How to Notify Your Team Members about New Shopify Orders

How to Notify Your Team Members about New Shopify Orders

Do you want to notify your team members about the new Shopify orders?

How to Notify Your Team Members about New Shopify Orders

Then there is Good News for you! This can be done in automation using Pabbly Connect. In this article, I’ll walk you through a simple step by step procedure to notify your team members on Telegram whenever a new Shopify order is received. The best part here is we don’t need to have any coding or programming knowledge to automate the task.

So basically, Pabbly Connect works as a bridge between these two services to automate a repetitive task in real-time. Moreover, you can integrate any number of software together to create limitless workflows. Most importantly, this would be just a single-time procedure after that, all the Telegram messages will be sent automatically for every new order.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before getting onto the procedure first, let’s discuss the services that we are going to integrate for automation. Shopify is an online store builder software. Whereas, Telegram is a messaging app used for video calling, VoIP (Voice over Internet Protocol), file sharing and more.

By integrating Shopify with Telegram I’m going to automatically send Telegram messages for new Shopify orders. This way, whenever your Shopify receives a new order, a Telegram message will be sent to your team instantly.

You can also check out this video to visually follow this automation.

Additionally, the template for this integration is also linked below, it can help you get started more quickly. You can simply, click on the image given below to use the workflow. Also, you can visit go to the Pabbly Connect Marketplace for more integrations and apps.

Notify Your Team Members about New Shopify Orders

Now, buckle up and discover the Shopify and Telegram integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the procedure to notify your team members about new Shopify orders automatically by visiting the Pabbly Connect website. Simply, click on the ‘Sign-Up Free‘ button here. Next, either use your existing Google credentials for a direct sign-up or simply make a new registration by filling the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging in, click on the ‘Access Now’ button of the software ‘Connect’ amongst all the Pabbly applications.

Step 3: Workflow for Shopify and Telegram Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Shopify to Telegram integration & to do this click the ‘Create Workflow’ button available on the top-right of the screen.

(b) Name the Workflow

Workflow to Notify Your Team Members about New Shopify Orders

Give a name to the workflow for example Shopify To Telegram. Then, click on the ‘Create’ button.

Step 4: Setting Trigger for Shopify to Telegram Integration

For trigger set up, you’ll need to set a condition on the new Shopify orders and the respective action using Pabbly Connect.

(a) Select Application you want to integrate

integrate_shopify

When you are done with naming the workflow, a page opens up asking for the trigger condition.

Pick the ‘Shopify’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Copy Webhook URL

Select Event & Copy Webhook URL to Notify Your Team Members about New Shopify Orders

Select the event as ‘New Order’ & then click on ‘Copy’.

Step 5: Connecting Shopify to Pabbly Connect

(a) Go to Your Shopify Settings

click_on_shopify_settings

After successfully logging into your Shopify store, click the ‘Settings’ option available at the bottom left corner in the left-vertical menu.

(b) Select Notification Option

Go To Notification

From all the Shopify settings, select the notification option.

(c) Click the Create Webhook Button

Create Webhook Shopify

On the next page, head directly to the bottom of the page on the ‘Webhooks’ section & click on ‘Create Webhook’.

(d) Select Event & Paste Webhook URL

Select Event & Paste Webhook URL to Notify Your Team Members about New Shopify Orders

Next, select the Event as ‘Order Creation’, Format as ‘JSON’ and pasted the copied Webhook URL. Lastly, click on ‘Save Webhook’.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for the Shopify and Telegram integration. So, let’s test the Shopify trigger by making a test order.

(a) Capture Webhook Response

Click Capture Webhook Response

The first thing to do is, click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

(b) Place an Order on Your Shopify Store

Make Test Order to Notify Your Team Members about New Shopify Orders

Now, go back to the Shopify store and make a test order for any product. Remember to complete the order until your order is confirmed.

(c) Check and Save the Trigger API Response

Check Trigger Response to Notify Your Team Members about New Shopify Orders

Check the Shopify trigger API response for the entered order entries.

Step 7: Setting Action for Shopify to Telegram Integration

Now, we have gathered the Shopify order data. So, let’s perform the Telegram action step. After that, a message will be delivered automatically whenever a new order is made.

(a) Select Application you want to Integrate

Integrate Telegram to Notify Your Team Members about New Shopify Orders

Click on the plus button available next to your Shopify trigger window.

Select the app to integrate as ‘Telegram Bot’.

(b) Select Event & Connect with Telegram

Select Event & Connect with Telegram

Next, select the action event as ‘Send a Text Message or a Reply’.

Lastly, click the ‘Connect’ button.

Step 8: Connecting Telegram to Pabbly Connect

Our next step is to establish a connection between Telegram and Pabbly Connect. For this first, sign in to your Telegram account.

(a) Click on the BotFather Link

Click the BotFather Link

In the connection window that slides in from the right, click on the given BotFather link. You can also type ‘BotFather’ in your Telegram App search to access BotFather.

(b) Click Start on BotFather Chat

Click Start on BotFather Chat

Next, in the BotFather chat window, click the ‘START’ button.

(c) Create a New Bot

Create New Bot

Create a new bot by typing ‘/newbot’ command and then hit enter or click on the send icon.

(d) Name Your Created Bot

Name Bot to Notify Your Team Members about New Shopify Orders

Next, it’ll ask you for a bot name. So, type a bot name that you want to assign to the recently created bot & then click ‘Send’.

(e) Enter a Bot Username

Bot Username to Notify Your Team Members about New Shopify Orders

Lastly, enter a username for the created bot. The username must end with the suffix ‘bot’.

(f) Copy the Token

Copy token to Notify Your Team Members about New Shopify Orders

You’ll get a token for the created bot, simply select & copy the token.

(g) Paste the Token

Paste the Telegram Token

Paste the copied token in the Pabbly Connect connection window and then click ‘Save’.

(h) Create Telegram Group

Create Group to Notify Your Team Members about New Shopify Orders

Now, create a group on your Telegram account and add members as well as the created bot to the group. Lastly, promote the bot to admin privilege.

(i) Copy Chat ID

Copy Chat ID to Notify Your Team Members about New Shopify Orders

In the URL, the digit sequence after ‘=’ to ‘-‘ is the chat ID. Copy these digits. To know more about the Chat ID, you can read the help text given below the Telegram action ‘Chat ID’ field.

(j) Paste Chat ID & Create Message

Paste Chat ID & Map Message Values to Notify Your Team Members about New Shopify Orders

Now, paste the Chat ID with the prefix ‘-100’ for a private channel message.

Also, draft a message by combining the trigger response and plain text. To use the response values, simply place your cursor in the ‘Text Message’ field and select the value from the gathered trigger response.

(k) Send Test Request

Send Test Request for Action to Send Telegram Messages on Form Submissions

Now, click on ‘Save & Send Test Request’.

(l) Check & Save the Action Response

Save Action API Response to Notify Your Team Members about New Shopify Orders
Certainly, you can check the Telegram API response in the action window. And, if there’s been some error while sending the data then the window will start showing you an error. Finally, save the action API’s response.

Step 9: Check Response in WhatsApp

Telegram Message on Group to Notify Your Team Members about New Shopify Orders

Lastly, check the Telegram message on the connected group. Also, make another test order on your Shopify shop to test the workflow.

Conclusion –

This was all about ‘How to notify your team members about new Shopify orders’. Consequently, after completing the step by step procedure, you will end up sending a message notification for every new Shopify order to your Telegram group automatically.

Meanwhile, you can also grab Pabbly Connect for FREE with all its premium features.

Also, leave a comment about this automation in the comment section below.

You May Also Like to Read:

How to Send Telegram Messages on Form Submissions

How to Send Telegram Messages on Form Submissions

Are you searching for a way to automatically send Telegram messages on form submissions automatically?

How to Send Telegram Messages on Form Submissions

If Yes! Then you are in the right place. In this blog, I’ll explain a simple step by step procedure to bring automation in sending Telegram messages on every new form submissions. To connect both the applications, I’m going to use Pabbly Connect as it won’t require any coding or programming.

Pabbly Connect is an easy to use integration service that can help you automate your manual & repetitive work. You can integrate any number of services together to share data in real-time. Most importantly, this procedure would be a single-time setup & Telegram messages will be send in automation afterwards.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before heading straight on the steps, let get to know the services that we are going to use. Basically, Typeform is an online form builder software. Whereas, Telegram is a freeware messenger application used for video calling, VoIP (Voice over Internet Protocol), file sharing etc.

By integrating Typeform with Telegram I’m going to automatically send Telegram messages on form submissions. This way, whenever a new form is submitted on Typeform, a Telegram message will be sent instantly.

Also, check out the video tutorial below for this particular automation.

Further, a template for the integration is also linked that can help you get started more quickly. Simply, click on the image given below this and use this workflow. Moreover, you can also go to the Pabbly Connect Marketplace for more integrations and apps.

Send Telegram Messages on Form Submissions

Now, buckle up and discover the Typeform and Telegram integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the procedure to send Telegram messages on form submissions automatically by visiting the Pabbly Connect website. Simply, click on the ‘Sign-Up Free‘ button here. Next, either use your existing Google credentials for a direct sign-up or simply make a new registration by filling the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging in, click on the ‘Access Now’ button of the software ‘Connect’ amongst all the Pabbly applications.

Step 3: Workflow for Typeform and Telegram Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow forTypeform to Telegram integration & to do this click the ‘Create Workflow’ button available on the top-right of the dashboard screen.

(b) Name the Workflow

Workflow to Send Telegram Messages on Form Submissions

Now, name the workflow in the window that pops up as per the integration or use-case (for instance: Typeform To Telegram etc). Lastly, click on the ‘Create’ button.

Step 4: Setting Trigger for Typeform to Telegram Integration

For trigger set up, you’ll need to set up a trigger condition on the new Typeform entry and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Typeform

After naming the workflow, a page will open up bearing the trigger window settings.

Pick the ‘Zoom’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Connect

Select Trigger Event & Connect to Send Telegram Messages on Form Submissions

Select the event as ‘New Entry’ & then click on ‘Connect’.

Step 5: Connecting Typeform to Pabbly Connect

(a) Connect with Typeform

Authorize Typeform

To connect Typeform with Pabbly connect, you only need to click on the ‘Connect with Typeform’ button that came along with a window that slides in from the right.

Authorize the connection by allowing the account permissions.

(b) Select Form & Send Test Request

Select Form & Send Test Request to Send Telegram Messages on Form Submissions

Next, select the form that you want to connect with Pabbly Connect.

If you haven’t created a form, then first create a form and then click the refresh button next to the form field.

Lastly, click on ‘Save & Send Test Request’.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for the Typeform and Telegram integration. So, let’s test the Typeform trigger by submitting a test form.

(a) Capture Webhook Response

Capture Webhook Respose to Send Telegram Messages on Form Submissions

The first thing to do is, click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

(b) Submit a Test Form

Fill Test Form to Send Telegram Messages on Form Submissions

Now, go back to your the created form and make a test submission. For this, simply open the form in a new tab and fill all the required information and lastly submit.

(c) Check and Save the Trigger API Response

Check & Save the Trigger Respone to Send Telegram Messages on Form Submissions

Check the Typeform trigger API response and click on ‘Save’.

Step 7: Setting Action for Typeform to Telegram Integration

Now, we have gathered the Typeform data. So, let’s perform the action step. After that, a message will be delivered automatically whenever a new form submission happens.

(a) Select Application you want to Integrate

Integrate Telegram Bot to Send Telegram Messages on Form Submissions

Click on the plus button available next to your Typeform trigger window.

Select the app to integrate here as ‘Telegram Bot’.

(b) Select Event & Connect with Telegram

Select Event & Connect with Telegram to Send Telegram Messages on Form Submissions

Next, select the event as ‘Send a Text Message or a Reply’.

Lastly, click the ‘Connect’ button.

Step 8: Connecting Telegram to Pabbly Connect

Our next step is to connect Telegram with Pabbly Connect. For this first, log in to your Telegram account.

(a) Click on the BotFather Link

Click the BotFather Link

In the Pabbly Connect connection window that slides in from the right. Click on the BotFather link or simply type ‘BotFather’ in your Telegram App search.

(b) Click Start on BotFather Chat

Click Start on BotFather Chat

Next, click the ‘START’ button.

(c) Create a New Bot

Create New Bot

Create a new bot by typing ‘/newbot’ and then hit Enter/send button.

(d) Name Your Created Bot

Name Bot to Send Telegram Messages on Form Submissions

Next, it asks you for a bot name. So, type a bot name that you want to give to the recently created bot & then hit the send.

(e) Enter a Bot Username

Bot Username to Send Telegram Messages on Form Submissions

Lastly, enter a username for the created bot that ends with a suffix ‘bot’.

(f) Copy the Token

Copy token to Send Telegram Messages on Form Submissions

You’ll get a token for the created bot, simply select and copy it.

(g) Paste the Token

Paste the Telegram Token

Paste the copied token in the connection window and then click ‘Save’.

(h) Create Telegram Group

Telegram Settings to Send Telegram Messages on Form Submissions

Now, create a group on the connected Telegram account, add members, also add the created bot and promote it to admin.

(I) Copy Chat ID

Copy Chat ID to Send Telegram Messages on Form Submissions

In the URL, digit sequence from ‘s’ to underscore is the chat ID. Copy these digits. To more about the Chat ID, you can also refer to the help text bellow the Telegram action ‘Chat ID’ field.

(j) Paste Chat ID & Create Message

Paste Chat ID & Map Fields to Send Telegram Messages on Form Submissions

Now, paste the Chat ID with the prefix ‘-100’ for a private channel message.

Also, create a message using the combination of the trigger response and plain text. To use the response values, simply click on the ‘Text Message’ area and select the value from the gathered trigger response.

(k) Send Test Request

Send Test Request for Action to Send Telegram Messages on Form Submissions

Now, click on ‘Save & Send Test Request’.

(l) Check & Save the Action Response

Check & Save the Action Response to Send Telegram Messages on Form SubmissionsCertainly, you can check the Telegram response in the action window. And, if there’s been some error while sending the data then the window will start showing you an error.Finally, save the action API’s response.

Step 9: Check Response in WhatsApp

Telegram Messages on Form Submissions

Lastly, check the Telegram message on the connected group.

Conclusion –

This was all about ‘How to send Telegram messages on form submissions’. Consequently, after completing the step by step procedure, you will end up sending form submission messages from Typeform to Telegram automatically.

Until then, grab Pabbly Connect for FREE with all its premium features.

Further, leave your feedback about this automation in the comment section below.

You May Also Like to Read:

How to Send Zoom Meeting Invite via SMS

How to Send Zoom Meeting Invite via SMS

Are you looking for the simplest way to send Zoom meeting invite via SMS automatically?

How to Send Zoom Meeting Invite via SMS

Well, if your answer is affirmative then you must follow this step by step procedure that doesn’t even require any hard coding knowledge or complex setup.

In this article, I’m going to walk you through the easiest procedure to automate sending an invitation for every new Zoom registrant. To accomplish this automation we are going to use the Pabbly Connect service.

Pabbly Connect is an affordable automation & integration tool. You can use it to connect multiple applications together to automate manual & repetitive work in real-time.

You only have to follow this procedure once and then the created workflow will take care of your automation afterwards.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before discussing the procedure, let’s put some light on the services that are involved in this automation. Zoom is a cloud-based virtual (video/audio) conferencing application used for webinars, live chats, screen-sharing and more. Whereas, Twilio is a cloud communications platform as a service company used to programmatically make & receive phone calls, send/receive text messages etc.

By integrating Zoom with Twilio I’m going to send an invite link to every new Zoom meeting registrant automatically. This way, whenever a new registration happens on Zoom a meeting invite will be sent at a specific time.

A video tutorial for the same integration is also attached below. You can have a look –

Moreover, this is a template for the integration to help you get started more quickly. Just click on the image below to make use of this workflow. Moreover, you can also visit the Marketplace to search for more integrations & apps.

Send Zoom Meeting Invite via SMS

Now, buckle up and discover the Zoom and Twilio integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the procedure to send Zoom meeting invite via SMS automatically by visiting the Pabbly Connect website. Click on the ‘Sign-Up Free‘ button available on the top-right corner of the home page. Next, either use your existing Gmail credentials to make a direct sign-up or simply fill out the registration form provided.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging in, click on the ‘Access Now’ button of the service ‘Connect’ amongst all the Pabbly applications.

Step 3: Workflow for Zoom and Twilio Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Zoom to Twilio integration & to do this click the ‘Create Workflow’ button available on the top-right corner of the dashboard.

(b) Name the Workflow

Workflow for Zoom to Twilio Integration

Now, name the workflow in the window that pops up as per the integration or use-case (for instance: Zoom To Twilio, Zoom integration etc). Lastly, click on the ‘Create’ button.

Step 4: Setting Trigger for Zoom to Twilio Integration

First, we’ll need to set up a trigger condition on every new Zoom registrant entry and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Zoom for Zoom to Twilio Integration

After naming the workflow, a window will open up along with the trigger settings.

Select the ‘Zoom’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Copy the Webhook URL

Select Event & Copy Webhook URL for Zoom to Twilio Integration

Also, pick the event as ‘Configure Webhook’ & then click on ‘Copy’.

Step 5: Connecting Zoom to Pabbly Connect

(a) Go to Zoom Account Integrations

Zoom Advanced Integration for Zoom to Google Sheets Integration

To connect Zoom with Pabbly Connect, sign in to your Zoom account. Then, click on the ‘Advanced’ option available in the left verticle menu.

After that, click on the ‘Integration’ option.

(b) Go to Zoom App Marketplace

Go to App Marketplace for Zoom to Google Sheets Integration

Next, click on ‘Go to App Marketplace’.

Also, click on the ‘Agree’ button, when a Zoom term of use dialogue box opens up.

(c) Click on Build App

Build App for Zoom to Google Sheets Integration

On the next page, pick the ‘Develop’ option available on the top horizontal menu.

Then, choose the ‘Build App’ option from the drop-down menu.

Again, if the Zoom – Terms of Use dialogue open up click on the ‘Agree’ button.

(d) Click on ‘Create’ Under JWT App Type

Click on create under JWT for Zoom to Google Sheets Integration

Next, click on ‘Create’ available under the Zoom ‘JWT’ app type.

Then, name the App as per your choice in the ‘Create a JWT App’ window that opens up like Zoom App, Starfield Tutorial etc.

(e) Add Basic Information of the App

Add Basic Info for Zoom to Google Sheets Integration

Add all the required basic information for the created app and then click on the ‘Continue’ button.

(f) Add the Event

Add Event for Zoom to Google Sheets Integration

Next, click on the ‘Feature’ option from the menu and then toggle on the ‘Event Subscription’ option.

Lastly, click on the ‘Add new event subscription’ button.

(g) Paste the Webhook URL & Add Event

Add Event to Send Zoom Meeting Invite via SMS

Now, name the subscription as per your need and paste the copied Pabbly Connect trigger webhook URL.

Then, click on the ‘Add Events’ button.

(h) Select Event

Select Event & then Done for Zoom to Google Sheets Integration
Under the Event Type – ‘Meeting, select the ‘Meeting Registration has been created’ option from the ‘. Then, click on ‘Done’.

(I) Save the Zoom Event Settings

Save Event to Send Zoom Meeting Invite via SMS

Lastly, click on the ‘Save’ button and then click on ‘Continue’ in the next window.

Make sure to confirm the setup success after looking at the ‘Your App is Activated on the account’ message.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for the Zoom and Twilio integration. So, let’s test the Zoom trigger by adding a test registrant.

(a) Capture Webhook Response

Capture Webhook Response for Zoom to Google Sheets Integration

The first thing to do is, click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

(b) Go to Zoom Meetings

Go to Zoom Meeting for Zoom to Google Sheets Integration

Now, go back to your Zoom account & create a test meeting registration. For this first, go to the ‘Meetings’ option available in the Zoom menu. Then, go to the ‘Upcoming’ tab under meeting options available in the secondary horizontal menu available.

(c) Schedule a Meeting

Schedule a Meeting for Zoom to Google Sheets Integration

Then, click on the ‘Schedule a Meeting’ button under the Upcoming meeting tab.

(d) Add Meeting Details

Add Meeting Details to Send Zoom Meeting Invite via SMS

Next, enter all the required details for the meeting such as Topic, Description, When, Duration, Time Zone etc.

(e) Save the Meeting Details

Save Meeting Details to Send Zoom Invite on WhatsApp

Toggle the host & participants option to ‘On’ and click on the ‘Save’ button.

(f) Click on the Registration Link

Meeting Link to Send Zoom Meeting Invite via SMS

Then, click on the ‘Registration Link’ available for the meeting.

On the registration form, you’ll notice that there are only a limited number of fields.

And as we want to send an invite on SMS hence the phone number is a must.

So, let’s add some more fields to the registration form.

(g) Edit the Zoom Registration Form

Edit Zoom Registration Form to Send Zoom Invite on WhatsApp

Now, go back to the crated Zoom registration form, scroll down to the bottom of this page and then click on ‘Edit’.

(h) Go to Questions & Check Form Fields

Add More Fields to the Zoom Registration Form to Send Zoom Invite on WhatsApp

In the window that pops up next, select the ‘Questions’ option.

Then, pick all the required fields for your registration form such as ‘Phone’.

Also, mark the ‘Phone’ field as ‘Required’, so that a registrant can’t leave it blank.

Lastly, click on the ‘Save All’ button.

(i) Register on Zoom

Register to Send Zoom Meeting Invite via SMS

Now, fill in all the test details in the registration form and then click on ‘Register’.

(j) Check & Save Trigger API Response

Check & Save Trigger Response to Send Zoom Meeting Invite via SMS

Check the trigger API response and click on ‘Save’.

Step 7: Setting Action for Zoom to Twilio Integration

Now, as we have gathered all the data from Zoom registration. We can proceed to use this data to perform our Twilio action. After that, an SMS will be sent automatically to every new registrant.

(a) Select Application you want to Integrate

Integrate Twilio to Send Zoom Meeting Invite via SMS

Click on the plus button available next to your Zoom trigger window.

Select the app to integrate here as ‘Twilio’.

(b) Select Event & Connect with Twilio

Select Event & Connect with Twilio to Send Zoom Meeting Invite via SMS

Next, select the event as ‘Send SMS Message’.

Lastly, click the ‘Connect’ button.

Step 8: Connecting Twilio to Pabbly Connect

Our next step is to connect Twilio with Pabbly Connect. For this first, log in to your Twilio account.

(a) Copy SID & Token

Copy Twilio SID & Token to Send Zoom Meeting Invite via SMS

After logging into your Twilio account, go to the ‘Settings’ option from the menu. There you’ll find the SID and token. You can simply copy & paste the SID as well as the token on the Pabbly Connect connection window. To copy the token first, click on the ‘Eye’ icon to make it visible.

(b) Paste the Copied SID & Token

Paste Twilio Token & SID to Send Zoom Meeting Invite via SMS

Next, paste the copied SID & token in the connection window. Finally, click on ‘Save’.

(c) Map Fields

Map Fields to Send Zoom Meeting Invite via SMS

After establishing a connection successfully, you’ll see fields like the body of the SMS, sender number, recipient number etc. Map the gathered trigger API response within these fields.

To map a value from the response, simply place your cursor into the field and find & click select the response value.

(d) Send Test Request

Send Test Request for Action to Send Zoom Meeting Invite via SMS

Similarly, you can also map the message field. Also, you can use a combination of the response values & plain text to draft a message.

Further, click on the ‘Save & Send Test Request’ button to send an SMS.

(d) Check & Save Response

Check & Save Action API Response for Zoom to Twilio Integration

Certainly, you can check the Twilio response status in the action window. And, if there is some error while sending the data then the window will start showing you the error.

Finally, save the action API’s response.

Step 9: Check Response on SMS

Action SMS Response for Zoom to Twilio Integartion

You can check the SMS invite on the mentioned phone number.

Conclusion –

This was all about ‘How to add Zoom registrants to Twilio’. Consequently, after completing the step by step procedure, you will end up sending the newly added registration a Zoom invite on SMS automatically.

Until then, you can use Pabbly Connect for FREE with all its premium features to automate routine tasks.

Also, comment on your questions about this automation in the section given below.

You May Also Like to Read:

How to Send Zoom Invite on WhatsApp

How to Send Zoom Invite on WhatsApp

Aren’t you tired of manually sending the Zoom invite on WhatsApp for every new registrant?

How to Send Zoom Invite on WhatsApp

Well if yes then you can follow the simple step by step procedure given in this blog to bring automation in sending Zoom meeting invites on WhatsApp. We’ll use Pabbly Connect to integrate Zoom and WhatsApp as it won’t require any coding or programming.

Pabbly Connect is an affordable integration & automation tool that can help you bring automation to your manual & repetitive work by integrating multiple services together and share data in real-time. Most importantly, this would be a one-time setup and after that, every invite will be sent automatically.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

First, let’s discuss Zoom and WhatsApp a little, Zoom is a cloud-based video communications app used for virtual conferencing (video/audio), webinars, live chats, screen-sharing etc. Whereas, WhatsApp is a messenger application by Facebook.

By integrating Zoom with WhatsApp I’m going to send the Zoom invite on WhatsApp automatically. This way, whenever a new registration happens on Zoom an invite will be sent on the registered WhatsApp number instantly.

Also, do have a look at the video tutorial available below for this particular automation.

Moreover, I’ve also attached a template for the integration, it can help you get started more quickly. Simply, click on the image below to use this workflow. Further, you can also go to the Pabbly Connect Marketplace to search for more integrations & apps.

Send Zoom Invite on WhatsApp

Now, buckle up and discover the Zoom and WhatsApp integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to send Zoom invite on WhatsApp automatically by visiting the Pabbly Connect website. Click on the ‘Sign-Up Free‘ button available on the top-right corner of the home page. Next, either use your existing Gmail credentials to make a direct sign-up or simply make registration by filling the form provided.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging in, click on the ‘Access Now’ button of the service ‘Connect’ amongst all the Pabbly applications.

Step 3: Workflow for Zoom and WhatsApp Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Zoom to WhatsApp integration & to do this click the ‘Create Workflow’ button available on the top-right corner of the dashboard.

(b) Name the Workflow

Workflow for Zoom to WhatsApp Integration

Now, name the workflow in the window that pops up as per the integration or use-case (for instance: Zoom To WhatsApp, Zoom integration etc). Lastly, click on the ‘Create’ button.

Step 4: Setting Trigger for Zoom to WhatsApp Integration

For trigger set up, you’ll need to set up a trigger condition on the new Zoom registrant entry and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Zoom to Send Zoom Invite on WhatsApp

After naming the workflow, a page will open up bearing the trigger window settings.

Pick the ‘Zoom’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Copy the Webhook URL

Select Event & Copy Webhook URL to Send Zoom Invite on WhatsApp

Select the event as ‘Configure Webhook’ & then click on ‘Copy’.

Step 5: Connecting Zoom to Pabbly Connect

(a) Go to Zoom Account Integrations

Zoom Advanced Integration

To connect Zoom with Pabbly connect, log in to your Zoom account. Then, click on the ‘Advanced’ option present in the left verticle menu.

After that, click on ‘Integration’.

(b) Go to Zoom App Marketplace

Go to App Marketplace

Next, click on the ‘Go to App Marketplace’ button.

Also, click on ‘Agree’, when a Zoom term of use dialogue box opens up.

(c) Click on Build App

Build App

On the next page, click on the ‘Develop’ option available on the top horizontal menu.

Then, select the ‘Build App’ option from the drop-down menu that opens next.

Again, if the Zoom – Terms of Use dialogue open up click on ‘Agree’.

(d) Click on ‘Create’ Under JWT App Type

Click on create under JWT

Next, click on the ‘Create’ button available under the ‘JWT’ app type.

Then, name the App as per your choice in the ‘Create a JWT App’ window that opens up such as Zoom App, Starfield Tutorial etc.

(e) Add Basic Information of the App

Add Basic Info

Add all the required information for the created app and then click on ‘Continue’.

(f) Add Event

Add Event

Next, click on ‘Feature’ from the menu and then toggle the ‘Event Subscription’ option.

Lastly, click on ‘Add new event subscription’.

(g) Paste the Webhook URL & Add Event

Paste Webhook URL to Send Zoom Invite on WhatsApp

Now, name the subscription and paste the copied webhook URL.

Then, click on ‘Add Events’.

(h) Select Event

Select Event & then Done
Select the ‘Meeting Registration has been created’ option from the Event Type – ‘Meeting’. Then, click on ‘Done’.

(I) Save the Zoom Event Settings

Save Zoom Event to Send Zoom Invite on WhatsApp

Lastly, click on ‘Save’ and then click on the ‘Continue’ button in the next window.

Make sure to confirm the setup success after looking at the ‘Your App is Activated on the account’ message.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for the Zoom and WhatsApp integration. So, let’s test the Zoom trigger by adding a test registrant.

(a) Capture Webhook Response

Capture Webhook Response

The first thing to do is, click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

(b) Go to Zoom Meetings

Go to Zoom Meeting

Now, go back to your Zoom account and create a meeting registration. For this, go to the ‘Meetings’ option from your Zoom account’s menu. Then. go to the ‘Upcoming’ tab under meeting options available in the horizontal menu available.

(c) Schedule a Meeting

Schedule a Meeting

Then, click on the ‘Schedule a Meeting’ button under the Upcoming meetings.

(d) Add the Meeting Details

Schedule a Meeting to Send Zoom Invite on WhatsApp

Next, enter all the required details to make a registration such as Topic, When, Duration, Time Zone etc.

(e) Save the Meeting Details

Save Meeting Details to Send Zoom Invite on WhatsApp

Toggle the Host and Participants option to ‘On’ and click on ‘Save’.

(f) Click on the Registration Link

Meeting Link to Send Zoom Invite on WhatsApp

Now, click on the ‘Registration Link’.

On the registration form, you’ll see there are only a limited number of fields.

And as we want to send an invite on WhatsApp hence the phone number is a must.

So, we’ll simply add some more fields to the registration form.

(g) Edit the Zoom Registration Form

Edit Zoom Registration Form to Send Zoom Invite on WhatsApp

Now, go back to your Zoom registration form, scroll down to the bottom of the page and click on ‘Edit’.

(h) Go to Questions & Check Form Fields

Add More Fields to the Zoom Registration Form to Send Zoom Invite on WhatsApp

In the window that pops up next, click on the ‘Questions’ option.

Then, select all the required fields for your registration form such as ‘Phone’.

Also, mark it as ‘Required’, so that a registrant can not leave it blank.

Lastly, click on ‘Save All’.

(i) Register on Zoom

Make Registration to Send Zoom Invite on WhatsApp

Fill in all the details in the registration form and then click on ‘Register’.

(j) Check and Save Trigger API Response

Check and Save Trigger API Response to Send Zoom Invite on WhatsApp

Check the trigger API response and click on ‘Save’.

Step 7: Add Data Transformer

This is an advance step, as in the next step when we’ll be performing the action step, it will ask for an encoded URL.

(a) Select Application you want to Integrate

Integrate Data Transformer to Send Zoom Invite on WhatsApp

Select the Choose App field as ‘Data Transformer by Pabbly’ and the action event as ‘Base64 Encode’. Then, click on ‘Connect’.

(b) Map Join URL

Map URL to Send Zoom Invite on WhatsApp

Place your cursor in the field named ‘Data’ and search as well as map the join URL gathered from the trigger response.

After mapping the URL, click on the ‘Save & Send Test Request’ button.

Lastly, check the response status as ‘Success’.

Step 8: Setting Action for Zoom to WhatsApp Integration

Now, as we have gathered all the data from Zoom. We can proceed to use this data to perform our WhatsApp action. After that, the link will be sent automatically. We can not send bulk message directly so I’m using Chat API to accomplish this.

(a) Select Application you want to Integrate

Integrate Chat API to Send Zoom Invite on WhatsApp

Click on the plus button available next to your Zoom trigger window.

Select the app to integrate here as ‘Chat API’.

(b) Select Event & Connect with Chat API

Connect with ChatAPI to Send Zoom Invite on WhatsApp

Next, select the event as ‘Send Link’.

Lastly, click the ‘Connect’ button.

Step 9: Connecting Chat API to Pabbly Connect

Our next step is to connect Chat API with Pabbly Connect. For this first, log in to your Chat API account.

(a) Copy API URL & Token

Copy Chat API URL & Token to Send Zoom Invite on WhatsApp

After logging into your Chat API account, your API URL & token will be visible. Simply, copy this API URL & token one by one.

(b) Paste the Copied Chat API URL & Token

Paste Chat API URL & Token to Send Zoom Invite on WhatsApp

Next, paste the copied API URL & token in the connection window. Finally, click on ‘Save’.

(c) Map Fields & Send Test Request

Send Test Request for Chat API Action to Send Zoom Invite on WhatsApp

After establishing a connection successfully, you’ll see fields like phone number and message. Map the gathered trigger API response within these fields.

Similarly, you can also map the message field. Also, you can use a combination of the response values and plain text to draft a message.

Further, click on the ‘Save & Send Test Request’ button to send the message.

(d) Check & Save Response

Save the Action API Response to Send Zoom Invite on WhatsApp

Certainly, you can check the Chat API’s response in the action window. And, if there is some error while sending the data then the window will start showing you an error.

Finally, save the action API’s response.

Step 10: Check Response in WhatsApp

Check the Invite Link on WhatsApp

Lastly, check the WhatsApp message on the mentioned phone number.

Conclusion –

This was all about ‘How to send Zoom invite on WhatsApp’. Consequently, after completing the step by step procedure, you will end up sending meeting invites from Zoom to WhatsApp automatically.

Until then, you can grab Pabbly Connect for FREE with all its premium features to automate routine tasks.

Further, leave your queries in the comment section below about this automation.

You May Also Like to Read:

How to Add Zoom Registrants to Google Sheets

How to Add Zoom Registrants to Google Sheets

What if we say that there is an easy way to add every new Zoom registrants to Google Sheets automatically? Would you believe us?

How to Add Zoom Registrants to Google Sheets

Yes! No longer manual sheet entries, any more!

In this article, I’m going to tell you the easiest way to bring automation into your work using Pabbly Connect. Also, you can do this without any coding or programming knowledge.

Pabbly Connect is an easy to use integration & automation tool that is used to connect multiple applications to automate manual & repetitive work in real-time.

Moreover, you only have to set up the workflow just once, after that your Google Sheet will be auto-updated with every new registrant entry.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Now, let discuss the services namely Zoom and Google Sheets before heading to the procedure. Zoom is a cloud-based video communications app for virtual video/audio conferencing, webinars, live chats, screen-sharing etc. Whereas, Google Sheet is an online spreadsheet program available for free.

By integrating Zoom with Google Sheets I’m going to add every new registrant to Google Sheets automatically. This way, whenever a new registration happens on Zoom an entry will be made instantly on Google Sheets.

You can also have a look at the video tutorial embedded below for this particular automation.

Moreover, this is a template for the integration to help you get started more quickly. Just click on the image below to make use of this workflow. Moreover, you can also visit the Marketplace to search for more integrations & apps.

Add Zoom Registrants to Google Sheets

Now, buckle up and discover the Zoom and Google Sheets integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to add new Zoom registrants to Google Sheets automatically by visiting the Pabbly Connect website. Click on the ‘Sign-Up Free‘ button available on the top-right corner of the home page. Next, either use your existing Gmail credentials to make a direct sign-up or simply make registration by filling the form provided.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After logging in, click on the ‘Access Now’ button of the service ‘Connect’ amongst all the Pabbly applications.

Step 3: Workflow for Zoom and Google Sheets Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Zoom to Google Sheets integration & to do this click the ‘Create Workflow’ button available on the top-right corner of the dashboard.

(b) Name the Workflow

Workflow for Zoom to Google Sheets Integration

Now, name the workflow in the window that pop up as per the integration or use-case (for instance: Zoom To Google Sheets, Zoom integration etc). Lastly, click on the ‘Create’ button.

Step 4: Setting Trigger for Zoom to Google Sheets Integration

For trigger set up, you’ll need to set up a trigger condition on the new Zoom registrant entry and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Zoom for Zoom to Google Sheets Integration

After naming the workflow, a page will open up bearing the trigger window settings.

Pick the ‘Zoom’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Copy the Webhook URL

Select Event & Copy Webhook URL for Zoom to Google Sheets Integration

Select the event as ‘Configure Webhook’ & then click on ‘Copy’.

Step 5: Connecting Zoom to Pabbly Connect

(a) Go to Zoom Account Integrations

Zoom Advanced Integration for Zoom to Google Sheets Integration

To connect Zoom with Pabbly connect, log in to your Zoom account. Then, click on the ‘Advanced’ option present in the left verticle menu.

After that, click on ‘Integration’.

(b) Go to Zoom App Marketplace

Go to App Marketplace for Zoom to Google Sheets Integration

Next, click on the ‘Go to App Marketplace’ button.

Also, click on ‘Agree’, when a Zoom term of use dialogue box opens up.

(c) Click on Build App

Build App for Zoom to Google Sheets Integration

On the next page, click on the ‘Develop’ option available on the top horizontal menu.

Then, select the ‘Build App’ option from the drop-down menu that opens next.

Again, if the Zoom – Terms of Use dialogue open up click on ‘Agree’.

(d) Click on ‘Create’ Under JWT App Type

Click on create under JWT for Zoom to Google Sheets Integration

Next, click on the ‘Create’ button available under the ‘JWT’ app type.

Then, name the App as per your choice in the ‘Create a JWT App’ window that opens up such as Zoom App, Starfield Tutorial etc.

(e) Add Basic Information of the App

Add Basic Info for Zoom to Google Sheets Integration

Add all the required information for the created app and then click on ‘Continue’.

(f) Add Event

Add Event for Zoom to Google Sheets Integration

Next, click on ‘Feature’ from the menu and then toggle the ‘Event Subscription’ option.

Lastly, click on ‘Add new event subscription’.

(g) Paste the Webhook URL & Add Event

Paste Webhook URL & Add Event for Zoom to Google Sheets Integration

Now, name the subscription and paste the copied webhook URL.

Then, click on ‘Add Events’.

(h) Select Event

Select Event & then Done for Zoom to Google Sheets Integration
Select the ‘Meeting Registration has been created’ option from the Event Type – ‘Meeting’. Then, click on ‘Done’.

(I) Save the Zoom Event Settings

Save Zoom Settings for Zoom to Google Sheets Integration

Lastly, click on ‘Save’ and then click on the ‘Continue’ button in the next window.

Make sure to confirm the setup success after looking at the ‘Your App is Activated on the account’ message.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for the Zoom and Google Sheets integration. So, let’s test the Zoom trigger by adding a test registrant.

(a) Capture Webhook Response

Capture Webhook Response for Zoom to Google Sheets Integration

The first thing to do is, click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

(b) Go to Zoom Meetings

Go to Zoom Meeting for Zoom to Google Sheets Integration

Now, go back to your Zoom account and create a meeting registration. For this, go to the ‘Meetings’ option from your Zoom account’s menu. Then. go to the ‘Upcoming’ tab under meeting options available in the horizontal menu available.

(c) Schedule a Meeting

Schedule a Meeting for Zoom to Google Sheets Integration

Then, click on the ‘Schedule a Meeting’ button under the Upcoming meetings.

(d) Make a Registration

Make a Registration for Zoom to Google Sheets Integration

Next, enter all the required details to make a registration and then click ‘Save’.

(e) Click on the Registration Link

Click on Registration Link for Zoom to Google Sheets Integration

Now, click on the ‘Registration Link’.

(f) Register on Zoom

Register for Zoom to Google Sheets Integration

Fill in all the details in the registration form and then click on ‘Register’.

(g) Check and Save Trigger API Response

Check And Save the Trigger Response to Add Zoom Registrants to Google Sheets

Check the trigger API response and click on ‘Save’.

Step 7: Setting Action for Zoom to Google Sheets Integration

Now, as we have gathered all the data from Zoom. We can proceed to use this data to perform our Google Sheets action. After that, the data will be added to your spreadsheet automatically.

(a) Create a Google Sheet

Create Google Sheet to Add Zoom Registrants to Google Sheets

To save the registrants entries in a Google Sheet, create a dedicated Google Sheet with the column heads to enter the details such as Events, Name, Last Name, Email, Address, City, Zip Code, Phone, Country etc.

(b) Select Application you want to Integrate

Integrate Google Sheets

Hit the plus button next to your Zoom trigger window.

Choose the app to integrate as ‘Google Sheets’ & event as ‘Add New Row’.

(c) Authorize Google Account

Connect with Google Sheets

Next, click on the ‘Connect with Google Sheets’ button in the window that slides in from the right.

(d) Select Spreadsheet & Map Fields

Select Spreadsheet & Map Fields for Zoom to Add Zoom Registrants to Google Sheets

Once the Google account authorization completes. Select your created spreadsheet and sheet. Also, map the spreadsheet fields with the response value stored.

To map a field value, click on that particular field. Then, select the response value that you want to map with that field. Similarly, map all the other required values.

(e) Send Test Request

Send Test Request for Action for Zoom to Add Zoom Registrants to Google Sheets

After mapping all the field values, click on the ‘Save & Send Test Request’ to send a test request.

Step 8: Check Response in Google Sheets

Registrants Entry on Google Sheets to Add Zoom Registrants to Google Sheets

Also, you can check the registrant entry on your connected Google Sheet.

Conclusion –

This was all about ‘How to add Zoom registrants to Google Sheets’. Consequently, after completing the step by step procedure, you will end up adding the newly added registration details from Zoom to Google Sheets automatically.

Until then, you can use Pabbly Connect for FREE with all its premium features to automate routine tasks.

Also, comment on your questions about this automation in the section given below.

You May Also Like to Read:

How to Send WhatsApp Messages to Mailchimp Subscribers

Send WhatsApp Messages to Mailchimp Subscribers

Have you ever tried to send WhatsApp messages to Mailchimp subscribers?

Send WhatsApp Messages to Mailchimp Subscribers

You might have, but was the procedure easy? Well, here in this blog, I’m going to reveal the easiest way to bring automation to this using Pabbly Connect. Also, the process given below won’t require any coding or programming knowledge.

Pabbly Connect is an automation tool that helps you integrate multiple applications and automate manual & repetitive tasks in real-time.

Besides, this will be just a one-time setting and after that, the created workflow will take care of this Mailchimp to WhatsApp message automation.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before getting started, let’s discuss the services that are involved here. Mailchimp is an email marketing company that can help you to grow your business. Whereas, WhatsApp is a messaging and voice-over-IP service by Facebook.

By integrating Mailchimp with WhatsApp we are going to auto-send WhatsApp messages to Mailchimp subscribers. This way, a message is sent automatically to every new subscriber.

Also, you can watch this video tutorial below to implement this automation.

Additionally, I’ve also added the template for this integration below. To help you get started more quickly. To use this workflow template, you can simply click on the image below. Moreover, you can also go to the Marketplace for more integrations & apps.

Send WhatsApp Messages to Mailchimp Subscribers

Now, buckle up as we’re going to discover the Mailchimp and WhatsApp integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to auto send WhatsApp messages to Mailchimp subscribers by visiting the Pabbly Connect website. Then, click on the ‘Sign-Up Free‘ button available at the top of the page. Next, either sign in using your existing Gmail account or simply register by filling the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After successfully logging in to the system, click on the ‘Access Now’ button of the service ‘Connect’ amongst all the other Pabbly applications.

Step 3: Workflow for Mailchimp and WhatsApp Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Mailchimp to WhatsApp integration & to do this click the ‘Create Workflow’ button available on the dashboard.

(b) Name the Workflow

Workflow for Mailchimp to WhatsApp Integration

A window will open up requesting the workflow name. Name this workflow as per the integration or use-case (for instance: Mailchimp to WhatsApp etc). Lastly, click on the ‘Create’ button available at the bottom of this window.

Step 4: Setting Trigger for Mailchimp to WhatsApp Integration

First, you’ll need to set up a trigger on the new Mailchimp subscriber and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Mailchimp for Mailchimp to WhatsApp Integration

After naming your workflow, you can select a trigger. Choose ‘Mailchimp’ from the drop-down choices.

(b) Select Event & Copy Webhook URL

Select Event & Copy Webhook URL for Mailchimp to WhatsApp Integration

Next, select the trigger event as ‘New Subscriber’ & then click on ‘Copy’ to copy the webhook URL.

Step 5: Connecting Mailchimp to Pabbly Connect

(a) Go to the Audience Dashboard Section

Audience Dashboard for Mailchimp to WhatsApp Integration

First, log in to your Mailchimp account then click on the ‘Audience dashboard’ option available in the left vertical menu.

(b) Click on ‘Manage Audience’

Manage Audience Settings for Mailchimp to WhatsApp Integration

On the Audience page, click on the ‘Manage Audience’ button. Then, select the ‘settings’ option from the drop-down menu that opens up.

(c) Click on Webhooks

Webhooks for Mailchimp to WhatsApp Integration

On the settings page, scroll down and click on ‘Webhooks’.

(d) Click on Create New Webhook

Create New Webhook for Mailchimp to WhatsApp Integration

Next, click on the ‘Create New Webhook’ button available on the right side of the page.

(e) Paste Webhook URL

Paste Webhook URL for Mailchimp to WhatsApp Integration

Paste the copied webhook URL in the ‘Callback URL’ field, select the update type and then click on ‘Save’.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for Mailchimp and WhatsApp integration. So, let’s test the Mailchimp trigger by creating a test subscriber.

(a) Capture Webhook Response

Capture Webhook Response for Mailchimp to WhatsApp Integration

To test the trigger first, click the ‘Capture Webhook Response’ button available in the trigger window.

(b) Go to Add a Subscriber

Add Test Subscriber for Mailchimp to WhatsApp Integration

Next, go to the ‘All contacts’ option from the left verticle menu. Then, select the ‘Add contacts’ option from the horizontal menu. Lastly, select the ‘Add a subscriber’ to add a test subscriber on Mailchimp.

(c) Fill in the Subscriber Data & Click on Subscribe Button

Fill in the subscriber Infor & Click on subscribe for Mailchimp to WhatsApp Integration

Fill in all the required form information such as first name, last name, address details etc then check the permission box and finally click on ‘Subscribe’.

(d) Check & Save the Trigger API Response

Check and Save Test Trigger Response

Check your data in the trigger response window & save this data.

Step 7: Setting Action for Mailchimp to WhatsApp Integration

Now, as we have all the data to send a message on WhatsApp from Mailchimp. We can use this data to perform our action. After that, a message will be sent for every subscriber entry automatically. We can not send bulk messages directly from WhatsApp so I’m using Chat API to accomplish this.

(a) Select Application you want to Integrate

Integrate Chat API for Mailchimp to WhatsApp Integration

Click on the plus button available next to your Mailchimp trigger window.

Select the app to integrate here as ‘Chat API’.

(b) Select Event & Connect with Mailchimp

Connect with Chat API for Mailchimp to WhatsApp Integration

Next, select the event as ‘Send Message’.

Lastly, click the ‘Connect with Chat API’ button.

Step 8: Connecting Chat API to Pabbly Connect

Next, we’ll connect Chat API with Pabbly Connect to complete our action to send WhatsApp messages to Mailchimp subscribers. For this, log in to your Chat API account.

(a) Copy API URL & Token

Copy Chat API URL & Token

Copy the Chat API’s API URL & token one by one.

(b) Paste the Copied Chat API URL & Token

Paste Chat API URL & Token

Next, paste the copied API URL & token one by one in the connection window. Finally, click on ‘Save’.

(c) Map Fields & Send Test Request

Map Fields & Send Test Request for Mailchimp to WhatsApp Integration

After successfully establishing a connection between Pabbly Connect and Chat API, you’ll see fields like phone number and message. Map the trigger API response within these fields.

To map a value, place your cursor in the field. Then, search for an appropriate response value and select it.

Similarly, you can further map the message field. Also, you can use a combination of the response values as well as plain text to draft your message.

Lastly, click on the ‘Save & Send Test Request’ button to send a message.

(d) Check & Save Response

Save Action Response for Mailchimp to WhatsApp Integration

Certainly, you can check the Chat API’s response in the action window. And, if there is some error while sending the data then the window will start showing you an error.

Finally, save the action API’s response.

Step 9: Check Response in WhatsApp

Response Message for Mailchimp to WhatsApp Integration

Lastly, check the WhatsApp message on the mentioned phone number.

Conclusion –

To sum up, this was all about ‘How to send WhatsApp messages to Mailchimp subscribers’. Consequently, after completing the step by step procedure, you will end up sending WhatsApp messages automatically from Mailchimp subscribers.

In the meantime, you can grab Pabbly Connect for FREE with all its premium features to automate your routine tasks.

Also, share your feedback on the integration in the comment section below.

You May Also Like to Read:

How to Send Examination Results on WhatsApp from Google Sheets

How to Send Examination Results on WhatsApp from Google Sheets

Are you searching for a way to automatically send examination results on WhatsApp directly from Google Sheets?

How to Send Examination Results on WhatsApp from Google Sheets

Well If yes then you’ve landed on the correct place. As in this article, I’m going to automate this with the easiest procedure. Also, this process won’t require any coding or programming. I’ll be using Pabbly Connect service to establish a connection between Google Sheets and WhatsApp for this particular automation.

Pabbly Connect is an integration tool to connect applications and automate routine or manual tasks in real-time.

Furthermore, this process will be just a one-time setup. After that, the created workflow will take care of this WhatsApp message automation.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before starting the procedure, let’s discuss a little bit about the software involved. Google Sheets is an online spreadsheet program available for Free. Whereas, WhatsApp is a messenger application by Facebook.

By integrating Google Sheets with WhatsApp we are going to auto-send examination results on WhatsApp from Google Sheets directly. This way, a message will be sent automatically for every row/data added on Google Sheets.

Also, you can watch the video tutorial below for this integration.

Additionally, I’ve also added the template for this integration. It can help you get started more quickly. To use the workflow template, you can simply click on the image given below. Moreover, you can also check out the Marketplace to search for more integrations & apps.

Send Examination Results on WhatsApp from Google Sheets

Now, buckle up as we’re going to discover the Google Sheets and WhatsApp integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to auto send examination results on WhatsApp from Google Sheets by visiting the Pabbly Connect website. Click on the ‘Sign-Up Free‘ button available on the page. Next, feed in your existing Gmail credentials or simply register via new sign-up.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After successfully logging in to the system, click on the ‘Access Now’ button of the software ‘Connect’ amongst all the other Pabbly applications.

Step 3: Workflow for Google Sheets and WhatsApp Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Google Sheets to WhatsApp integration & to do this click the ‘Create Workflow’ button available on the dashboard.

(b) Name the Workflow

Workflow for Google Sheets to WhatsApp Integration

A box will pop open asking for the workflow name. Name the workflow as per the integration or use-case (for instance: Google Sheets to WhatsApp etc). Lastly, click on the ‘Create’ button.

Step 4: Setting Trigger for Google Sheets to WhatsApp Integration

First, you’ll need to set up a trigger on the new Google Sheets entry and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Google Sheets for Google Sheets to Gmail Integration

After naming your workflow, you can select a trigger. Choose the ‘Google Sheets’ app from the drop-down choices.

(b) Select Event & Copy Webhook URL

Select Event and Copy Webhook URL for Google Sheets to Gmail Integration

Next, select the trigger event as ‘New Spreadsheet Row’ & then click on ‘Copy’ to copy the webhook URL.

Step 5: Connecting Google Sheets to Pabbly Connect

(a) Create a Google Sheet & Click on Addons

Get Addon for Google Sheets to WhatsApp Integration

First, create a new spreadsheet and then enter values associated within multiple columns such as name, roll number, percentage, phone number etc.

Next, click on the ‘Add-ons’ option from the sheet menu & then select the ‘Get Add-ons’ option from the menu that open up.

(b) Search for Pabbly Connect Webhook

Pabbly Connect Webhook for Google Sheets to Gmail Integration

In the Google Workspace Marketplace, search for Pabbly Connect Webhook. Next, click on Pabbly Connect Webhook that appears as a search result.

(c) Install Pabbly Connect Webhook

Install Pabbly Connect Webhook for Google Sheets to Gmail Integration

Once you access the webhook, install it by clicking the ‘Install’ button.

(d) Initial Setup

Initiate Setup for Google Sheets to Gmail Integration

After successfully installing the addon, again go to the add-ons menu option and then click on ‘Initial Setup’ under the installed Pabbly Connect Webhook options.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for Google Sheets and WhatsApp integration. So, let’s test the Google Sheets trigger by sending a test request.

(a) Capture Webhook Response

Capture Webhook Responsefor Google Sheets to Gmail Integration

To test the trigger first, click the ‘Capture Webhook Response’ button available in the trigger window.

(b) Paste the Copied Webhook URL & Click on ‘Send Test’

Paste Webhook URL for Google Sheets to WhatsApp Integration

Next, paste the copied webhook URL in the ‘Webhook URL’ field of your spreadsheet’s addon settings.

Remember to mention the ‘Trigger Column’ value such as A, B, C, D, E etc. This value depends upon the column up to which you want to share the spreadsheet data.

Lastly, click the ‘Send Test’ button to send a test request.

(c) Check & Save the Trigger API Response

Check & Save Trigger Response for Google Sheets to Gmail Integration

Check your data in the trigger response window & save this data.

Step 7: Setting Action for Google Sheets to WhatsApp Integration

Now, as we have gathered all the data to send a message on WhatsApp from Google Sheets. We can proceed to use this data to perform our action. After that, a message will be sent for every sheet entry automatically. We can not send bulk message directly so I’m using Chat API to accomplish this.

(a) Select Application you want to Integrate

Integrate Chat API for Google Sheets to WhatsApp Integration

Click on the plus button available next to your Google Sheets trigger window.

Select the app to integrate here as ‘Chat API’.

(b) Select Event & Connect with Chat API

Connect with Chat API for Google Sheets to WhatsApp Integration

Next, select the event as ‘Send Message’.

Lastly, click the ‘Connect with Chat API’ button.

Step 8: Connecting Chat API to Pabbly Connect

Our next step is to connect Chat API with Pabbly Connect. For this first, log in to your Chat API account.

(a) Copy API URL & Token

Copy Chat API URL & Token for Google Sheets to WhatsApp Integration

After logging into your Chat API account, your API URL & token will be visible. Simply, copy this API URL & token one by one.

(b) Paste the Copied Chat API URL & Token

Paste Chat API URL & Token for Google Sheets to WhatsApp Integration

Next, paste the copied API URL & token in the connection window. Finally, click on ‘Save’.

(c) Map Fields & Send Test Request

Map Fields & Send Test Request for Google Sheets to WhatsApp Integration

After establishing a connection successfully, you’ll see fields like phone number and message. Map the gathered trigger API response within these fields.

You can map a value by clicking the menu button (three horizontal lines) next to a field. Then, search for an appropriate field value and select it.

Similarly, you can also map the message field. Also, you can use a combination of the response values and plain text to draft a message.

Further, click on the ‘Save & Send Test Request’ button to send the message.

(d) Check & Save Response

Check & Save Action API Response for Google Sheets to WhatsApp Integration

Certainly, you can check the Chat API’s response in the action window. And, if there is some error while sending the data then the window will start showing you an error.

Finally, save the action API’s response.

Step 9: Check Response in WhatsApp

WhatsApp Message Response for Google Sheets to WhatsApp Integration

Lastly, check the WhatsApp message on the mentioned phone number.

Conclusion –

To sum up, this was all about ‘How to send examination results on WhatsApp from Google Sheets’. Consequently, after completing the step by step procedure, you will end up sending WhatsApp messages automatically from Google Sheets.

In the meantime, you can opt Pabbly Connect for FREE with all its premium features to automate your routine tasks.

Share your feedback on this integration in the comment section below.

You May Also Like to Read:

How to Add Form Responses to Google Sheets

How to Add Form Responses to Google Sheets

Do you want to add your form responses to Google Sheets automatically?

How to Add Form Responses to Google Sheets

Well if your answer is yes then follow this article to explore the easiest way to implement this automation without coding.  I’ll be using the Pabbly Connect service to establish a connection between Elementor and Google Sheets.

Pabbly Connect is an integration & automation service that connects multiple applications together to automate manual & repetitive tasks in real-time.

Besides, this will be a one-time setup & the created workflow on Pabbly Connect will take care of this automation afterwards.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before starting the procedure, let’s discuss the services a little. Elementor is a page builder plugin that is used to replace the basic WordPress editor with a live frontend editor. Whereas, Google Sheets is a smart online spreadsheet program.

By integrating Elemetor with Google Sheets we are going to add form response to Google Sheets. This way, whenever a form is submitted on Elementor the form details will automatically get added to a Google Sheet.

Additionally, you can also go through the video tutorial below for this integration.

Further, a template for this integration is also mentioned below to help you get started immediately. Click on the image below & use this workflow for your task automation. Additionally, check out the Marketplace to search other integrations & apps.

Add Form Responses to Google Sheets

Now, fasten your seat belts as we’re going to discover the Elemetor and Google Sheets integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to add form responses to Google Sheets by visiting the Pabbly Connect website. Click on the ‘Sign-Up Free‘ button available on the top right corner of the page. Next, either use your existing Gmail account or simply register via new sign-up.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you are successfully logged in, click on the ‘Access Now’ button of the software ‘Connect’ amongst all the other Pabbly applications.

Step 3: Workflow for Elementor and Google Sheets Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Elementor to Google Sheets integration & to do this click the ‘Create Workflow’ button available on the dashboard.

(b) Name the Workflow

Workflow for Elementor to Google Sheets

A window will pop up asking for the workflow name. Name your workflow as per your integration or use-case (for instance: Elementor To Google Sheets ). Lastly, click on the ‘Create’ button.

Step 4: Setting Trigger for Elementor to Google Sheets Integration

First, you’ll need to set up a trigger on the new Elementor form entries and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Elemetor for Elementor to Google Sheets

After naming the workflow, a page will open up along with the trigger settings.

Pick the ‘Elementor Website Builder’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Copy Webhook URL

Select Event & Copy Webhook URL for Elementor to Google Sheets

Select the event as ‘New Form Submission’ & then copy the webhook URL.

Step 5: Connecting Elementor to Pabbly Connect

(a) Open Form with Elementor

Open Form with Elementor for Elementor to Google Sheets

First, log in to your WordPress site where you are using the Elementor plugin. Then open the form in which you want to bring the automation in Elementor.

(b) Click on the Created Form

Click on the Created Form for Elementor to Google Sheets

Next, click on the created form.

(c) Click on Action After Submit

Click on Action After Submit for Elementor to Google Sheets

Now, scroll to the bottom of the left verticle menu and click on the ‘Action After Submit’ option.

(d) Add Action Webhook

Add Action Webhook for Elementor to Google Sheets

Next, select the ‘Webhook’ option from the Add Action drop-down.

(e) Paste the Webhook URL & Click on Update

Paste Webhook URL & Update for Elementor to Google Sheets

Now, paste the copied webhook URL in the field given and then click ‘Update’.

Step 6: Test the Response in Pabbly Connect Dashboard

We are halfway through setting up the trigger for Elementor and Google Sheets integration. So, let’s test the Elementor trigger by making a test form entry.

(a) Capture Webhook Response

Capture Webhook Response for Elementor to Google Sheets

Don’t forget to click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

(b) Submit a Test Form

Submit Elemetor Test Form for Elementor to Google Sheets

Now, open the connected form in a separate window and make a test entry.

Fill in all the required form fields and then click on ‘Send’.

(c) Check & Save the Trigger API Response

Check & Save Test Data for Elementor to Google Sheets

Check the sheet data in the trigger response window & save this data.

Step 7: Setting Action for Elementor to Google Sheets Integration

As we have gathered all the data to add form responses to Google Sheets. We can now proceed to use this data to perform our Google Sheets action. After that, all the form response will get automatically added on the connected Google Sheet.

(a) Create a Google Sheet

Create Google Sheet for Elementor to Google Sheets

The very first step is to create a dedicated Google Sheet along with the columns values that we want to store from the form response.

(b) Select Application you want to Integrate

Integrate Google Sheets for Elementor to Google Sheets

Hit the plus button next to your Elementor trigger.

Select the action app to integrate here as ‘Google Sheets’.

(c) Select Event & Connect with Google Sheets

Connect with Google Sheets for Elementor to Google Sheets

Next, select the event as ‘Add New Row’.

Lastly, click the ‘Connect with Google Sheets’ button.

Step 8: Connecting Google Sheets to Pabbly Connect

Our next step is to connect Google Sheets with Pabbly Connect. For this first, authorize your Google account to connect.

(a) Authorize Google Account

Authorize Google Account for Elementor to Google Sheets

An authorization window will open up next. Authorize your Google account to connect with Pabbly Connect by allowing the required permissions.

(b) Select Spreadsheet & Map Fields

Select Spreadsheet & Map Fields for Elementor to Google Sheets

Further, select the spreadsheet that you created and the sheet within. Also, map the required spreadsheet column values with the gathered response.

To map simply click on the menu button (three horizontal lines) next to any field.

After that, search and select the response value from the trigger response.

Similarly, map all the required fields.

(c) Send Test Request

Send Test Request for Action for Elementor to Google Sheets

Further, click on the ‘Save & Send Test Request’ button to add the response values in the spreadsheet.

(d) Check & Save Response

Check & Save Action Response for Elementor to Google Sheets

Certainly, you can check the Action API’s response in the action window. And, if there is some error while sending the data then the window will start showing you the error.

Finally, click on ‘Save’ to save the action API’s response.

Step 9: Check Response in Google Sheet

Form Data Entry on Google Sheets for Elementor to Google Sheets

Also, you can check the form response’s entry on the connected Google Sheet.

Conclusion –

To sum up, this was all about ‘How to add form responses to Google Sheets ‘. Consequently, after completing this step by step procedure, your form response data will get listed into the Google Sheets automatically.

Meanwhile, you can try Pabbly Connect for FREE with all its premium features.

Also, leave your feedback in the comment section below for this integration.

You May Also Like to Read:

How to Add New Tasks to Google Sheets

How to Add New Tasks to Google Sheets

Do you want to add every new Asana task to Google Sheets automatically?

How to Add New Tasks to Google Sheets

Well if your answer is affirmative then let me tell you the easiest way to do this without any coding or programming. I’m explaining a step by step procedure in this blog. For integrating Asana and Google Sheets, I’m going to use Pabbly Connect. This software will work as a bridge between these services to transfer data instantly.

Pabbly Connect is simply an easy to use integration & automation software used to connect multiple applications to automate manual & repetitive tasks in real-time.

Furthermore, after completing the procedure given you wont need to do any additional settings as the created workflow will take care of the rest.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

Before heading to the procedure, let’s get to know a little bit about the software that are involved. Asana is a project management software whereas, Google sheets is an online spreadsheet program by Google.

By integrating Asana with Google Sheets I’m going to add new tasks to Google Sheets automatically. This way, whenever a new task is added on Asana an entry will be made instantly on Google Sheets.

Additionally, you can also check out a video tutorial embedded below for this particular integration.

Further, I’ve also added a template for this integration to help you get started quickly. You can simply click on the image given below. Moreover, you can always visit Marketplace to search the other integrations & apps.

Add New Tasks to Google Sheets

Now, buckle up and discover the Asana and Google Sheets integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to add new tasks to Google Sheets automatically by visiting the Pabbly Connect website. Click the ‘Sign-Up Free‘ button available on the home page. Next, either use your existing Gmail credentials or simply make registration via new sign-up.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After successfully logging in, click the ‘Access Now’ button of the software ‘Connect’ amongst all the Pabbly applications.

Step 3: Workflow for Asana and Google Sheets Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow for Asana to Google Sheets integration & to do this click the ‘Create Workflow’ button available on the dashboard.

(b) Name the Workflow

Workflow for Asana to Google Sheets

A window asking for the workflow name will pop up. Now, name the workflow as per the integration or use-case (for instance: Asana To Google Sheets). Lastly, click on the ‘Create’ button.

Step 4: Setting Trigger for Asana to Google Sheets Integration

At first, you’ll need to set up a trigger on the new Asana task entry and then its respective action using Pabbly Connect.

(a) Select Application you want to integrate

Integrate Asana for Asana to Google Sheets

After naming your workflow, a page will open up carrying the trigger window settings.

Pick the ‘Asana’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Connect with Asana

Connect with Asana for Asana to Google Sheets

Select the event as ‘New Task in Project’ & then click on ‘Connect with Asana’.

Step 5: Connecting Asana to Pabbly Connect

(a) Authorize Asana Account

Authorize Asana Account for Asana to Google Sheets

To connect Asana with Pabbly connect, click on the ‘Connect with Asana’ button that appears within the window that slides in from the right.

Also, allow for the permissions required to connect your Asana account with Pabbly Connect.

(b) Select a Project & Send Test Request

Select Project & Send Test Request for Asana to Google Sheets

After the authorization, select the Asana project that you want to connect with Pabbly Connect. And if you haven’t created the project on Asana yet then first, create a project on Asana and then click on the ‘Refresh’ button.

Once you are done selecting a project, click on the ‘Save & Send Test Request’ button.

Check the response of the connection in the API response.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for the Asana and Google Sheets integration. So, let’s test the Asana trigger by adding a test task.

(a) Capture Webhook Response

Capture Webhook Response for Asana to Google Sheets

The first thing to do is, click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

(b) Add a Test Task

Add Task for Asana to Google Sheets

Now, go back to your Asana account and create a test task. To create a task, simply click on the ‘Add task’ button within the selected project. Name it and add details like Assignee, Due Date, Description etc.

Check the response for the test task creation, you won’t find any data directly coming into the response.

Step 7: Get Task Details

To get the detailed data for the Asana task, we can map the task id and then get the detailed data. But, if we directly get the data then at the end of this workflow, we’re still not able to get the data in the sheet. So at first, we must add a delay function to resolve this.

(a) Add Delay

Add Delay for Asana to Google Sheets

To add a delay, simply click the plus button next to your trigger. Then, choose the app as ‘Delay’ and the delay value as ‘1’. Later, click on ‘Save & Send Test Request’.

(b) Get Task Details

Get a Task for Asana to Google Sheets

Now, integrate asana again as an action to get the task details. Select the app as ‘Asana’ and the event as ‘Get a Task’. Lastly, click on ‘Connect with Asana’.

(c) Map Task ID & Send Test Request

Map Task Id & Send Test Request for Asana to Google Sheets

Map the ‘Task ID’ from the trigger response.

Check the response, you can see all the test values in the response fields.

Step 8: Setting Action for Asana to Google Sheets Integration

Now, as we have gathered all the task data from Asana. We can proceed to use this data to perform our action. After that, the data will be added to Google Sheets automatically.

(a) Create a Google Sheet

Create Google Sheet for Asana to Google Sheets

To save the task entries in a Google Sheet, create a dedicated Google Sheet with the column heads to enter the task details.

(b) Select Application you want to Integrate

Integrate Google Sheets for Asana to Google Sheets

Hit the plus button next to your Asana ‘Get a Task’ action window.

Select the app to integrate here as ‘Google Sheets’ and event as ‘Add New Row’.

(c) Authorize Google Account

Connect with Google Sheets for Asana to Google Sheets

Next, click on the ‘Connect with Google Sheets’ button in the window that slides in from the right.

(d) Select Spreadsheet & Map Fields

Select Spreadsheet & Map Field for Asana to Google Sheets

Once the Google account authorization is completed. Select the spreadsheet and sheet. Also, map the spreadsheet fields with the response values.

To map a field value, click on the mapping button (i.e. button with three vertical lines) next to any particular field. Then, select the response value that you want to map with that field.

(e) Send Test Request

Send Test Request for Action for Asana to Google Sheets

After mapping all the fields, click on the ‘Save & Send Test Request’.

Step 9: Check Response in Google Sheets

Task Entry in Google Sheet for Asana to Google Sheets

Also, you can check the task entries on your connected Google Sheets Account.

Conclusion –

This was all about ‘How to add new tasks to Google Sheets’. Consequently, after completing the step by step procedure, you will end up adding tasks from Asana to Google Sheets automatically.

Meanwhile, you can opt Pabbly Connect for FREE with all its premium features to automate your routine tasks.

Also, comment below your feedback about this automation.

You May Also Like to Read:

How to Send Birthday Cards Wishes on WhatsApp from Google Sheets

How to Send Birthday Cards Wishes on WhatsApp from Google Sheets

Do you want to automatically send birthday cards and wishes on WhatsApp from Google Sheets?

How to Send Birthday Cards Wishes on WhatsApp from Google Sheets

If your answer is a yes then follow this step by step procedure. As there is no direct integration between these Google Sheets and WhatsApp. We’ll be using Pabbly Connect software to connect these two apps together for automation. Moreover, you only need to follow this procedure once and after that, the created workflow will automatically send the birthday wishes on time.

In essence, the Pabbly Connect service is an automation & integration tool that enables you to integrate numerous apps together to automate routine tasks in real-time.

The best of doing this automation through Pabbly Connect is, you don’t need any coding or programming knowledge in the procedure.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect  

But, before starting the step by step procedure, first, let’s get to know the services involved in the workflow. Google Sheets is an online spreadsheet program by Google. Whereas, WhatsApp is a cross-platform centralized messaging service.

After setting up this workflow birthday cards & wishes are sent automatically using Google Sheets entries.

Additionally, check out the video tutorial given below for this particular integration.

Also, we have attached below is a template for this integration to help you get started quickly. Just click on the below image. Moreover, you can also visit the Marketplace to look for numerous other integrations & apps.

Send Birthday Cards Wishes on WhatsApp from Google Sheets

So, buckle up as we’re going to discover the Google Sheets and WhatsApp integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to send birthday cards wishes on WhatsApp from Google Sheets by visiting the Pabbly Connect website. On the home page, click the ‘Sign-Up Free‘ button and then either enter your existing Gmail credentials or simply fill up the signup form to register.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After that, click on the ‘Access Now’ button of the service ‘Connect’ (as shown in the above image) amongst the various other Pabbly applications.

Step 3: Workflow for Google Sheets and WhatsApp Integration

(a) Start with a New Workflow

Create New Workflow

Start creating a workflow for this integration by clicking the ‘Create Workflow’ button.

(b) Name the Workflow

Workflow for Google Sheets to WhatsApp Integration

Now, you can name the workflow as per the integration or use-case (for instance: WhatsApp Birthday Messages From Google Sheets etc). Finally, click the ‘Create’ button available.

Step 4: Setting Trigger for Google Sheets to WhatsApp Integration

To automatically send birthday wishes on WhatsApp, first, you’ll need to set up a trigger on the Google Sheets entries and its respective action to send birthday wishes on WhatsApp using Pabbly Connect. But, the very first thing is to check for any birthdays daily.

(a) Select Application you want to integrate

Integrate Schedule for Google Sheets to WhatsApp Integration

After naming your workflow, a page will open up along with the trigger window settings.

Pick the ‘Schedule’ app from the ‘Choose App’ drop-down choices.

(b) Select Scenario, Time & Connect Click Save

Select Run Scenario and Time for Google Sheets to WhatsApp Integration

Select the ‘Run Scenario’ field value as ‘Every day’.

Next, select the time as per URC format.

Step 5: Connecting Google Sheets to Pabbly Connect

Before conning the system with a Google Sheet first, create a Google Sheet with details of the person whom you want to auto-send birthday wishes.

(a) Create Google Sheet & Enter Values

Create Spreadsheet for Google Sheets to WhatsApp Integration

Log in to your Google Sheets and create a spreadsheet for this purpose. Also, enter values like name, phone number, message, image URL, birth date etc.

(b) Select Application you want to integrate

Integrate Google Sheets for Google Sheets to WhatsApp Integration

Now, click on the plus ‘+’ button next to your trigger window. Then, select the ‘Google Sheets’ app from the choose app dropdown.

(c) Select Event & Connect with Google Sheets

Select Event Connect with Google Sheets for Google Sheets to WhatsApp Integration

Next, select the event as ‘Get Row(s)’ and click on the ‘Connect with Google Sheets’ button.

(d) Authorize Google Account

Authorize Google Account for Google Sheets to WhatsApp Integration

Further, authorize your Google account connection by allowing Pabbly Connect some specific permissions.

(e) Select Spreadsheet, Range and Send Test Request

Select Spreadsheet Range and Send Trigger Test Request for Google Sheets to WhatsApp Integration

After the authorization, select the spreadsheet that you created for this automation.

Next, specify the range from the spreadsheet up to which the automation will run. To mention the range value simply select the rows and column in your spreadsheet. When you select a particular range in spreadsheets it starts showing the range on the top left corner. Copy that range parameter and paste it here.

Lastly, click on the ‘Save & Send Test Request’ button.

(f) Toggle Response & Send Test Request

Toggle Response & Send Test Request for Google Sheets to WhatsApp Integration

Here, you can see that the response is in a separate format. To gather this response together toggle the ‘Simple Response’ button and click ‘Save & Send Test Request’.

(g) Check and Save the API Response

Check and Save the API Response for Google Sheets to WhatsApp Integration

At this point, the response value came into a JSON format. Simply, save this response.

Step 6: Add an Iterator

As of now, the trigger response is in a single JSON format. To separate it value-wise we must pass it through an iterator.

(a) Select Application you want to integrate

Integrate Iterator for Google Sheets to WhatsApp Integration

Click on the ‘+’ button next to your Google Sheet integration window. then, select the ‘Iterator’ option from the ‘Choose App’ field’s deop-down.

Finally, click on the ‘Save & Send Test Request’ button.

(b) Check & Save Iterator Response

Check & Save Iterator Response for Google Sheets to WhatsApp Integration

Remember to save the iterator’s API response.

Step 7: Connect JSON Extractor

Up to the last iterator response, we’ve separated the response for a single row. Now to generate a message the values are required to be in plain text format. So, integrating a JSON extractor is required to do so.

(a) Select Application you want to integrate

Integrate JSON Extractorfor Google Sheets to WhatsApp Integration

Click on the plus button next to the iterator window. Then, pick the ‘JSON Extractor’ app. Also, select the ‘Extract JSON Data’ option from the ‘Action Event’ drop-down.

Lastly, click ‘Connect with JSON Extractor’.

(b) Map Iterator Response

Map Iterator Response for Google Sheets to WhatsApp Integration

Map the iterator response with the ‘Data’ field of the JSON extractor.

To map a value from the previous trigger/event’s response, click on the menu icon (three horizontal lines) next to a field.

Then, click select the Iterator response.

(c) Check and Save JSON Extractor Response

Check and Save JSON Extractor Response for Google Sheets to WhatsApp Integration

Check and save the JSON response.

Step 8: Add Date Time Formatter

Now, all the data is available for sending a message from the automation. We can now simply apply a condition to compare the current date with the person’s birthdate. But, to compare two values that must be into the same format.

(a) Select Application you want to integrate

Itegrate Date Time Formatter for Google Sheets to WhatsApp Integration

Now, integrate a Date/time Formatter for formatting the current date. To do so, simply select the ‘Date/time Formatter’ in the Choose App drop-down and ‘Current Date’ option from the Action Event drop-down.

Lastly, click on the ‘Connect with Date/Time Formatter’ button.

(b) Select Date Format & Send Test Request

Select Format and Send Test Request for Google Sheets to WhatsApp Integration

After connecting with the Date/Time Formatter, select a format for your current date to convert into.

Keep the ‘Include time in response’ field value as ‘False’ and click on ‘Save & Send Test Request’ button.

(c) Format the Birthdate

Integrate Date Time Formatter for Birthdate for Google Sheets to WhatsApp Integration

Now, integrate the Date/time Formatter for the birthdate. For this select the ‘Format Date Only’  event rest of the procedure is similar to the current date.

(d) Map the Birthdate

Map Birthdate for Google Sheets to WhatsApp Integration

Map the birthdate from the JSON Extractor response.

Step 9: Compare Current Date with Birthdate

Now, as both the dates are in the same format. We can apply a comparison between them. So first lest split the date in day and month.

(a) Select Application you want to Integrate

Integrate Text Formatter for Google Sheets to WhatsApp Integration

Select the ‘Text Formatter’ app from the Choose App drop-down and ‘Split Text’ option from the ‘Action Event’ options. Click on ‘Connect with test Formatter.

(b) Map Current Date, Place Separator Value & Send Test Request

Map Date Place Separator Value & Send Test Request for Google Sheets to WhatsApp Integration

We want to separate the date value from the ‘/’ separator that why first, we’ll map the formatted current date in the ‘text to Split’ field. Next, place a ‘/’ symbol in the separator field and the ‘All’ option from the Segment Index options.

Lastly, click on the ‘Save & Send Test Request’ button.

Save the formatted response and repeat this step for the birthdate as well.

(c) Select Application you want to Integrate

Integrate Filter for Google Sheets to WhatsApp Integration

For sending a wish on the birthday first let’s compare the dates. For this, integrate a filter.

(d) Map Values for Comparision

Map Values for Comparision for Google Sheets to WhatsApp Integration

When you choose the filter option from the choose app field options. A value comparison will become visible. Map the current day with the birthday and the current month with the birth month along with the condition in between as ‘Equal To’.

Lastly, click the ‘Save & Send Test Request’ button.

Step 10: Setting Action for Google Sheets to Whatsapp Integration

Now, as we have gathered all the data to send birthday wishes on WhatsApp from Google Sheets. We can proceed to use this data to perform our action. After that, a message will be auto-sent on WhatsApp for every person listed on your spreadsheet.

(a) Select Application you want to Integrate

Integrate Chat API for Google Sheets to WhatsApp Integration

Now, we’ll use the ‘Chat API’ to send a WhatsApp message. So, select the ‘Chat API’ option from the Choose App drop-down. Also, select the event as ‘Send File’ and then click on ‘Connect with Chat API’.

(b) Copy Chat API URL & Token

Copy Chat API URL & Token for Google Sheets to WhatsApp Integration

Further, go to your Chat API account and copy the API URL and token.

(c) Paste API URL & Token

Eneter API URL & Token for Google Sheets to WhatsApp Integration

Paste the copied API URL and token in the Pabbly Connect connection window.

(d) Map the Required Fields & Message Body

Map Fields & Send Action Test Request for Google Sheets to WhatsApp Integration

Map all the required fields such as phone number, event and caption. Also, draft a message using the response value and plan test.

Finally, click ‘Save’ to save the action API’s response.

Step 11: Check Response in WhatsApp

Whats App Message for Google Sheets to WhatsApp Integration

Also, you can check the birthday wish on Whatsapp.

Conclusion –

To sum up, this was all about ‘How to send birthday cards wishes on WhatsApp from Google Sheets’. Consequently, after completing the step by step procedure, you will end up sending birthday cards and wishes on WhatsApp automatically using the entries of your Google Sheet.

Meanwhile, you can automate your routine tasks on Pabbly Connect for FREE with all its premium features.

Also, drop your feedback about this procedure in the comment section below.

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