabbly Connect.
• Test the Slack integration to ensure messages are sent correctly.

Next, add Gmail as the second action application in Pabbly Connect. Set the action event to ‘Send Email’ and connect your Gmail account. Map the recipient’s email address and customize the email subject and content to inform the user about their updated entry.

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5. Testing and Verifying the Integration

Once all configurations are complete, it’s crucial to test the entire workflow in Pabbly Connect. Update an entry in Cognito Forms to trigger the workflow. You should see a notification in your designated Slack channel and an email sent to the user whose entry was updated.

Verify that the messages and emails contain the correct information by checking both Slack and your email inbox. This step ensures that your integration is functioning correctly and that both notifications are being sent as intended.

If everything works well, your setup is complete! You can now enjoy automated notifications and emails for any updates made in Cognito Forms, streamlining your communication process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Slack notifications and emails for updated entries in Cognito Forms. This integration enhances team communication and improves user engagement efficiently.

Learn how to send multiple email attachments from Cognito Forms submissions using Pabbly Connect. Follow this step-by-step guide for seamless automation with Gmail. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To send multiple email attachments on Cognito Forms submission, we first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user. Existing users can simply log in to their account.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear prompting you to name your workflow; enter something descriptive like ‘Send Multiple Email Attachments for Cognito Form Submission’ and click on ‘Create’ to proceed.

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2. Setting Up the Trigger with Cognito Forms

In this step, we will configure the trigger application, which is Cognito Forms. Select ‘Cognito Forms’ as your trigger application and choose the event ‘New Entry’. This event will activate the workflow whenever a new form submission is received. using Pabbly Connect

• Select ‘Cognito Forms’ as the trigger application.
• Choose the event ‘New Entry’ to initiate the workflow.
• Copy the provided webhook URL for integration.

After selecting the event, you will receive a webhook URL. Copy this URL and navigate to your Cognito Forms account. In your form settings, enable the ‘Post JSON data to website’ option and paste the copied webhook URL into the designated field. Save your settings to complete the trigger setup.

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3. Submitting the Cognito Form

Now that we have set up the trigger, it’s time to submit a form entry. Open the form you created in Cognito Forms and fill it out with the required information, including uploading multiple files. This step is crucial as it allows us to test the workflow.

• Fill in the first name, last name, email, and mobile number.
• Upload multiple files to ensure they are captured correctly.
• Submit the form to trigger the workflow.

Once you submit the form, return to Pabbly Connect where you will see that the webhook has received the response. This response will include all the details you filled out, including the uploaded files.

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4. Transforming Data with Pabbly Connect

After receiving the form response, we need to transform the data to separate the uploaded files. For this, we will use the ‘Data Transformer’ application within Pabbly Connect. Set the action event to ‘Line Itemizer’ to separate the combined files into individual entries.

Connect the Data Transformer to the previous step and map the response that contains the uploaded files. This will allow you to separate the files into distinct items that can be sent as email attachments.

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5. Sending Email Attachments via Gmail

In the final step, we will use Gmail to send the separated files as email attachments. Select Gmail as the action application and choose the event ‘Send Email’. Connect your Gmail account to Pabbly Connect and grant the necessary permissions.

Enter the recipient’s email address where the attachments should be sent. Fill in the email subject and body content. Map the separated files from the Data Transformer as attachments.

Once all the details are filled in, click on ‘Save and Send Test Request’. If successful, you will receive an email with the attachments, confirming that the workflow is functioning correctly.

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Conclusion

This tutorial demonstrated how to use Pabbly Connect to send multiple email attachments from Cognito Forms submissions to Gmail. By following these steps, you can automate file sharing effectively and enhance your workflow.

Learn how to integrate Google Sheets with Cognitive Forms using Pabbly Connect for seamless data collection and automation. Step-by-step guide included. 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 Integration

To integrate Google Sheets with Cognitive Forms, start by accessing Pabbly Connect. This platform enables seamless automation without coding. First, sign up for a free account on the Pabbly Connect website.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. After naming, click ‘Create’ to load the workflow page where you can set up your trigger and action steps.

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2. Setting Up the Trigger in Pabbly Connect

The trigger in this automation will be a new entry from Cognitive Forms. In your Pabbly Connect workflow, click on the trigger window and select ‘Cognitive Forms’ as the application. Choose the trigger event as ‘New Entry’. using Pabbly Connect

• Select ‘Cognitive Forms’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the provided webhook URL for use in the Cognitive Forms settings.

Next, go to your Cognitive Forms application and navigate to the form settings. Under the settings, find the option to post JSON data to a website. Paste the copied URL in the endpoint field and save the changes. This URL allows Pabbly Connect to receive data from your form submissions.

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3. Testing the Trigger with a Form Submission

After setting up the trigger, it’s time to test it. Open the published form in a new tab and fill it out with sample data. For example, enter a first name, last name, email, and phone number, then submit the form. using Pabbly Connect

Once submitted, return to Pabbly Connect and check the response section to see if the data was captured. You should see the details that were submitted, confirming that the trigger is working properly.

• Fill in the form with sample data.
• Submit the form to trigger the workflow.
• Verify the response in Pabbly Connect.

With a successful test submission, you can now proceed to set up the action for adding the data to Google Sheets.

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4. Setting Up the Action to Add Data to Google Sheets

The next step involves configuring the action to send the captured data to Google Sheets. In Pabbly Connect, click on the actions tab and select ‘Google Sheets’ as the application. Choose ‘Add New Row’ as the action event. using Pabbly Connect

To connect to Google Sheets, click on the ‘Add New Connection’ option and sign in with your Google account. Grant the necessary permissions to allow Pabbly Connect to access your Google Sheets. Once connected, select the specific spreadsheet and sheet where you want to add the data.

Select ‘Google Sheets’ as the action application. Choose ‘Add New Row’ as the action event. Map the data fields from the trigger to the corresponding columns in Google Sheets.

Map the first name, last name, email, and phone number to their respective columns in your Google Sheets. This mapping ensures that every new entry from the form is automatically added to your spreadsheet.

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5. Finalizing the Integration and Running Tests

After mapping the fields, save your workflow and click on the ‘Save and Send Test Request’ button to test the connection with Google Sheets. If everything is set up correctly, a new row should appear in your Google Sheets with the data you submitted earlier. using Pabbly Connect

Verify that the data appears correctly in the spreadsheet. This confirms that your integration is successful and that Pabbly Connect is functioning as intended. You only need to set this up once, and it will run automatically for future form submissions.

Once satisfied with the setup, you can share the link to your workflow for others to clone and use in their own Pabbly Connect accounts.

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Conclusion

Integrating Google Sheets with Cognitive Forms using Pabbly Connect streamlines your data collection process. This automation saves time and enhances productivity by eliminating manual data entry.

Learn how to integrate WooCommerce orders with Microsoft Power BI automatically using Pabbly Connect. Step-by-step guide for seamless data management. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WooCommerce and Microsoft Power BI

To begin integrating WooCommerce orders with Microsoft Power BI, you first need to set up Pabbly Connect. This platform allows you to automate the workflow seamlessly. Start by creating a free account on Pabbly Connect, which can be done within two minutes. Once logged in, you will be directed to the dashboard.

Click the blue button labeled ‘Create Workflow’ to initiate the process. Enter a name for your workflow, such as ‘ADD WooCommerce Orders to Microsoft Power BI,’ and click on ‘Create.’ This action will present you with two boxes labeled as trigger and action, which are essential for setting up your automation.

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2. Setting the Trigger for WooCommerce Orders in Pabbly Connect

In this step, you will set up the trigger in Pabbly Connect to capture new WooCommerce orders. Select WooCommerce as the trigger application and choose the event ‘New Order.’ After selecting the trigger event, Pabbly Connect will provide you with a webhook URL and instructions.

• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your WooCommerce dashboard and click on ‘Settings’.
• Select the ‘Advanced’ tab and then click on ‘Webhooks’.
• Create a new webhook by clicking the ‘Add Webhook’ button.

Paste the copied webhook URL into the delivery URL field and assign a name for the webhook. Set the status to active and select the topic as ‘Order Created.’ Finally, click on the ‘Save Webhook’ button to complete the setup. This will establish a successful connection between WooCommerce and Pabbly Connect.

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3. Testing the WooCommerce Order Trigger in Pabbly Connect

After successfully setting up the webhook, it’s time to test the trigger in Pabbly Connect. Go back to the dashboard of Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action will prompt you to create a test order in your WooCommerce store.

To create a test order, navigate to your WooCommerce checkout page and fill in the required details, such as first name, last name, and email address. Once you click on the ‘Place Order’ button, Pabbly Connect will capture the order details in real-time. Check the Pabbly Connect dashboard to see if the order details have been successfully received.

Upon receiving the order details, you will see all relevant information, such as product name, price, and customer details. This confirms that the trigger setup is working correctly. Now, you can proceed to set up the action to send this data to Microsoft Power BI.

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4. Connecting Microsoft Power BI with Pabbly Connect

The next step is to set up the action in Pabbly Connect to send the captured order data to Microsoft Power BI. Select Microsoft Power BI as the action application and choose the event ‘Add Rows in Specific Dataset in Group.’ You will need to connect your Microsoft Power BI account to Pabbly Connect by providing access permissions.

After connecting, you will see a list of available datasets in your Microsoft Power BI account. Choose the dataset where you want to add the WooCommerce order data. If you haven’t created a dataset yet, you can do so by selecting ‘Streaming Dataset’ in Power BI and defining the necessary fields, such as customer name, email, order ID, and product details.

• Create a new dataset in Power BI with relevant fields.
• Ensure to include fields like product name, price, and customer details.
• After creating the dataset, refresh Pabbly Connect to fetch new items.

Once the dataset is selected in Pabbly Connect, you can map the fields from the WooCommerce order details to the corresponding fields in Power BI. This mapping ensures that the correct data is sent to Power BI automatically whenever a new order is placed.

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5. Finalizing the Integration and Testing

With everything set up, it’s time to finalize the integration. In Pabbly Connect, you will need to provide the corresponding values for each field mapped to your Power BI dataset. This includes customer email, order ID, product name, and price. Make sure to follow the correct syntax for mapping these fields.

Once all fields are mapped correctly, click on the ‘Save and Send Test Request’ button to test the integration. If everything is set up correctly, the order data will be sent to Microsoft Power BI without any issues. You can then check your Power BI report to confirm that the data has been updated automatically.

After successfully testing the integration, you can sit back and relax, as Pabbly Connect will handle all future order updates automatically. This ensures that your Power BI reports are always up-to-date with the latest WooCommerce order data, allowing for effective data analysis and reporting.

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Conclusion

In conclusion, using Pabbly Connect to integrate WooCommerce orders with Microsoft Power BI automates the process of data management. By following the steps outlined, you can ensure real-time updates of your order data, enhancing your reporting capabilities significantly.

Learn how to integrate Microsoft Excel with Agile CRM using Pabbly Connect. This step-by-step tutorial guides you through creating contacts automatically from Excel. 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 Agile CRM contacts from Microsoft Excel, you need to access Pabbly Connect. Start by signing in if you are an existing user or sign up for a new account. Registration takes less than two minutes and offers 100 free tasks.

Once logged in, you’ll be directed to the Pabbly Connect dashboard. Here, locate the ‘Create Workflow’ button on the right side. Click it to initiate the integration process. This action leads you to a dialog box where you can name your workflow, such as ‘Create Agile CRM Contact from Microsoft Excel.’ After naming, click on ‘Create’ to proceed.

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2. Setting Up Trigger Event in Pabbly Connect

The next step involves setting up the trigger event in Pabbly Connect. Select ‘Microsoft Excel’ as your trigger application. This means that every time a new row is added to your Excel sheet, it will trigger the workflow.

• Choose ‘New Row in Worksheet’ as the trigger event.
• Click on ‘Connect’ to link your Microsoft Excel account.
• Add a new connection and grant permissions when prompted.

After connecting, select the specific workbook and worksheet you want to monitor. For this example, choose the workbook named ‘New Leads Here’. Once selected, click on ‘Save and Send Test Request’ to confirm the connection. This action will retrieve the latest data from your Excel sheet.

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3. Mapping Data to Agile CRM in Pabbly Connect

With your Microsoft Excel data retrieved, the next step is to map this data to Agile CRM using Pabbly Connect. Choose Agile CRM as your action application and select ‘Create Contact’ as the action event. Click on ‘Connect Now’ to link your Agile CRM account.

To set up the connection, provide your Agile CRM login email and API key. You can find the API key in your Agile CRM dashboard under Admin Settings > Developers > API. After entering the necessary information, click on ‘Save’ to establish the connection.

• Map the first name, last name, email address, contact number, and company name from the Excel data.
• You may leave optional fields like address and city blank.
• Click on ‘Save and Send Test Request’ to finalize the mapping.

After completing the mapping, you should receive a confirmation response indicating that the contact has been created in Agile CRM. You can check by navigating to the contacts section in Agile CRM.

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4. Automating the Process with Pabbly Connect

Now that the integration is set up, Pabbly Connect will automatically create a contact in Agile CRM every time a new lead is added in Microsoft Excel. This automation saves you time and ensures that no lead is missed.

The workflow will check for new data every eight hours, which means that any new leads you enter will be processed and added to Agile CRM without manual intervention. This feature is particularly useful for businesses that handle a high volume of leads.

To ensure everything runs smoothly, monitor your Pabbly Connect dashboard for any errors or issues. You can also revisit your workflow settings to make adjustments as needed.

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5. Conclusion: Seamless Integration with Pabbly Connect

In conclusion, integrating Microsoft Excel with Agile CRM using Pabbly Connect is a straightforward process that automates contact creation. By following the steps outlined, you can efficiently manage your leads and ensure timely follow-ups.

This integration not only saves time but also enhances your CRM capabilities, allowing you to focus on nurturing your leads effectively. Start using Pabbly Connect today to streamline your workflows and improve your business operations.

Learn how to integrate Insta Mojo with Thinkific using Pabbly Connect for seamless automation of user enrollment. Follow this detailed tutorial for easy setup. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, visit the Pabbly Connect dashboard. If you’re a new user, sign up quickly to access 100 free tasks. Existing users can simply log in to their accounts.

Once logged in, you’ll see the dashboard where you can create your workflow. Click on the ‘Create Workflow’ button on the right side. Here, you can name your workflow, such as ‘Insta Mojo to Thinkific Enrollment’. This is the first step in automating the integration process.

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2. Setting Up the Trigger with Insta Mojo

In this section, we will set up the trigger using Pabbly Connect. The trigger application will be Insta Mojo, and the event will be a new sale. This means every time a payment is made, the workflow will run automatically.

• Select Insta Mojo as the trigger application.
• Choose the trigger event as ‘New Sale’.
• Copy the webhook URL generated by Pabbly Connect.

After copying the webhook URL, you need to log in to your Insta Mojo account and navigate to the product settings. Paste the webhook URL into the advanced settings of the product you wish to integrate, such as ‘PHP for Beginners’. Save the changes to update the webhook.

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3. Testing the Integration with a Payment

Now that you have set up the trigger, it’s time to test the integration using Pabbly Connect. Make a test payment on your Insta Mojo payment page to see if the webhook captures the response correctly.

• Fill in customer details like first name, last name, and email.
• Click on ‘Review and Make Payment’.
• Ensure the payment is successfully processed.

After processing the payment, return to Pabbly Connect to check if the webhook response has been captured. You should see details such as payment status and customer information, confirming the integration is working correctly.

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4. Enrolling the User in Thinkific

With the payment confirmed, the next step is to enroll the user in Thinkific. This is where Pabbly Connect plays a crucial role in automating this process. Set up Thinkific as your action application in the workflow.

Select Thinkific as the action application. Choose the action event as ‘Enroll User’. Map the user details from the webhook response to the enrollment fields.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to enroll the user. If successful, the user will be enrolled in the specified course in Thinkific, confirming that the integration through Pabbly Connect is complete.

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5. Handling Existing Users with Pabbly Connect

In case the user already exists in Thinkific, Pabbly Connect allows you to manage this smoothly. You will use a router feature to direct the workflow based on whether the user exists or not.

Set up a router step in your workflow. Create two routes: one for existing users and another for new users. Map the user ID from the webhook to check for existence.

If the user exists, directly enroll them in the course. If they don’t, create a new user in Thinkific before enrollment. This flexibility provided by Pabbly Connect ensures that every user is handled appropriately during the payment process.

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Conclusion

This tutorial has guided you through integrating Insta Mojo with Thinkific using Pabbly Connect. By automating user enrollment after a successful payment, you can streamline your course management effectively. With Pabbly Connect, you can enhance your workflows and improve your efficiency.

Learn how to integrate Thinkific with Pabbly Subscription Billing for automated user enrollment after successful payments. Follow this step-by-step tutorial for seamless integration. Discover how to streamline your subscription management while maintaining complete flexibility over billing cycles, trial periods, and payment processing.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Subscription Billing for Integration

To start integrating Thinkific with Pabbly Subscription Billing, you first need to access the Pabbly dashboard. Sign in if you are an existing user, or create a new account if you are new. This process is quick and grants you 100 free tasks upon account creation.

After logging in, navigate to the dashboard. On the right-hand side, you will see a tab labeled ‘Create Workflow’. Click on it to begin setting up your integration workflow. Here, you can name your workflow based on your integration objective, such as enrolling users in Thinkific upon successful payment via Pabbly Subscription Billing.

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2. Setting Up Webhook in Pabbly Subscription Billing

In this section, you will set up a webhook in Pabbly Subscription Billing to trigger the integration. Go to the ‘Settings’ section within your Pabbly Subscription Billing account. Here, you will find the ‘Webhook’ option. Click it to add a new webhook.

• Name the webhook (e.g., Demo Test).
• Select the product you want to associate (e.g., PHP Course for Beginners).
• Paste the webhook URL you received from Pabbly Connect.
• Choose the event as ‘Successful Payment’.

After filling in these details, click on ‘Save’. This action will set up the webhook to capture successful payment events, which will trigger the integration with Thinkific.

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3. Testing the Webhook Response in Pabbly Connect

Once the webhook is set up, the next step involves testing it to ensure it captures data correctly. Go back to Pabbly Subscription Billing and navigate to the checkout page for the product you selected. Fill in the necessary information, such as name, email, and billing address, then complete the order.

After the successful payment, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will allow you to see if the webhook successfully captured the payment details. You should receive a response showing the payment event type and user details, confirming that the integration is functioning correctly.

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4. Enrolling Users in Thinkific Based on Payment Status

In this section, you will use Pabbly Subscription Billing to determine if the user exists in Thinkific and enroll them accordingly. Set up an action step in Pabbly Connect where you select Thinkific as the application and choose the action event to ‘Search User’.

Map the email address from the previous step to search for the user. If the user exists, you can directly enroll them in the course. If not, you will create a new user and then enroll them. This process is automated and eliminates the need for manual user management.

• Use the router feature in Pabbly to manage conditions based on user existence.
• If the user exists, proceed to enroll them directly.
• If the user does not exist, create a new user before enrolling them.

This method ensures that every user who pays for the course is automatically enrolled in Thinkific without any manual intervention.

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5. Finalizing Integration and Testing in Real-Time

To finalize the integration, you will perform a real-time test to confirm everything is working as expected. Go back to Pabbly Subscription Billing and conduct another test payment with a new user. Fill in the checkout details and complete the order.

After the payment is successful, check Thinkific to see if the new user has been created and enrolled in the course. This real-time test will validate that your integration is correctly set up and functioning seamlessly.

Once confirmed, you can confidently use this integration to automate user enrollment in Thinkific for all future payments made via Pabbly Subscription Billing.

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Conclusion

This tutorial provided a detailed guide on how to integrate Thinkific with Pabbly Subscription Billing for automated user enrollment. By following these steps, you can streamline the process and enhance user experience significantly.

Learn how to automate sending Facebook leads to Telegram using Pabbly Connect with this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Facebook Leads

To send Facebook leads to Telegram automatically, you must first set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create a free one in just two minutes. This account will allow you to access the automation features needed for this integration.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Here, you will need to provide a name for your workflow, such as ‘Send Facebook Leads to Telegram Channel’. After naming your workflow, click the ‘Create’ button to proceed.

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2. Configuring the Trigger for Facebook Leads

In this step, you will configure the trigger that will initiate the workflow. Select ‘Facebook Lead Ads’ as the trigger application in Pabbly Connect. The event you want to choose is ‘New Lead’. This means that whenever a new lead is captured through your Facebook lead form, it will trigger the action to send that lead to Telegram.

• Select ‘Connect’ to establish a connection with your Facebook account.
• Click ‘Add New Connection’ and then ‘Connect with Facebook Lead Ads’.
• Authorize access to your Facebook account.

Once connected, you will see all the Facebook pages associated with your account. Select the relevant page where your lead form is located, such as ‘Ayurvedic Spa’. After selecting the page, choose the specific lead form you want to use for this automation. Click ‘Save and Send Test Request’ to proceed.

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3. Testing Lead Submission in Pabbly Connect

After setting up the Facebook Lead Ads trigger, it’s crucial to test the integration. You will need to create a sample lead submission. To do this, use the Facebook Lead Ads Testing Tool. Search for your page, select the form you configured, and fill it out with dummy data.

• Input sample data such as name, email, and phone number.
• Click ‘Next’ and then ‘Submit’ to create a test lead.

Once you submit the test lead, return to Pabbly Connect and check if the response is received. You should see the details of the test lead, confirming that the connection between Facebook and Pabbly Connect is working correctly.

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4. Setting Up the Action to Send Leads to Telegram

With the trigger successfully configured and tested, the next step is to set up the action that sends the lead details to your Telegram channel. Select ‘Telegram’ as the action application in Pabbly Connect. The action event will be ‘Send a Text Message’.

Click on ‘Connect’ and then ‘Add New Connection’. You will need to obtain a token from the Telegram BotFather. Start a chat with BotFather on Telegram and create a new bot by typing ‘/newbot’. Follow the prompts to name your bot and set a username. Once created, copy the API token provided and paste it into Pabbly Connect.

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5. Finalizing the Telegram Integration

After connecting your Telegram bot, you will need to specify the chat ID of the Telegram channel where you want to send the lead details. Ensure that your bot is added as a member of this channel and promoted to admin status for it to send messages.

Compose your message in Pabbly Connect for the Telegram channel. You can include static text like ‘Hello team members, a new lead has just been captured from our Facebook lead form’ and then map dynamic fields from the Facebook lead data such as name, email, and phone number. This way, each time a new lead is captured, the message will contain the relevant details automatically.

Once everything is set, click ‘Save and Send Test Request’. If all settings are correct, you should receive the message in your Telegram channel, confirming that the integration is working successfully.

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Conclusion

By following this guide, you can effectively automate the process of sending Facebook leads to Telegram using Pabbly Connect. This integration allows for seamless communication with your team, ensuring that every lead is promptly captured and shared. With Pabbly Connect, you can automate various tasks and improve your workflow efficiently.

Learn how to automate user creation and enrollment in Thinkific using Pabbly Connect and Webhooks. 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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1. Setting Up Pabbly Connect for Thinkific Integration

To create and enroll users in Thinkific courses, you first need to set up Pabbly Connect. This integration tool allows you to connect various applications seamlessly. Start by signing up for a free account on Pabbly Connect, where you can access automation tasks to test your workflows.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, which will help you identify it later. After naming, click on the ‘Create’ button to proceed to the workflow setup page.

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2. Configuring the Webhook Trigger in Pabbly Connect

In this step, you will configure the webhook trigger that captures data from external applications. Use the Pabbly Connect webhook feature to generate a unique URL. This URL will be used in your external application to send data.

• Copy the webhook URL from Pabbly Connect.
• In your external application (e.g., Jotform), navigate to the settings.
• Locate the Webhooks section and paste the copied URL.
• Complete the integration to establish a connection.

After setting up the webhook, test the connection by submitting a sample form. This will trigger the webhook, and you should see the data captured in Pabbly Connect.

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3. Creating a User in Thinkific through Pabbly Connect

Now that you have captured the data, it’s time to create a user in Thinkific using Pabbly Connect. Add an action step in your workflow and select Thinkific as the application. Choose the action event as ‘Create User’.

Connect to Thinkific by entering your subdomain, which can be found in your Thinkific account settings. Once connected, map the fields from the webhook response to the required fields in Thinkific, such as first name, last name, and email address. This mapping process ensures that the correct data is sent to Thinkific.

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4. Enrolling the User in a Thinkific Course

After creating the user, the next step is to enroll them in a course. Again, use Pabbly Connect to add another action step and select Thinkific. This time, choose the action event as ‘Enroll User’.

• Select the course in which you want to enroll the user.
• Map the user ID from the previous step to the enrollment action.
• Optionally set activation and expiry dates for the course.

Once everything is mapped correctly, save your settings and send a test request. If successful, the user will be enrolled in the selected course, confirming that your integration with Pabbly Connect works as intended.

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Conclusion

This tutorial illustrates how to automate user creation and course enrollment in Thinkific using Pabbly Connect and webhooks. By following the steps outlined, you can streamline your processes efficiently. This integration simplifies managing user data and course enrollments, making it easier for online educators.

Learn how to automate the creation of SendFox contacts from Insta Mojo sales using Pabbly Connect. Follow our detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start automating your sales processes, you need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. First, create a free account on Pabbly Connect, which takes only a few minutes.

Once you log in to Pabbly Connect, you will reach the dashboard. Here, you can create workflows to automate tasks between different applications. The first step is to click on the blue button labeled ‘Create Workflow’ to begin setting up your automation.

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2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your automation. For this integration, name it something like ‘Create SendFox Contact on Insta Mojo Sale Automatically’. Then, click ‘Create’.

• Select Insta Mojo as the trigger application.
• Choose the trigger event as ‘New Sale’.
• Pabbly Connect will provide a webhook URL for you to use.

Now, copy the webhook URL provided by Pabbly Connect and head over to your Insta Mojo dashboard. You will need to paste this URL in the advanced settings of the specific product you want to track sales for.

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3. Configuring Insta Mojo for Webhook

To configure Insta Mojo, navigate to the products section and select the product for which you want to capture sales data. Click on the ‘Edit’ button and go to the ‘Advanced’ section.

Here, you will find an option to add a webhook URL. Delete any existing URL and paste the one you copied from Pabbly Connect. After saving, your Insta Mojo account will be connected to Pabbly Connect, enabling it to send data upon new sales.

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4. Testing the Integration with Pabbly Connect

Next, you need to test the integration. Make a test sale on your Insta Mojo product to ensure that the webhook triggers correctly. Input dummy details such as a name, email, and phone number during the checkout process.

• Complete the payment process.
• Return to Pabbly Connect to check for the webhook response.
• Verify that the customer details have been captured successfully.

Once you see the response with the correct data, it confirms that the connection between Insta Mojo and Pabbly Connect is working effectively.

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5. Sending Data to SendFox via Pabbly Connect

Now that your Insta Mojo is set up, the next step is to send the captured customer data to SendFox. In Pabbly Connect, select SendFox as the action application and choose ‘Add Contact to List’ as the action event.

To connect SendFox, you will need to generate an API token from your SendFox account. After obtaining the token, paste it into Pabbly Connect to establish the connection. Now, you can map the customer details like first name, last name, and email from the previous step to the corresponding fields in SendFox.

After mapping the fields, click on ‘Save and Send Test Request’. Once confirmed, you can refresh your SendFox contact list to see the new contact added successfully. This integration allows for seamless data transfer every time a sale occurs, all managed by Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to integrate Insta Mojo with SendFox using Pabbly Connect. This powerful integration automates the process of creating contacts in SendFox whenever a sale occurs in Insta Mojo, saving you time and effort.