Author: Rajpal Tomar

Learn how to automate course enrollment from ThriveCard to Guru Can using Pabbly Connect. Follow this step-by-step tutorial 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. Setting Up Pabbly Connect for Integration

To integrate ThriveCard with Guru Can, you will need to use Pabbly Connect. This tool allows you to create automated workflows without any coding. Start by signing up for a free account on the Pabbly Connect website.

Once you have signed up, log in to access the Pabbly Connect dashboard. Click on the ‘Create’ button to initiate a new workflow. Here, you will define the trigger and action for your integration, which in this case is a product purchase from ThriveCard leading to enrollment in Guru Can.

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2. Choosing ThriveCard as the Trigger Application

In this step, you will select ThriveCard as the trigger application within Pabbly Connect. Click on the trigger window and choose ThriveCard from the list of applications. The trigger event you need to select is ‘Product Purchase’.

• Select ThriveCard as the trigger application.
• Choose ‘Product Purchase’ as the trigger event.
• Click on the connect button and select ‘Add New Connection’.

To connect ThriveCard, you will need to enter your API key. This can be found in the API and Webhooks section of your ThriveCard account settings. After entering the key, click ‘Save’ to establish the connection.

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3. Setting Up Guru Can as the Action Application

After configuring ThriveCard, the next step is to set up the action application, which is Guru Can. In Pabbly Connect, click on the action window and select Guru Can from the list.

For the action event, choose ‘Enroll into Course’. You will need to connect your Guru Can account by entering the API key found in the online school settings of your Guru Can account. Make sure to copy the domain name correctly to avoid any errors.

• Select ‘Enroll into Course’ as the action event.
• Enter the API key from Guru Can’s settings.
• Map the email address of the student from the trigger data.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to test the integration. This will allow you to verify that the student is enrolled in the specified course successfully.

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4. Testing the Integration Workflow

To ensure everything is working correctly, you need to conduct a test purchase through ThriveCard. This will trigger the workflow you set up in Pabbly Connect. Use the test card details provided by ThriveCard to complete the purchase.

Once the payment is processed, return to Pabbly Connect to check if the data has been captured. Look for the response containing the product ID, purchase details, and customer information. This confirms that the trigger has successfully activated.

After verifying the response, check your Guru Can account to see if the student has been enrolled in the course. If the student appears with the course listed under their purchased items, your integration is functioning correctly.

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5. Conclusion: Automate Your Course Enrollment

By using Pabbly Connect, you can automate the enrollment process for your courses whenever a purchase is made through ThriveCard. This eliminates the need for manual entries, saving you time and effort.

Once set up, this workflow will run automatically, allowing you to focus on creating and managing your courses instead of handling enrollments. With just a few clicks, you can enhance your educational services through effective automation.

In summary, integrating ThriveCard with Guru Can using Pabbly Connect streamlines your operations and enhances the user experience. Start automating today for a more efficient workflow!

Learn how to send Slack notifications for failed Instamojo payments using Pabbly Connect. Follow our step-by-step tutorial to set up your integration easily. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To send Slack notifications for failed Instamojo payments, the first step is to access Pabbly Connect. This integration platform allows you to connect your Instamojo account with Slack seamlessly. If you are a new user, you can sign up for free and receive 100 tasks to get started.

Once signed up, log in to your Pabbly Connect account. On the dashboard, locate the ‘Create Workflow’ button on the right side. Click this button to initiate the workflow setup process for sending notifications about failed payments.

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2. Creating a Workflow in Pabbly Connect

After clicking on ‘Create Workflow’, you will need to name your workflow. For this integration, name it ‘Send Slack Notification for Failed Instamojo Payment’. This helps in identifying your workflow easily in the future.

• Click on the ‘Create’ button to proceed.
• You will now see the trigger and action setup window.

In this window, select Instamojo as the trigger application. Choose the trigger event as ‘New Sale’. This event is crucial as it triggers the workflow when a payment is made, whether successful or failed. Next, you will configure the webhook URL provided by Pabbly Connect to capture payment details.

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3. Setting Up Instamojo for Payment Notifications

To connect your Instamojo account with Pabbly Connect, you need to set up a payment page. Navigate to your Instamojo account and create a new payment link. Enter the payment purpose and amount (e.g., 800 INR) as required.

• Add the webhook URL from Pabbly Connect to your payment link.
• Save the payment link to finalize the connection.

With this setup, every transaction will send data back to Pabbly Connect, allowing you to capture both successful and failed payment notifications. Test this by making a dummy payment and entering incorrect details to simulate a failed transaction.

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4. Filtering for Failed Payments in Pabbly Connect

Once you have set up your payment link, the next step in Pabbly Connect is to filter for failed payments. After receiving the webhook data, use the ‘Filter by Pabbly’ action to set conditions.

Select the status label and set the condition to ‘failed’. Map the payment ID from the previous response.

This filter ensures that only failed transactions trigger the Slack notification. Save the filter settings and proceed to the next action step where you will retrieve payment details from Instamojo using the ‘Get Payment Details’ action.

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5. Sending Slack Notifications for Failed Payments

In this final step, use Pabbly Connect to send a notification to your Slack channel. Search for Slack in the action application and select ‘Send Channel Message’. Connect your Slack account by authorizing the application to post messages.

Choose the channel where notifications will be sent (e.g., ‘failed payments’). Compose your message including dynamic fields such as name, email, phone, and payment ID.

After mapping the required fields, save the action and test the workflow. Once the test is successful, you will see the notification appear in your selected Slack channel whenever a payment fails in Instamojo. This completes your integration using Pabbly Connect.

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Conclusion

By following these steps, you can effectively use Pabbly Connect to send Slack notifications for failed Instamojo payments. This integration ensures that you stay informed about payment issues, allowing for timely customer support and resolution.

Learn how to automate sending emails for Typeform submissions using Pabbly Connect and SMTP. Step-by-step guide 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 SMTP Integration

To start automating email sending for Typeform submissions, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Begin by signing up for a free account on the Pabbly Connect website.

Once you have an account, log in to your dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. After naming your workflow, you will be directed to the workflow page where you can set up the integration.

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2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger that initiates the workflow in Pabbly Connect. Select Typeform as your trigger application and choose the trigger event as ‘New Entry’. This will allow the workflow to activate every time a new entry is submitted on your Typeform.

• Choose Typeform as the trigger application.
• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account by providing necessary permissions.

After connecting your Typeform account, select the specific form you want to monitor for submissions. This sets the stage for the next step where you will test the trigger to ensure it captures the submission data correctly.

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3. Testing the Trigger for Typeform Submissions

Once you’ve set up the trigger in Pabbly Connect, it’s crucial to test it. This involves submitting a test entry through your Typeform. Fill in the required fields like first name, last name, email address, and submit the form.

After submission, return to Pabbly Connect to check if the data has been captured successfully. You should see the details of the test submission, confirming that the trigger is functioning as intended. This step is essential to ensure that your workflow will operate smoothly when real submissions come in.

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4. Setting Up SMTP Action in Pabbly Connect

Now that your trigger is set up and tested, it’s time to configure the SMTP action in Pabbly Connect. Click on the actions tab and select the SMTP module. This allows you to send emails through various SMTP service providers like SendGrid, Amazon SES, or Mailchimp.

• Choose the SMTP service provider (e.g., SendGrid).
• Enter the SMTP host name, username, and password.
• Select the encryption type (TLS or SSL) and enter the port number.

Fill in the sender’s name and email address, then map the recipient’s email from the Typeform submission. You can customize the email subject and body to include personalized information from the submission, ensuring effective communication.

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5. Testing the SMTP Connection and Finalizing the Workflow

After configuring the SMTP settings in Pabbly Connect, it’s time to test the connection. Use the ‘Save and Send Test Request’ button to send a test email to the mapped recipient’s email address. This verifies that your SMTP setup is correct and functional.

Once you receive the test email, check its content to ensure everything is formatted correctly. If the email is sent successfully, your workflow is now complete. The automation will trigger every time there is a new Typeform submission, sending emails automatically without any manual effort.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending emails for Typeform submissions via SMTP. By following these steps, you can streamline your communication process efficiently. Enjoy the benefits of automation with Pabbly Connect!

Learn how to seamlessly integrate Typeform and ActiveCampaign using Pabbly Connect in this detailed tutorial. Automate your workflows today! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Typeform and ActiveCampaign using Pabbly Connect, you first need to access the platform. Start by signing up for a free account on Pabbly Connect. This process is quick and only takes a couple of minutes. Once you have your account set up, navigate to the dashboard where you can create your workflows.

On the dashboard, click on the ‘Create Workflow’ button. You can name your workflow something like ‘Typeform to ActiveCampaign Integration’. This will help you easily identify the workflow later. Once you click on create, you will see two main windows: the trigger window and the action window, which are essential for setting up your automation.

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2. Setting Up the Trigger with Typeform

In this section, we will set up the trigger in Pabbly Connect to listen for new submissions in Typeform. In the trigger window, search for ‘Typeform’ and select it. Next, choose the trigger event as ‘New Entry’. This ensures that every time someone submits the form, Pabbly Connect will capture that data.

• Select Typeform as your app in the trigger window.
• Choose the trigger event ‘New Entry’ from the dropdown.
• Click on connect and select ‘Add New Connection’.

After connecting, you will need to select the specific form you want to use. Choose your desired form from Typeform, such as ‘Contact Form’. Then, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is receiving the correct data from Typeform.

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3. Adding Contact to ActiveCampaign

Once the trigger is set up, the next step in Pabbly Connect is to add the contact to ActiveCampaign. In the action window, search for ‘ActiveCampaign’ and select it. Choose the action event ‘Create or Update Contact’. This will allow you to add the details from the Typeform submission directly into your ActiveCampaign account.

To connect your ActiveCampaign account, you will need to provide your API key and URL. You can find this information in your ActiveCampaign account under the settings section. After entering these details, map the fields from the Typeform submission to the necessary fields in ActiveCampaign, such as email, first name, and last name.

• Enter the API key and URL from your ActiveCampaign account.
• Map the email address from Typeform to the email field in ActiveCampaign.
• Save and send a test request to confirm the contact has been added.

After successfully mapping the fields and sending the test request, check your ActiveCampaign account to verify that the new contact has been added with the correct details.

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4. Sending an Invite to the School Community

In this step, we will use Pabbly Connect to send an invite to the school community for the new contact. Click on the ‘Add Action Step’ button in your workflow. Search for the app related to your school community and select it. The action event should be set to ‘Invite New Member’.

To connect your school community account, you will need to enter the webhook URL. This can be obtained from your school community settings. After obtaining the URL, paste it into Pabbly Connect. Then, map the email address from the Typeform submission to the invite email field.

Select the school community app and choose ‘Invite New Member’. Enter the webhook URL from your school community account. Map the email address to the new member email field.

After mapping the email address, click on ‘Save and Send Test Request’. Check the email inbox of the new contact to confirm that they received the invite to join the community.

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5. Testing the Automation Workflow and Cloning

Finally, it’s time to test your entire automation workflow created with Pabbly Connect. Make a test submission on your Typeform and watch as the new contact is added to ActiveCampaign and receives an invite to the school community. This live testing will ensure everything is functioning as expected.

If you find the workflow effective, Pabbly Connect allows you to clone this automation for future use. Simply click on the clone link provided in the description box and replicate the workflow in your own Pabbly Connect account.

Perform a test submission to check the workflow’s efficiency. Verify that the contact appears in ActiveCampaign and receives the invite. Use the clone link to replicate the workflow easily.

This concludes the tutorial on integrating Typeform with ActiveCampaign using Pabbly Connect. You can now automate your processes and enhance your productivity.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Typeform and ActiveCampaign effectively. By automating these processes, you can streamline your workflow and enhance your productivity.

Learn how to seamlessly integrate Google Sheets with Agile CRM using Pabbly Connect. This step-by-step tutorial covers all essential processes and UI elements. 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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Accessing Pabbly Connect for Integration

To begin integrating Google Sheets with Agile CRM, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard, where new users must sign up, which takes just two minutes. Existing users can sign in directly to access their workflows.

Once on the dashboard, you will see the option to create a workflow. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Create Agile CRM Contact from Google Sheets.’ Click on ‘Create’ to proceed to the next setup step.

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Setting Up Google Sheets as the Trigger Application

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Click on the Google Sheets option and select the trigger event as ‘New or Updated Spreadsheet Row.’ This setup allows the workflow to run every time a new row is added to your Google Sheet.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used in your Google Sheets integration. Next, open your Google Sheets document, where you have created a sheet named ‘New Leads’ with columns for first name, last name, email address, location, and contact number.

• Go to Extensions > Add-ons > Get Add-ons
• Search for Pabbly Connect Webhooks and install it
• Refresh the Google Sheet after installation

After refreshing, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and set the trigger column to the final data column, which is column E in this case. Click on ‘Submit’ to save the settings.

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Testing the Integration with Pabbly Connect

To ensure that the integration between Google Sheets and Agile CRM works, you need to test it using Pabbly Connect. After setting up the webhook, send a test request from the Google Sheets setup. This action will send test data to Pabbly Connect, allowing you to confirm that the data flows correctly.

Upon sending the test request, you should see a successful response in Pabbly Connect showing the data from your Google Sheet. This includes first name, last name, email, location, and contact number. If everything is set correctly, this data will be used to create a new contact in Agile CRM.

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Configuring Agile CRM as the Action Application

Next, you will configure Agile CRM as the action application in Pabbly Connect. Select Agile CRM and set the action event to ‘Create Contact.’ Click on ‘Connect’ to establish a connection between Pabbly Connect and Agile CRM.

To set up this connection, you will need to provide your login email, API key, and domain name. The login email is typically your admin email. To find your API key, navigate to your Agile CRM dashboard, go to Admin Settings, and click on Developers > API. Copy the API key and paste it into Pabbly Connect. The domain name will be the part before ‘agilecrm.com’ in your URL.

• Login Email: [email protected]
• API Key: [Your API Key]
• Domain Name: yourdomain

After entering these details, click ‘Save’ to establish the connection. Now map the fields from Google Sheets to the corresponding fields in Agile CRM, ensuring that the data flows correctly.

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Finalizing the Integration Process

Now that you’ve set up both Google Sheets and Agile CRM in Pabbly Connect, it’s time to finalize the integration. Click on ‘Save and Send Test Request’ to send the mapped data to Agile CRM. This action will create a new contact based on the information from your Google Sheets.

After sending the test request, navigate to your Agile CRM account and refresh the contacts page. You should see the new contact created successfully. This confirms that the integration works seamlessly, allowing each new entry in Google Sheets to be automatically added to Agile CRM.

To test it in real-time, add a new row in your Google Sheets with the required information and hit enter. The new contact should appear in Agile CRM shortly after. This demonstrates the efficiency of using Pabbly Connect for automation.

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Conclusion

This tutorial on using Pabbly Connect to integrate Google Sheets with Agile CRM highlights the importance of automation in managing contacts effectively. Following these steps will streamline your workflow, ensuring that new leads are captured effortlessly.

Learn how to integrate Mailchimp with Agile CRM using Pabbly Connect to automate contact creation effortlessly. 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 Mailchimp and Agile CRM Integration

To create an Agile CRM contact from Mailchimp, start by accessing Pabbly Connect. This platform allows seamless integration between the two applications without requiring any coding skills. Simply sign in if you are an existing user, or create a new account, which takes less than two minutes.

Once you are logged into Pabbly Connect, navigate to the dashboard. Look for the ‘Create Workflow’ button on the right side. Click on it to initiate the integration process. You will be prompted to name your workflow, which could be something like ‘Create Agile CRM Contact from Mailchimp’.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will define the trigger for your workflow. Your trigger application will be Mailchimp, specifically the event that occurs when a new subscriber is added. Within Pabbly Connect, select Mailchimp as your trigger application.

• Choose ‘New Subscriber’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.
• This URL will be used to connect Mailchimp with Pabbly Connect.

After copying the webhook URL, you will need to configure this in your Mailchimp account. Go to the Audience section, click on ‘Manage Audience’, and then select ‘Settings’. Under ‘Webhooks’, create a new webhook and paste the URL you copied from Pabbly Connect.

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3. Configuring Mailchimp Webhooks for Integration

Now that you have set up the webhook URL in Pabbly Connect, it’s time to configure the Mailchimp webhook settings. In the webhook configuration, ensure you specify what updates to send. Since you want to track new subscribers, check the options for all relevant updates.

• Check options for subscriber creation updates.
• Ensure to select all three update options available.
• Click ‘Save’ to finalize the webhook settings.

Once saved, return to Pabbly Connect to test the webhook. You will see a blank response initially; this indicates that the system is ready to receive data from Mailchimp. To test this, you can submit a new subscriber through your Mailchimp signup form.

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4. Creating Agile CRM Contact from Mailchimp Subscriber

Next, you will set up the action application in Pabbly Connect. This action will create a new contact in Agile CRM whenever a new subscriber is added in Mailchimp. Select Agile CRM as the action application, and choose ‘Create Contact’ as the action event.

To connect Agile CRM with Pabbly Connect, you will need to enter your Agile CRM login email, API key, and domain. You can find the API key in your Agile CRM account under Admin Settings > Developers & API. Once you have entered this information, click ‘Save’ to establish the connection.

After connecting, you will map the fields from your Mailchimp subscriber data to the Agile CRM contact fields. This mapping process ensures that the correct information is transferred, such as first name, last name, email address, and phone number. Once mapped, click on ‘Save and Send Test Request’ to create the contact.

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5. Verifying the Integration Success

To ensure that your integration is successful, check your Agile CRM dashboard. The newly created contact should appear, confirming that the integration between Mailchimp and Agile CRM via Pabbly Connect is working correctly. You can repeat the process by adding another subscriber through Mailchimp to test it in real-time.

Each time a new subscriber is added in Mailchimp, Pabbly Connect automates the process of creating a contact in Agile CRM. This integration saves time and ensures that your contact list is always up-to-date without manual input.

If you encounter any issues, you can refer back to your Pabbly Connect workflow or reach out for support. This integration is a powerful way to streamline your email marketing and customer relationship management efforts.

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Conclusion

In this tutorial, we explored how to create Agile CRM contacts from Mailchimp using Pabbly Connect. This integration automates the process, ensuring that your subscriber data is efficiently transferred without manual effort. By setting up triggers and actions in Pabbly Connect, you can enhance your marketing and CRM strategies effectively.

Learn how to integrate ThriveCart with Uteach using Pabbly Connect. Follow this detailed tutorial for seamless automation and efficient student enrollment. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating ThriveCart with Uteach, you need to access Pabbly Connect. First, open your browser and search for Pabbly Connect. You will find options to sign in or sign up for free. If you are a new user, click on the ‘Sign up for free’ button to create an account.

Once you create your account, you will receive 100 free tasks to explore the features of Pabbly Connect. If you are an existing user, simply click on ‘Sign in’. After signing in, navigate to the ‘All Apps’ section and select Pabbly Connect to access the dashboard.

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2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to automate the student enrollment process. Click on the ‘Create Workflow’ button located in the top right corner of your Pabbly Connect dashboard. A dialog box will prompt you to name your workflow. Enter a suitable name, such as ‘Create Student and Enroll in Uteach for ThriveCart Purchase’.

• Click on the ‘Create’ button.
• You will see two windows: Trigger and Action.
• Select ‘ThriveCart’ as the Trigger application.

Set the trigger event to ‘Product Purchase’. This means whenever a new product is purchased in ThriveCart, it will initiate the workflow in Pabbly Connect.

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3. Connecting ThriveCart to Pabbly Connect

After selecting ThriveCart as your trigger, you need to connect your ThriveCart account with Pabbly Connect. Click on ‘Connect’, then select ‘Add New Connection’. You will be prompted to enter an API token from your ThriveCart account.

To find the API token, log in to your ThriveCart account, go to the settings section, and click on ‘API and Webhooks’. Here, create a new API key by clicking on the ‘Create API Key’ button. Once created, copy the API key and paste it into Pabbly Connect. Click ‘Save’ to establish the connection.

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4. Testing the Integration with a Purchase

With the connection established, it’s time to test the integration. Select the product you want to track for purchases in ThriveCart. For this example, choose the ‘Advanced PHP Course’. Click on ‘Save and Send Test Request’ in Pabbly Connect to wait for a response.

Now, make a test purchase in ThriveCart for the Advanced PHP Course. Enter dummy customer information, including name and email, and complete the payment using a test card. Once the payment is processed, return to Pabbly Connect to check if the response with customer details has been received successfully.

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5. Enrolling the Student in Uteach

After receiving the response from ThriveCart, the next step is to enroll the student in Uteach. In Pabbly Connect, set the action application to Uteach and select the action event as ‘Find User’. Connect your Uteach account by entering the required API key and domain, which you can find in your Uteach account settings.

Once connected, map the email from the ThriveCart response to find the user in Uteach. If the user exists, you can directly enroll them in the desired course. If not, create a new user in Uteach and then enroll them. This automation ensures that every student who purchases a course is seamlessly added to your Uteach account.

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Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the integration between ThriveCart and Uteach for efficient student enrollment. By following the steps outlined, you can streamline your processes and ensure that every purchase results in automatic student addition, enhancing your workflow significantly.

Learn how to integrate URL with Keep Using Pabbly Connect to automate ticket updates and note creation in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

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1. Integrating URL and Keep for Ticket Updates

Integrating URL with Keep allows you to automate ticket updates efficiently. This integration ensures that whenever a ticket is updated in Freshdesk, a note is automatically created in the Keep application. This process reduces the need for manual tracking of customer interactions.

To start, log into your URL account and navigate to the dashboard. From here, you will create a new workflow that includes the necessary triggers and actions for this integration.

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2. Setting Up the Workflow in URL

To set up your workflow in URL, click on the ‘Create Workflow’ button. You will then provide a name for your workflow, such as ‘Freshdesk to Keep Integration.’ This name helps in identifying the workflow later.

• Select Freshdesk as your trigger application.
• Choose the trigger event as ‘Update Ticket’.
• Copy the webhook URL provided for the next steps.

After setting up the trigger, you will configure Freshdesk to send data to this webhook URL. This involves creating a new rule in the Freshdesk admin panel that triggers on ticket updates.

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3. Configuring Freshdesk for Updates

In the Freshdesk admin panel, navigate to the ‘Workflows’ section. Here, you will create a new rule that specifies when to send updates to your URL integration. Set the rule to trigger whenever a ticket status changes.

Make sure to select conditions for the ticket updates. For instance, you might want to trigger the workflow only if the status changes from ‘Open’ to any other status. This ensures that only relevant updates are sent to Keep.

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4. Creating Notes in Keep from URL

Once the data from Freshdesk is captured, the next step is to create a note in Keep. For this, you will add an action in your URL workflow to connect with Keep and create a note based on the ticket information.

In the action step, select ‘Create Note’ and map the necessary fields such as ticket subject and status. Ensure that the note contains concise information about the ticket update, as this will help in tracking customer interactions effectively.

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5. Testing the Integration

After setting up the integration, it’s crucial to test the workflow. Update a ticket in Freshdesk and monitor if a note is created in Keep. This step verifies that the automation is functioning correctly.

Once confirmed, your integration will run automatically, creating notes in Keep whenever a ticket is updated in Freshdesk. This seamless workflow enhances productivity and keeps your customer service interactions organized.

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Conclusion

Integrating URL with Keep Using Pabbly Connect allows for efficient ticket management and note creation. This automation enhances productivity by ensuring that updates are tracked without manual intervention. By following the steps outlined, you can streamline your customer service processes effectively.

Learn how to integrate Help Scout with ThriveCart using Pabbly Connect to automate customer creation seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Help Scout with ThriveCart, you first need to access Pabbly Connect. Start by signing up or logging into your Pabbly Connect account. Once you’re logged in, you will be directed to your dashboard.

On the dashboard, locate the ‘Create Workflow’ button on the right side. Click on it to start setting up your integration. You will need to name your workflow according to your objective, which in this case is creating a Help Scout customer for ThriveCart purchases.

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2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Choose ThriveCart as your trigger application. The trigger event will be ‘Product Purchase’ which activates the workflow when a product is purchased.

• Select ThriveCart as the trigger application.
• Set the trigger event to ‘Product Purchase’.
• Click on ‘Connect’ to establish a connection with ThriveCart.

Once you click on ‘Connect’, you will need to add a new connection. This requires an API token from your ThriveCart account. Follow the instructions provided by Pabbly Connect to retrieve this token and proceed with the setup.

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3. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s crucial to test the integration using Pabbly Connect. To do this, you need to simulate a product purchase in ThriveCart. Navigate to your ThriveCart account, select the product, and click on the checkout URL.

• Fill in the customer details such as name, email, and address.
• Use test card details to complete the order.
• Return to Pabbly Connect and click on ‘Save and Send Test Request’.

Once the test request is sent, check if the response from ThriveCart is successfully captured in Pabbly Connect. This indicates that the trigger is working correctly and is ready for the next steps.

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4. Setting Up the Action in Pabbly Connect

With the trigger successfully set up, the next step is to configure the action in Pabbly Connect. Select Help Scout as your action application and choose the event ‘Create Customer’.

To connect with Help Scout, click on ‘Connect’ and authorize the connection. After authorization, you will need to map the customer information from the previous step to the fields required by Help Scout.

Map the first name, last name, and email from ThriveCart response. Fill in the address, city, and state details accurately. Click on ‘Save and Send Test Request’ to finalize the setup.

Once the request is sent, check Help Scout to confirm that the new customer has been created successfully. This demonstrates that Pabbly Connect has effectively connected the two applications.

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5. Verifying Integration Success

Finally, it’s essential to verify that the integration between ThriveCart and Help Scout via Pabbly Connect is working as intended. Perform another test purchase in ThriveCart to see if a new customer is created in Help Scout.

After completing the purchase, return to Help Scout and check the customer list. If the new customer appears, the integration is a success! This automated process streamlines customer management without manual input.

In summary, the steps involved were setting up ThriveCart as a trigger, testing the trigger, configuring Help Scout as an action, and verifying that the customer creation works seamlessly through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to integrate Help Scout with ThriveCart using Pabbly Connect. By following the steps outlined, you can automate the customer creation process, enhancing efficiency and productivity.

Learn how to integrate Help Scout with ThriveCart using Pabbly Connect to automate customer creation. Follow this step-by-step 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 create a Help Scout customer for each ThriveCart purchase, you need to access Pabbly Connect. Start by signing up or logging into your Pabbly Connect account. It takes less than two minutes to set up your account, and you will receive 100 free tasks to test the automation.

Once you are on the Pabbly Connect dashboard, locate the ‘Create Workflow’ tab on the right side. Click on it, and a dialog box will appear prompting you to name your workflow. You can name it something like ‘Create Help Scout Customer for ThriveCart Purchase’ and then click on the ‘Create’ button 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. Your trigger application will be ThriveCart, and the trigger event will be ‘Product Purchase.’ This means that every time a product is purchased on ThriveCart, it will trigger the workflow.

• Select ThriveCart as your trigger application.
• Choose ‘Product Purchase’ as the trigger event.
• Click on the ‘Connect’ button to link your ThriveCart account.

After clicking connect, you will need to add a new connection by providing an API token from your ThriveCart account. Log in to ThriveCart, navigate to the API settings, create a new API key, and copy it back to Pabbly Connect to establish the connection.

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3. Testing ThriveCart Connection in Pabbly Connect

With your connection established, it’s time to test the ThriveCart integration in Pabbly Connect. You will input the product name and status from your ThriveCart account. For example, select the product named ‘Advanced PHP Codes’ and ensure it is set to test mode.

Click on ‘Save and Send Test Request’ to initiate a test. This action will wait for a response from ThriveCart to confirm that the integration is working correctly. To do this, you need to make a test purchase using the checkout URL provided.

• Enter customer details like name, email, and phone number.
• Complete the order using test card details.
• Return to Pabbly Connect to check if the response was received.

Once the response is captured, you will see the customer details from ThriveCart, confirming that the integration is functioning as expected.

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4. Creating Customer in Help Scout via Pabbly Connect

Now that you have successfully tested the ThriveCart connection, the next step is to create a customer in Help Scout using Pabbly Connect. Select Help Scout as your action application and choose the action event ‘Create Customer.’ This will allow you to create a new customer entry based on the ThriveCart purchase.

Click on ‘Connect’ and authorize Pabbly Connect to access your Help Scout account. Once connected, you will need to map the customer information received from ThriveCart to the respective fields in Help Scout.

Map first name, last name, and email address from ThriveCart response. Fill in the organization location, job title, and other relevant details. Click on ‘Save and Send Test Request’ to create the customer in Help Scout.

After saving, check your Help Scout account to confirm that the customer has been added successfully. This means that your setup is complete and functioning correctly.

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5. Final Testing and Confirmation of Integration

To ensure everything is working correctly, perform a final test by making another purchase through ThriveCart. Use different customer details to see if they are successfully added to Help Scout via Pabbly Connect. This step is crucial to confirm that the entire integration process is seamless.

After completing the purchase, return to Help Scout to verify that the new customer appears in the customer list. If they do, your integration is a complete success. This automation will now allow you to manage customer support more efficiently as new customers are automatically added.

In summary, you have successfully integrated ThriveCart with Help Scout using Pabbly Connect. This process involved setting up triggers, testing connections, and creating customer entries automatically. If you have any questions or need further assistance, feel free to reach out for support.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of Help Scout customers upon ThriveCart purchases. This integration enhances customer support efficiency and streamlines the process for businesses.