How to Send Email From Google Sheets

How to Send Email From Google Sheets

Are you wondering how you can send email from Google Sheets automatically?

How to Send Email From Google Sheets

If yes, then let me tell you the easiest way to do so that too without any coding. In this article, I’ve explained the step by step procedure. For this automation, I’ve used the Pabbly Connect service to establish a connection between Google Sheets and Gmail.

So basically, Pabbly Connect is an integration & automation service that enables you to connect multiple applications together and automate manual & repetitive tasks in real-time.

Moreover, the procedure explained in this blog is just a one-time setup. The created workflow will take care of the 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 getting started with the procedure, let’s discuss a little about the services that are involved. Google Sheets is an excellent spreadsheet program. Whereas, Gmail is a free email service.

By integrating Google Sheets with Gmail we are going to auto-send email from Google Sheets entries. This way, whenever a new row/data is added on Google Sheets an email for that particular entry is sent automatically.

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

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

Send Email From Google Sheets

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

Step 1: Sign up to Pabbly Connect

Sign Up

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

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Google Sheets and Gmail Integration

(a) Start with a New Workflow

Create New Workflow

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

(b) Name the Workflow

Workflow for Google Sheets to Gmail Integration

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

Step 4: Setting Trigger for Google Sheets to Gmail 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, a page will open up carrying the trigger window settings.

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

(b) Select Event & Copy Webhook URL

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

Select the event as ‘New Spreadsheet Row’ & then copy the webhook URL.

Step 5: Connecting Google Sheets to Pabbly Connect

(a) Create a Google Sheet & Click on Addons

Click on Addons for Google Sheets to Gmail Integration

To connect Google Sheets with Pabbly connect first, create a new spreadsheet. Also, enter values associated within multiple columns such as name, email, subject, message etc.

Then, click on the ‘Add-ons’ option available in the sheet menu. Next, click on the ‘Get Add-ons’ option.

(b) Search for Pabbly Connect Webhook

Pabbly Connect Webhook for Google Sheets to Gmail Integration

Now search for the Pabbly Connect Webhook in the given search bar. Select the Pabbly Connect Webhook.

(c) Install Pabbly Connect Webhook

Install Pabbly Connect Webhook for Google Sheets to Gmail Integration

Install this addon on your spreadsheet by clicking the ‘Install’ button.

(d) Initial Setup

Initiate Setup for Google Sheets to Gmail Integration

Next, click on ‘Initial Setup’.

Step 6: Test the Response in Pabbly Connect Dashboard

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

(a) Capture Webhook Response

Capture Webhook Responsefor Google Sheets to Gmail Integration

Remember to click on the ‘Capture Webhook Response’ button available in the Pabbly Connect trigger window.

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

Test Trigger for Google Sheets to Gmail Integration

Now, paste the copied (from Pabbly Connect trigger) webhook URL from in the ‘Webhook URL’ field.

Don’t forget to mention the ‘Trigger Column’ value. Mention the letter (i.e. A, B, C, D etc) respective to the column up to which you want to share the spreadsheet data.

Lastly, click on the ‘Send Test’ button to send a test request on the Pabbly Connect trigger.

(c) Check & Save the Trigger API Response

Check & Save Trigger Response for Google Sheets to Gmail Integration

Check the sheet data in the trigger response window and remember to save this data.

Step 7: Setting Action for Google Sheets to Gmail Integration

Now, as we have gathered all the data to send an email on Gmail from Google Sheets. We can proceed to use this data to perform our action. After that, an email will be sent for every new sheet entry automatically.

(a) Select Application you want to Integrate

Integrate Gmail for Google Sheets to Gmail Integration

Hit the plus button next to your Google Sheets trigger.

Select the app to integrate here as ‘Gmail’.

(b) Select Event & Connect with Google Sheets

Select event and Connect with Gmail for Google Sheets to Gmail Integration

Next, select the event as ‘Send an Email’.

Lastly, click the ‘Connect with Gmail’ button.

Step 8: Connecting Gmail to Pabbly Connect

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

(a) Authorize Gmail Account

Authorize Gmail Account for Google Sheets to Gmail Integration

An authorization window will open up next. Allow your Gmail account to connect with Pabbly Connect by giving the required permissions.

(b) Map Fields

Map Fields for Google Sheets to Gmail Integration

Further, select the map the webhook response values with the mail fields.

To map a value, click on the menu button (three horizontal lines) next to a field.

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

Similarly, map all the required fields.

(c) Send Test Request

Test Action for Google Sheets to Gmail Integration

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

(d) Check & Save Response

Check & Save Action Response for Google Sheets to Gmail Integration

Certainly, you can check the Gmail 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 Gmail

Action Response on Gmail for Google Sheets to Gmail Integration

Also, you can check the email on your connected Gmail Account.

Conclusion –

To sum up, this was all about ‘How to send email from Google Sheets’. Consequently, after completing the step by step procedure, you will end up sending emails from 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 queries and suggestions about this procedure.

You May Also Like to Read:

How to Send Slack Notifications on New Cards in Trello

Send Slack notifications on New Cards in Trello

Are you searching for a way to automatically send a Slack notification whenever a new card is created on Trello?

Send Slack notifications on New Cards in Trello

Well, if your answer is yes then follow this blog for the easiest procedure. As I’m going to walk you through the step by step process that doesn’t even require any coding. You must be aware that there is no direct integration between these two tools namely Slack and Trello. So, we’ll be using Pabbly Connect to establish a connection in between for this particular automation.

Pabbly Connect is automation software that enables integrating multiple applications to automate manual & repetitive tasks in real-time.

Most importantly, you only have to complete this procedure once and the created workflow will take care of the rest 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  

But, before heading directly onto the procedure, first, let’s get to know a little about the services that are involved. Slack is a business communication platform. Whereas, Trello is a project management software that organizes your projects into boards.

After setting up this workflow a notification will be send on the communication platform i.e, Slack whenever there is a new card entry on Trello.

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

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

How to Send Slack notifications on New Cards in Trello

So, buckle up as we’re going to discover the Slack and Trello integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure to send Slack notifications on new cards in Trello by visiting the Pabbly Connect website. On the home page, click on the ‘Sign-Up Free‘ button available. Next, 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 software ‘Connect’ (as shown in the above image) among the various Pabbly applications.

Step 3: Workflow for Trello and Slack Integration

(a) Start with a New Workflow

Create New Workflow

Further, start creating a workflow for the integration & to do this click the ‘Create Workflow’ button.

(b) Name the Workflow

workflow_for_trello_to_slack

Now, name the workflow as per the integration or use-case (for instance: Trello to Slack etc). Finally, click on the ‘Create’ button available.

Step 4: Setting Trigger for Trello to Slack Integration

To automatically send a notification on your communication platform, you’ll need to set-up a trigger on the new Trello card entry and its respective action to send Slack notifications on new cards in Trello using Pabbly Connect.

(a) Select Application you want to integrate

integrate_trello_for_trello_to_slack

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

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

(b) Select Event & Connect with Trello

Select Method & Connect with Trello

Select the event as ‘New Card’ & then click on the ‘Connect with Trello’ button.

Step 5: Connecting Trello to Pabbly Connect

The system is asking for a Trello account username and API key and token. So, sign in to your Trello account to fill the necessary field details.

(a) Login to Your Trello Account

Copy Username

After successfully signing into your Trello account, click on the profile icon available on the top right corner of the page. Afterwards, select the ‘Profile and Visibility’ option from the menu.

A page will open up containing your Trello username. Simply select and copy this username.

(b) Paste the Username

Paste Username

Now, paste the copied Trello username in the Pabbly Connect trigger connection window.

(c) For API Key & Token Click the ‘here’ Text Anchor

Click Here

Now, to fill in the API Key & token, click on the ‘here’ text anchor on the same Pabbly Connect trigger connection window or go to the link ‘https://trello.com/app-key/’.

(d) Copy API Key

Copy API Ke

Copy the Trello API key from here.

(e) Paste the Copied API Key

Paste API Key

Paste the Trello API key in the Pabbly Connect trigger connection window’s ‘API Key’ field.

(f) Generate Token

Click on Generate Token

Next, on the Trello API Key window, you will find a link to generate the token. Click on the ‘Token’ anchor to generate a token.

You’ll be direct to authorize your Trello account next. Authorize the system and complete the token generation process.

(g) Copy the Token

Copy Token

Copy the generated Trello token.

(h) Paste the Token

Paste Token & Save

Paste the copied Trello token and then click on the ‘Save’ button.

(i) Select the Board & List

select_board_and_list_for_trello_to_slack

Once you’ve successfully authorized & connected your Trello account, the system will auto-populate all the boards as well as lists created on the connected account.

Select the board and list that you want to use for this automation.

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

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for Trello and Slack integration. So, let’s test the Trello trigger by adding test card.

(a) Capture Webhook Response

Capture Webhook Response for Trello to Google Calendar

Click the ‘Capture Webhook Response’ button first.

(b) Click on ‘Add a card’

click_on_add_a_card_for_trello_to_slack

Now, go back to your Trello account and click on ‘Add a card’.

(c) Name & Add a Card

add_card_for_trello_to_slack

Next, name the card and click on the ‘Add Card’ button.

(d) Check & Save the Trigger API Response

trigger_response_for_trello_to_slack

Check the card data in the trigger response window and remember to save this data.

Step 7: Set-up a Filter

You must be wondering why we need to add a filter here. The answer to this is, when you create a workflow without a filter the workflow will run repetitively for each card event such as card created, card updated, card deleted etc. So, to prevent this from happening we’ll simply add a filter condition that will only allow newly created cards.

(a) Select Application you want to integrate

set_filter_for_trello_to_slack

Click the plus button next to your trigger window. Next, select the Choose App value as ‘Filter’.

(b) Define Filter Condition & Send Test Request

filter_condition_for_trello_to_slack

Now first, select the ‘type: createCard’ response value in the first condition box.

Second, make sure the second box value to be ‘Equal to’.

Lastly, write ‘createCard’ in the third box,

Then, click the ‘Save & Send Request’ button.

Step 8: Add a Delay Function

As you can see adding a card name and adding the other details to that particular card are who different events on Trello. So, when you design the workflow without a delay function that it will separately for each separate event like naming a card, adding the details etc. And to avoid this from happening we are placing a simple delay function in between.

(a) Add Delay

set_delay_for_trello_to_slack

Hit the plus (+) button and then select the choose app field as ‘Delay’. Also, select the delay value as ‘1’ and then click on ‘Save & Send Test Request’.

(b) Check Delay Success

check_delay_response_success_for_trello_to_slack

Check whether your delay is working fine or not in the response window.

Step 9: Get Card Details

(a) Click on Card

click_on_card_for_trello_to_slack

Next, we need to add the details for the card name. So, click on the created card first.

(b) Add Card Details

add_card_details_for_trello_to_slack

Add the card details.

(c) Get Card Details to Send Slack Notifications on New Cards in Trello

get_card_details_for_trello_to_slack

Next, click on the plus button and again select the ‘Trello’ app from choose app dropdown. This time select the event as ‘Get Card Details’.

(d) Again Connect with the Same Trello Account

select_recent_credentials_for_trello_to_slack

Now, you don’t need to fill in the API key and token. Select the recent credentials from the ‘New Credentials’ list instead.

(e) Map Card ID

map_card_id_for_trello_to_slack

Now, map the card id from the previous response.

To map the card id, click on the menu button (i.e. three horizontal lines) next to the field. Then, find and click on the response value from the captured trigger response.

(f) Send Test Request

send_test_request_for_trello_to_slack

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

Step 10: Setting Action for Trello to Slack Integration

Now, as we have gathered all the data to send notification on Slack from the new Trello card. We can proceed to use this data to perform our action. After that, a notification will be sent on the Slack channel for every new Trello card entry automatically.

(a) Select Application you want to Integrate

integrate_slack_for_trello_to_slack

Hit the plus button and select the app to integrate here as ‘Slack’.

(b) Select Event & Connect with Slack

connect_with_slack_for_trello_to_slack

Next, select the event as ‘Send Channel Message (without Image)’.

Lastly, click the ‘Connect with Slack’ button.

(c) Authorize Slack Account

authorize_slack_for_trello_to_slack

An authorization window will open up next. Allow your Slack account to connect with Pabbly Connect by giving the required permissions.

(d) Select Channel,  Message Type & Draft Message

select_channel_message_type_and_mesege_for_trello_to_slack

Further, select the channel as well as message type. Also, draft the message. You can use the response values along with some general text to create a message.

(e) Send Test Request

send_test_request_for_action_for_trello_to_slack

Further, mention a bot name and then click on the ‘Save & Send Test Request’ button to send a request for sending a Slack notification.

(f) Check & Save Response

save_action_response_for_trello_to_slack

Certainly, you can check the Slack 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 ‘Save’ to save the action API’s response.

Step 11: Check Response in Slack Channel

notification_on_slack_channel_for_trello_to_slack

Also, you can check the notification on your connected Slack account.

Conclusion –

To sum up, this was all about ‘How to send Slack notifications on new cards in Trello’. Consequently, after completing the step by step procedure, you will end up sending a Slack notification for every new Trello card entry automatically.

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

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

You May Also Like to Read:

How to Add Facebook Leads to Google Sheets

How to Add Facebook Leads to Google Sheets

Do you want to automatically list your Facebook leads on a Google Sheet & are here looking for a way?

How to Add Facebook Leads to Google Sheets

Then you have landed on the right post, in this article, I’m going to walk you through the step by step procedure on, how to add Facebook leads to Google Sheets and automate the tasks within minutes. You must be aware that there is no native integration between these services. So, we’ll be using Pabbly Connect to establish a connection in between for automation.

Pabbly Connect is an integration tool that enables integrating multiple applications to automate manual & repetitive tasks in real-time.

Moreover, this workflow is a one-time setup & after that, the created workflow will take care of the automation. Also, you don’t have to learn programming to use this tool, even a non-technical person can use Pabbly Connect efficiently.

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 heading straight to the procedure first, let’s get to know a wee bit about the services involved. Facebook Lead ads enable advertisers to gather information from prospects directly from mobile ads. Whereas, Google Sheets is a web-based spreadsheet program.

After setting up this workflow the leads will get listed onto a spreadsheet automatically i.e, Google Sheets whenever there is a new lead entry on Facebook.

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

Also, we have added the template for this integration to help you get started immediately. You can simply click on the image given below to start. Moreover, you can visit Marketplace to look for numerous other integrations & apps.

Add Facebook Leads to Google Sheets

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

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure of adding Facebook leads by visiting the Pabbly Connect website. There, hit the ‘Sign-Up Free‘ button available. Enter your existing Gmail credentials or simply fill up the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for Facebook and Google Sheets Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow to add leads on sheet for every new Facebook lead & to do this click the ‘Create Workflow’ button first.

(b) Name the Workflow

workflow_for_facebook_to_google_sheets

Now, name the workflow as per the integration or use-case (for instance: Facebook to Google Sheets etc). Finally, click on the ‘Create’ button available.

Step 4: Setting Trigger for Facebook to Google Sheets Integration

To automatically add leads to your spreadsheet program, you’ll need to set-up a trigger on the new Facebook Lead entry and its respective action to add the lead data on Google Sheets using Pabbly Connect.

(a) Select Application you want to integrate

integrate_facebook_for_facebook_to_google_sheets

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

Pick the ‘Facebook Lead Ads’ app from the ‘Choose App’ drop-down choices.

(b) Select Event & Connect with Facebook

Connect_with_facebook_lead_ads_for_facebook_to_google_sheets

Select the event as ‘New Lead’ & then click on the ‘Connect with Facebook Lead Ads button.

Step 5: Connecting Facebook Lead Ads to Pabbly Connect

(a) Authorize Facebook Account

authorize_facebook_for_facebook_to_google_sheets

In the window that slides in from the right, click on the ‘Connect with Facebook Lead Ads’ button. Then, authorize the Facebook and Pabbly Connect integration by allowing for the requested permissions.

(b) Select Page & Form

select_page_and_form_for_facebook_to_google_sheets

Next, select the Facebook page and the Lead Form from which you want to gather the lead data from.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for Facebook and Google Sheets integration. So, let’s test the Facebook Leads Ads trigger by adding test lead details.

(a) Create Lead

create_lead_for_facebook_to_google_sheets

To test the set trigger first, go to your selected lead form on the Facebook Lead Ads group. And add a test lead through the form.

(b) Click on Send Test Request

send_test_request_for_facebook_to_google_sheets

Now, go back to your Pabbly Connect trigger window and click on the ‘Save & Send Test Request’ button.

When we click on ‘Save & Send Request’, it will start showing data of the recently created lead.

(c) Check & Save the Trigger API Response

check_save_trigger_api_response_for_facebook_to_google_sheets

Check the lead data in the trigger response window and remember to save this data.

Step 7: Setting Action for Facebook to Google Sheets Integration

Now, as we have gathered all the data to store on Google Sheet from the Facebook lead form. We can proceed to use this data to perform our action. After that, every lead from Facebook will be added automatically to your spreadsheet.

(a) Select Application you want to Integrate

integrate_google_sheets_for_facebook_to_google_sheets

Hit the plus button next to your Facebook Lead Ads trigger.

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

(b) Select Event & Connect with Google Sheets

select_event_and_connect_with_google_sheets_for_facebook_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

Ou next step is to connect Google Sheets with Pabbly Connect. For this first, create a dedicated Google Sheet to add the Facebook Lead Ads data. Then, authorize your Google account to connect.

(a) Authorize Google Sheets Account

connect_with_google_sheets_for_facebook_to_google_sheets

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

(b) Select Spreadsheet, Sheet & Map Fields

map_response_values_for_facebook_to_google_sheets

Further, select the spreadsheet as well as a sheet in it & map the response values with the sheet heads.

To map a value, click on the menu button (three horizontal lines) next to a field.

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

Similarly, map all the required fields.

(c) Send Test Request

save_and_send_action_test_request_for_facebook_to_google_sheets

Further, click on the ‘Save & Send Test Request’ button to send a request for a lead entry on Google Sheets.

(d) Check & Save Response

save_action_response_for_facebook_to_google_sheets

Certainly, you can check the APIs 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, hit ‘Save’ to save the action API’s response.

Step 9: Check Response in Google Sheets

action_response_on_google_sheets_for_facebook_to_google_sheets

Also, you can check the lead’s entry on your connected Google Sheet.

Conclusion –

To sum up, this was all about ‘How to Add Facebook Leads to Google Sheets’. Consequently, after completing the step by step procedure, you will end up adding Facebook Leads to Google Sheets on every new lead entry automatically.

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

Also, comment below your queries and suggestions about this procedure.

You May Also Like to Read:

 

 

 

How to Send SMS Alert on New Form Submissions

Send SMS Alert on New Form Submissions

Are you looking for some way to send a Twilio SMS alert on new form submissions on JotForm?

Send SMS Alert on New Form Submissions

In this article, I’m going to tell you, how to integrate JotForm with Twilio and automate the tasks within a few minutes. As there is no native integration between these services. So, we’ll be using a third software to establish a connection in between i.e. Pabbly Connect to perform this automation.

Basically, Pabbly Connect is an integration tool that allows integrating two or more applications to automate manual & repetitive tasks in real-time.

Moreover, this workflow setting is a one-time process & after that, the created workflow will take care of the rest. Also, you don’t have to learn any coding skill to use this tool, even a non-technical person can use Pabbly Connect efficiently.

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 jumping right onto the procedure first, let’s get to know a little bit about the services involved. JotForm is a form builder software for creating online forms for generating leads, surveys, collecting payments and much more. Whereas, Twilio is a messaging API to send as well as receive SMS, MMS, OTT messages globally.

Consequently, once you’re done setting up this workflow an SMS alert is sent on your communication platform automatically i.e, Twilio whenever there is a new form submission on JotForm.

Additionally, shown below is a video tutorial for this particular integration. So, check it out –

Besides, we have also added the template for this integration to help you get started immediately. You can click on the image given below to get started. Also, you can always visit Marketplace to look for more integrations & apps.

Send SMS Alert on New Form Submissions

So, buckle up as we’re going to discover the JotForm and Twilio integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure of connecting JotForm with Twilio by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. You can enter your existing Google credentials or simply fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

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

Step 3: Workflow for JotForm and Twilio Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow to send SMS alert for every new JotForm submission & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

create_workflow_for_jotform_to_twillio

Now, name the workflow as per the integration or use-case (for instance: JotForm to Twilio etc). Finally, click on the ‘Create’ button available.

Step 4: Setting Trigger for JotForm to Twilio Integration

To automatically send an SMS alert for the newly added form submissions, you’ll need to set-up a trigger on the new JotForm form submissions and its respective action to send an SMS alert on Twilio using Pabbly Connect.

(a) Select Application you want to integrate

integrate_jotform_for_jotform_to_twillio

When you click on the create, a page will open up carrying the trigger window.

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

(b) Select Event & Copy the Webhook URL

select_event_and_copy_url_for_jotform_to_twillio

Select the event as ‘New Response’ & then copy the given webhook URL.

Step 5: Connecting JotForm to Pabbly Connect

To connect JotForm with Pabbly connect, you’ll need to login into your JotForm account & paste the copied webhook URL after creating a webhook.

(a) Edit a Form

edit_form_for_jotform_to_twillio

After successfully signing in to your JotForm account, access the form that you want to connect with and click on the ‘Edit Form’ button.

(b) Go to Your JotForm Settings

jotform_settings_for_jotform_to_twillio

On the next page, click on the ‘Settings’ option available in the horizontal menu.

(c) Click on Integrations then on Webhooks

jotform_integrations_webhook_for_jotform_to_twillio

On the next page, click on the ‘Integrations’ option from the menu available on your left and then click on the

(d) Paste the Webhook URL

paste_webhook_url_for_jotform_to_twillio

A window asking for webhook details will pop-open.

Firstly, select the event field value as ‘Customer creation’. Secondly, make sure the format here is ‘JSON’. After that, paste the copied trigger URL in the URL field.

Finally, push the ‘Save webhook’ button available at the bottom right corner of the pop-up window.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for JotForm and Twilio integration. So, let’s test the JotForm trigger by signing up for a test customer.

(a) Capture Webhook Response

capture_webhook_response_for_jotform_to_twillio

To test the set trigger first, remember to hit the ‘Capture Webhook Response’ button on your Pabbly Connect JotForm trigger window.

(b) Copy Form Link from JotForm Dashboard

copy_form_link_for_jotform_to_twillio

Now, go back to your JotForm dashboard & click on the ‘Publish’ option from the top horizontal menu. Then click on the ‘Copy Link’ button here.

(c) Fill a Test Form

fill_test_form_for_jotform_to_twillio

Paste the copied form link on your browser and fill in the required form details. Lastly, click ‘Submit’ to make a test form submission.

(d) Check & Save Trigger Response

test_response_for_jotform_to_twillio

After the JotForm test form is submitted successfully, the Pabbly Connect trigger response will start displaying the test data for the current form submitted.

Remember to save the trigger response as it will be used further.

Step 7: Setting Action for JotForm to Twilio Integration

Now, as we have gathered all the necessary information to send an SMS alert on Twilio from JotForm response. We can now proceed to feed this data to perform the Twilio action. After that, a Twilio SMS alert will be sent automatically for every new JotForm customer.

(a) Select Application you want to Integrate

integrate_twilio_for_jotform_to_twillio

Hit the plus button next to your JotForm trigger.

Select the app to integrate here as ‘Twilio’.

(b) Select Event & Connect with Twilio

connect_with_twilio_for_jotform_to_twillio

Next, select the method as ‘Create Subscriber’.

Lastly, push the ‘Connect with Twilio’ button.

Step 8: Connecting Twilio to Pabbly Connect

Ou next step is to connect Twilio with Pabbly Connect. For this, you need to paste the API Key and API Hash Key from your Twilio account. So, log in to your Twilio account.

(a) Go to Twilio Settings

twilio_settings_for_jotform_to_twillio

After logging into your Twilio account, click on the gear icon i.e. settings. Then, click on the API option from the menu that opens-up next.

(b) Authenticate Twilio Settings

authenticate_twilio_for_jotform_to_twillio

Next, the Twilio system will ask you to authenticate your account for settings. So, enter your account password and click on ‘Verify’.

(c) Copy the Account SID & Token

copy_the_client_id_and_token_for_jotform_to_twillio

Now, copy the Account SID as well as the API Token from your Twilio account.

(c) Paste the API Keys

paste_the_twilio_credentials_for_jotform_to_twillio

In the window that slides-in from the right side of the Pabbly Connect window, paste the copied Client SID and Token. Then, click on the ‘Save’ button.

Lastly, authorize your Twilio account to connect with Pabbly Connect by allowing the system requirements.

(d) Map Fields

map_fields_for_jotform_to_twillio

Further, map the response values to generate an SMS.

To map a value, click on the menu button (three horizontal lines) next to a particular field.

After that, select the value from the response that you want to map with that respective field.

Similarly, map all the required fields.

(e) Send Test Request

send_test_request_for_jotform_to_twillio

Further, click on the ‘Save & Send Test Request’ button to send a request for creating a subscriber on Twilio.

(f) Check & Save Response

check_and_save_action_response_for_jotform_to_twillio

Certainly, you can check the APIs response in the action window. And, if there has been some error while sending the data then the window will start showing you the error.

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

Step 9: Check Response in Twilio Dashboard

twillio_sms_alert_for_jotform_to_twillio

Also, you can check an SMS alert from your connected Twilio account.

Conclusion –

To sum up, this was all about ‘How to send SMS alert on new form submissions’. Consequently, after completing the step by step procedure, you will end up sending a Twilio SMS alert on every new JotForm submission automatically.

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

Also, comment below your queries and suggestions.

You May Also Like to Read:

 

 

 

How to Add Google Calendar Event for New Todoist Task

How to Add Google Calendar Event for New Todoist Task

Tired of manually adding Google Calendar event for new Todoist task?

How to Add Google Calendar Event for New Todoist Task

If yes then worry not as we are going to tell you, how to integrate Todoist with Google Calendar and automate tasks within a few minutes. You must be aware that there is no direct integration between these two services. So, we’ll be using Pabbly Connect to achieve this automation.

So, basically, Pabbly Connect is integration & automation software that lets you transfer data among multiple applications in real-time.

Most importantly, you don’t have to do any hard coding & even a fresher can use it efficiently. Also, this procedure will be just a one-time setup & after that, the 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 

But, before jumping directly on the procedure first, let’s learn a bit about the services. Todoist is a to-do list and task manager for professionals and small businesses that offer combining tasks, projects, comments, attachments, notifications, and more. Whereas, Google Calendar is a time-management and scheduling calendar service developed by Google.

Consequently, once you’re done setting up this workflow your events will be created automatically in your Google Calendar whenever there is a new task created in Todoist.

Additionally, we’ve embedded a video tutorial for this integration. So, have a look at it by yourself –

Besides, we have added the template for this integration to help you get started more quickly. You can click on the image given below to begin. Additionally, you can also visit the Marketplace & look for more integrations and apps.

How

So, get ready as we’re going to discover the Todoist and Google Calendar integration.

Step 1: Sign up to Pabbly Connect

Sign Up

Let’s begin the process to add Google Calendar event for new Todoist task by visiting the website of Pabbly Connect and then click on the “Sign-Up Free” button. On the registration page, either signup using an existing Gmail account or manually fill out the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Once you have completed the signup process, click on the Connect section in the dashboard to access Pabbly Connect.

Step 3: Workflow for Todoist to Google Calendar Integration

(a) Create New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Todoist to Google Calendar”, you can obviously name the workflow as per your requirements and needs.

Step 4: Setting Triggers for Todoist to Google Calendar Integration

After naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you want to Integrate

Select Todoist

In this step, we are choosing “Todoist” for integration. After selecting the application select “New Task” in the choose method section.

(b) Copy the Webhook URL

Copy the Webhook URL

After selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Todoist to Pabbly Connect

To connect Todoist with Pabbly Connect, you have to paste the copied webhook URL in the software, for that, you need to log in to your Todoist account.

(a) Click the App Management Console Link

Click on the Link Todoist

To paste the copied webhook URL in Todoist, click on the given “App Management Console” link to reach the app management page in Todoist.

(b) Create a New App

Click on Create New App Todoist

Next, we will click on the given “Create a New App” button in the Todoist dashboard.

(c) Name the App

Name the App Todoist

Now, you have to name the app according to your needs, and then click the “Create App” button.

(d) Create Test Token

Click on Create Test Token Todoist

After naming the app, now simply scroll down and hit the “Create Test Token” button to paste the webhook URL.

(e) Paste the Webhook URL

Paste the Webhook URL

In this step, again scroll down and in the webhooks section, paste the copied webhook URL and click on the “Item Added” option. After making all the changes, click the “Activate Webhooks” button.

Step 6: Add a Task

To check if the integration is capturing data or not, we will add a test task in Todoist.

(a) Capture the Webhook Response

Capture the Webhook Response

Now to capture the data from Todoist, click on the “Capture Webhook Response” button in Pabbly Connect dashboard.

(b) Click on Add Task

Click-on-Add-Task-Todoist_censored

Next, click on the created project in your Todoist dashboard, then click on the “+Add Task” button.

(c) Add Task

Add Task Todoist

After clicking on the button, now name the task according to your requirements and then click on the “Add Task” button.

Step 7: Test the Submission in Pabbly Connect Dashboard

Save the Webhook Response

As soon as you click on the “Add Task” in Todoist the task info will appear on the Pabbly Connect dashboard.

Step 8: Setting Action for Todoist to Google Calendar Integration

To make this Todoist-Google Calendar integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select Google Calender

Now in this step, click on the “+” button below and choose the application that you want to integrate. Here we will choose “Google Calendar” to integrate and in the method section select “Create an Event”.

(b) Click the Connect Button

Connect with Google Calender

After choosing the application click on the “Connect with Google Calendar” button to move forward.

Step 9: Connecting Google Calendar to Pabbly Connect

To connect Google Calendar to Pabbly Connect, you have to authenticate your Google account. For that, you need to log in to your Google Account.

(a) Authorize Application

Authorize Application Google Calender

To authorize the application, again click on the “Connect with Google Calendar” button and then select the Google account through which you want to integrate the application.

(b) Map the Fields

Map the Fields

After connecting with your Google account, map all the fields quickly like the calendar, title, etc.

(c) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Google Calendar

Check Response

In the end, when you check your Google Calendar, the event has been created automatically.

Conclusion –

All in all, this was all about how to add Google Calendar event for new Todoist task. Consequently, after completing the step-by-step procedure, you will end up auto-creating events in Google Calendar for every new Todoist task.

However, in the meantime go and try Pabbly Connect for FREE with all its premium features.

Also, do comment us on your queries in the section given below.

You May Also Like To Read –

How to Create Sendlane Subscriber from New Shopify Customer

How to Create Sendlane Subscriber from New Shopify Customer

Tired of manually creating the subscriber in Sendlane whenever there is a new customer entry on Shopify?

How to Create Sendlane Subscriber from New Shopify Customer

In this article, I’m going to tell you, how to integrate Shopify with Sendlane and automate the tasks within a few minutes. You must be aware that there is no native integration between these tools. So, we’ll be using a third software in between i.e. Pabbly Connect to perform this automation.

Basically, Pabbly Connect is an integration software that helps you share data among multiple applications in real-time for automation.

Moreover, setting up the workflow would be a one-time setup & after that, the created workflow will take care of the rest. Also, you don’t have to be a developer for using this tool, even a non-techy person can use Pabbly Connect efficiently.

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 jumping straight onto the procedure first, let’s learn a little bit about the services. Shopify is an eCommerce platform that enables you to create online shops and sell goods online. Whereas, Sendlane is an email marketing tool to generate more revenue and increase customer retention.

Consequently, once you’re done setting up this workflow your customers will get listed onto your email marketing software automatically i.e, Sendlane whenever there is a new customer entry on Shopify.

Additionally, below is a video tutorial for this particular integration. So, have a look at it by yourself –

Besides, we have also embedded the template for this integration to help you get started instantly. You can click on the image below to get started. Additionally, visit Marketplace & look for more integrations & apps.

Create Sendlane Subscriber from New Shopify Customer

So, buckle up as we’re going to discover the Shopify and Sendlane integration.

How to Create Sendlane Subscriber from New Shopify Customer (step by step)

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the procedure of connecting Shopify with Sendlane by visiting the Pabbly Connect website. Then, hit the ‘Sign-Up Free‘ button available. You can use your existing Google credentials or manually fill in the registration form to signup.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After that, click the ‘Access Now’ button of the software ‘Connect’ amongst the Pabbly applications.

Step 3: Workflow for Shopify with Sendlane Integration

(a) Start with a New Workflow

Create New Workflow

Further, start with creating a workflow to add subscribers on Sendlane for every new Shopify subscriber & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

workflow_for_shopify_to_salesforce

Now, name the workflow as per the integration or use-case (for instance: Shopify to Sendlane etc). Finally, click on the ‘Create’ button available.

Step 4: Setting Trigger for Shopify to Sendlane Integration

To automatically add Sendlane subscriber for the newly added Shopify customer, you’ll need to set-up a trigger on the new Shopify customer and its respective action to add a subscriber on Sendlane using Pabbly Connect.

(a) Select Application you want to integrate

integrate_shopify

When you click on the create, a page carrying the trigger window will open up.

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

(b) Select Method & Connect with Shopify

copy_webhook_url_for_shopify_to

Select the event as ‘New Customer’ & then copy the given webhook URL.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly connect, you’ll need to login into your Shopify account & paste the copied webhook URL after creating a webhook.

(a) Go to Your Shopify Settings

click_on_shopify_settings

After successfully signing into your Shopify account, hit the ‘Settings’ option available at the bottom left corner in the vertical menu.

(b) Select Notification Option

Go To Notification

A page will open up carrying all the Shopify settings, select the notification option to auto-create subscribers from your Shopify store customers.

(c) Click the Create Webhook Button

Create Webhook Shopify

On the next page, you’ll see many notification options. So, head directly to the bottom of the page on the ‘Webhooks’ section and hit the ‘Create Webhook’ button.

(d) Add Webhook Details

add_webhook_details

A window asking for webhook details will pop-open.

Firstly, select the event field value as ‘Customer creation’. Secondly, make sure the format here is ‘JSON’. After that, paste the copied trigger URL in the URL field.

Finally, push the ‘Save webhook’ button available at the bottom right corner of the pop-up window.

Step 6: Test the Response in Pabbly Connect Dashboard

As we can see, we are done setting up the trigger for Shopify and Sendlane integration. So, let’s test the Shopify trigger by signing up for a test customer.

(a) Capture Webhook Response

capture_webhook_response_for_razorpay_to_klaviyo

To test the set trigger first, remember to hit the ‘Capture Webhook Response’ button on your Pabbly Connect Shopify trigger window.

(b) Open Your Shopify Store

open_online_store

Now, go back to your Shopify dashboard & click on the eye icon to visit your online store. Next, make a test registration on the online store.

(c) Create a Test Subscriber

create_customer_for_shopify_to_mailjet

Fill in the required information to make a test customer and complete the registration by pushing the ‘Create’ button at last.

(d) Check & Save Trigger Response

check_and_save_trigger_response_for_shopify_to_mailjet

After the Shopify registration is completed successfully, the Pabbly Connect trigger response will start displaying the test data for the current sign-up.

Remember to save the trigger response as it will be used further.

Step 7: Setting Action for Shopify to Sendlane Integration

Now, as we have gathered all the necessary information to create a subscriber on Sendlane from Shopify response. We can now proceed to feed this data to perform the Sendlane action. After that, a new Sendlane subscriber will be created automatically for every new Shopify customer.

(a) Select Application you want to Integrate

integrate_sendlane_for_shopify_to_sendlane_integration

Hit the plus button next to your Shopify trigger.

Select the app to integrate here as ‘Sendlane’.

(b) Select Event & Connect with Sendlane

connect_with_sendlane_for_shopify_to_sendlane

Next, select the method as ‘Create Subscriber’.

Lastly, push the ‘Connect with Sendlane’ button.

Step 8: Connecting Sendlane to Pabbly Connect

Ou next step is to connect Sendlane with Pabbly Connect. For this, you need to paste the API Key and API Hash Key from your Sendlane account. So, log in to your Sendlane account.

(a) Go to Sendlane Settings

sendlane_setting_for_shopify_to_sendlane

After logging into your Sendlane account, click on the gear icon i.e. settings. Then, click on the API option from the menu that opens-up next.

(b) Copy the API & Hash Key

copy_sendlane_keys

Now, copy the API as well as the API Hash key from your Sendlane account.

(c) Paste the API Keys

paste_sendlane_keys

In the window that slides-in from the right side on Pabbly Connect window, paste the copied API keys and click on the ‘Save’ button. Lastly, authorize your Sendlane account to connect with Pabbly Connect by allowing the system requirements.

(d) Map Fields

map_fields_for_shopify_to_sendlane

Further, select the list and map the email address and all the other required fields.

To map a value, click on the menu button (three horizontal lines) next to a particular field.

After that, select the value from the response that you want to map with that respective field.

(e) Send Test Request

send_text_request_for_shopify_to_sendlane

Further, click on the ‘Save & Send Test Request’ button to send a request for creating a subscriber on Sendlane.

(f) Check & Save Response

save_action_api_response_for_shopify_to_sendlane

Certainly, you can check the APIs response in the action window. And, if there has been some error while sending the data then the window will start showing you the error.

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

Step 9: Check Response in Sendlane Dashboard

customer_entry_on_sendlane_for_shopify_to_sendlane

Also, you can check the subscriber’s entry on your connected Sendlane account.

Conclusion –

To sum up, this was all about ‘How to create Sendlane subscriber from new Shopify customer’. Consequently, after completing the step by step procedure, you will end up auto-creating Sendlane subscriber from the newly added Shopify customer.

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

Also, comment below your queries and suggestions.

You May Also Like to Read:

 

How to Send Shopify Order Notifications on WhatsApp

How to Send Shopify Order Notifications on WhatsApp

Are you tired of looking for a way to send Shopify order notifications on WhatsApp automatically?

How to Send Shopify Order Notifications on WhatsApp

Well, don’t worry about it anymore! As here we have a perfect solution for you through which you can send Shopify order notifications on WhatsApp. This magic tool is known as Pabbly Connect. Using this software, one can easily integrate two or more two applications to automate the entire mechanism. And that too without any coding skills.

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 we begin the procedure, let’s know a little bit about both software. So basically, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products. Whereas, WhatsApp is a free, multiplatform messaging app that lets you make video and voice calls, send text messages, and more.

With the help of Pabbly Connect, whenever new order will be placed in Shopify, the message will be sent to the buyer’s WhatsApp account automatically. We have also embedded a video tutorial for this integration, have a look at it-

Pabbly Connect enables you to integrate unlimited premium applications without any coding skills. Simply integrate it once & relax, it will handle all the workload later. Plus, you can access all the features even in its free plan.

Besides that, we have a template for this integration that can assist you to begin your integration journey in no time. Simply go to Marketplace and look for the apps you use to start integration. Just tap on the image below to get started.

How

Thus, without taking any more of your time, let’s follow the step-by-step procedure to integrate Shopify and WhatsApp.

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to send Shopify order notifications on WhatsApp by clicking on the “Sign Up Free” button on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with WhatsApp Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Shopify to WhatsApp”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with WhatsApp Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Order”.

(b) Copy the Webhook URL

How

Subsequently, after selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click-on-Settings Shopify

After logging into your Shopify account, click on the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

2020-09-10_11h26_27

Next, you need to click on the “Notifications” option.

(c) Click on Create Webhook

How

Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste-the-Webhook

A dialogue box will appear on your screen, here select “Order Creation” in the event section and then paste the copied webhook URL. After making all the changes click on the “Save Webhook” button.

Step 6: Make a Test Purchase

To check this integration, we will capture the data from Shopify, and for that, we will make a test purchase on Shopify.

(a) Capture the Webhook Response

Capture the Webhook Response

Now, to capture the data from Shopify, click on the “Capture Webhook Response” button in Pabbly Connect.

(b) Click on Online Store

Click on Online Store Shopify

To make a purchase, click on the “Online Store” button in your Shopify dashboard.

(c) Click on Catalog

Click on Catalogue Shopify

After landing on the online store page, click on the given “Catalog” option.

(d) Click on Add to Cart

Click Add to Cart Shopify

Next, select any product that you are interested in and then click on the “Add to Cart” button.

(e) Add Customer Details

Add Customer Details

In this step, add all the customer details like email, address, etc, and then hit the “Continue to Shipping” button.

(f) Add Card Details

Add Card Details Shopify

Now, add your credit card details and then hit the “Pay Now” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the “Pay Now” in Shopify, the order info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Shopify with WhatsApp Integration

To make this Shopify-WhatsApp integration work, you have to choose the action for your trigger.

(a) Select Application you want to Integrate

Select Chat API for WooCommerce to WhatsApp Integration

Now, click on the “+” button below and choose “Chat API” in the choose app, and in the method section select “Send Message”.

(b) Click on Connect Button

Connect Chat API

After choosing the application click on the “Connect with Chat API” button to move forward.

Step 9: Connecting Chat API to Pabbly Connect

Next, in order to connect Chat API with Pabbly Connect, you need to paste the ‘API URL’ and ‘Token’ from your Chat API account. For that, you have to log in to your Chat API account.

(a) Copy API URL and Token

Copy API URL and Token

Further, after logging in, you will be redirected to the dashboard of Chat API. From here, copy the ‘”API URL” and “Token” as shown in the above image.

(b) Paste API URL and Token

Paste API URL and Token for WooCommerce to WhatsApp Integration

Promptly, paste the copied “API URL” and “Token” in the Pabbly Connect window. At last, hit the “Save” button.

(c) Map the Fields

map-the-field-Whatsapp

Later, in order to build a message, we have to map the details in respective fields like Message Body, Recipient Number.

(d) Save & Send Test Request

Send Test Request

Once, you are done mapping all the fields press the “Save and Sent Test Request” button.

Step 10: Check Response

Check Response

Here, you can see that our integration was successful and the message has been sent to the buyer’s WhatsApp account automatically for a new Shopify order.

Conclusion –

Well Done! Now that you have learned how to send Shopify order notifications on WhatsApp, you can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills. Pabbly Connect is a wonderful tool that you can use to automate your projects and save a lot of time and effort.

So what are you waiting for? Go signup for a free account now for the best automation & integration experience.

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How to Send SMS on Successful Shopify Orders

How to Send SMS on Successful Shopify Orders

Looking for a way to send SMS via Twilio on successful Shopify orders automatically? If yes, then let us introduce you to the most amazing tool named Pabbly Connect.

How to Send SMS on Successful Shopify Orders

So basically, Pabbly Connect is an integration & automation software that enables you to connect multiple apps to transfer data from one application to another automatically in real-time.

But before we jump straight into the integration process, let’s know a little bit about both the software. Hence, Shopify is an e-commerce platform that offers you to create a website and use their shopping cart solution to sell, ship, and manage your products.

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

On the other hand, Twilio is a cloud communications platform that enables users to make and receive phone calls, send and receive text messages, etc using its web service APIs.

After integrating these applications, whenever there will be any new order placed in your Shopify store, an SMS will be sent automatically via Twilio to the buyer in real-time.

You can also check out the video that we have provided here for integration –

Even though, there is no direct integration possible for these two services yet. Henceforth, we are going to use Pabbly Connect to make this integration possible.

Using this software, you can effortlessly share data within multiple premium services easily. Moreover, you don’t need to have any coding skills & even a beginner can use it efficiently.

How

Furthermore, we have a template for this integration that can assist you to get started quickly. Tap on the image above to begin. Also, you can go to Marketplace & look for more apps/integrations.

Now, without further ado, let’s follow the step-by-step procedure to integrate Shopify and Twilio.

Step 1: Sign up to Pabbly Connect

Sign Up

We will begin the process to send SMS on successful Shopify orders by clicking on the “Sign Up Free” button on the Pabbly Connect home page. Next, either manually fill-up all the details or sign up using your Gmail account.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button of the Connect section in the dashboard.

Step 3: Workflow for Shopify with Twilio Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow for your project by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow “Shopify to Twilio”, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Shopify with Twilio Integration

As soon as you are done with naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to integrate unlimited premium applications, create your free account now.

(a) Select Application you Want to Integrate

Select Shopify

Now, you have to select the application that you want to integrate. In this case, we are choosing “Shopify” for integration. In the method section, select “New Order”.

(b) Copy the Webhook URL

How

Subsequently, after selecting the application, now you have to copy the webhook URL just like in the above-shown image to take further the integration process.

Step 5: Connecting Shopify to Pabbly Connect

To connect Shopify with Pabbly Connect, you have to paste the copied webhook URL in the software. For that, you have to log in to your Shopify account.

(a) Click on Shopify Settings

Click-on-Settings Shopify

After logging into your Shopify account, click on the “Settings” option given at the bottom of the screen.

(b) Click on Notifications

2020-09-10_11h26_27

Next, you need to click on the “Notifications” option.

(c) Click on Create Webhook

How

Now, just scroll down and then click on the “Create Webhook” button to paste the copied webhook URL.

(d) Paste the Webhook URL

Paste-the-Webhook

A dialogue box will appear on your screen, here select “Order Creation” in the event section and then paste the copied webhook URL. After making all the changes click on the “Save Webhook” button.

Step 6: Make a Test Purchase

To check this integration, we will capture the data from Shopify, and for that, we will make a test purchase on Shopify.

(a) Capture the Webhook Response

Capture the Webhook Response

Now, to capture the data from Shopify, click on the “Capture Webhook Response” button in Pabbly Connect.

(b) Click on Online Store

Click on Online Store Shopify

To make a purchase, click on the “Online Store” button in your Shopify dashboard.

(c) Click on Catalog

Click on Catalogue Shopify

After landing on the online store page, click on the given “Catalog” option.

(d) Click on Buy Now

Click on Buy Now Shopify

Next, select any product that you are interested in and then click on the “Buy It Now” button.

(e) Add Customer Details

Add Customer Details

In this step, add all the customer details like email, address, etc, and then hit the “Continue to Shipping” button.

(f) Add Card Details

Add Card Details Shopify

Now, add your credit card details and then hit the “Pay Now” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the “Pay Now” in Shopify, the order info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Shopify with Twilio Integration

To make this Shopify-Twilio integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select-Twilio

Now in this step, click on the + button below and choose the application that you want to integrate. Here we will choose “Twilio” to integrate and in the method section select “Send SMS Message”.

(b) Click the Connect Button

Click-Connect-Twilio

After choosing the application click on the “Connect with Twilio” button to move forward.

Step 9: Connecting Twilio to Pabbly Connect

Next, in order to connect Twilio to Pabbly Connect, you have to enter the account SID and authorization token of your Twilio account in the Pabbly Connect dashboard. Hence for that, you have to log in to your Twilio account and go to Settings.

(a) Copy Authorization Token

Copy Authorization Token

After log in to your Twilio account, go to settings from the Twilio dashboard. There you see, “ACCOUNT SID” and “AUTH TOKEN” simply copy them.

(b) Add Account SID and Authorization Token

Paste API Token

Now, paste the Account SID and Authorization Token in the given fields and then hit the “Save” button.

(c) Map the Fields 

Map the Fields

Later, in order to build an SMS, we have to map the details in respective fields like Message Body, Sender, and Recipient Number.

(d) Save & Send Test Request

Send Test Request

Once, you are done mapping all the fields press the “Save and Sent Test Request” button.

Step 10: Check Response

Check Response Twilio

Here, you can see that our integration was successful and the message has been sent from the Twilio account automatically for a new Shopify order.

Conclusion –

Hopefully, now you know how to send SMS on successful Shopify orders. It’s simple and easy to use and you won’t have to go for any other software after using it. So, what’s stopping you now! Go and catch your deal by signing up for a free account.

If you have any suggestions or queries, please drop them down in the comment section, we will get back to you as soon as possible.

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How to Send Emails from Airtable

How to Send Emails from Airtable

Are you tired of searching for a way to send emails from Airtable automatically? If yes, then you’re at the right place.

How to Send Emails from Airtable

Long gone those days when people used to rely on manual efforts. Now more than anything everyone is looking for resources that can ease our repetitive work. In such cases, software like Pabbly Connect is a great help.

Pabbly Connect is an integration and automation software that lets you connect multiple premium applications for data transmission. Not just this, you don’t need any kind of technical expertise to use this software. Even in its free plan, you will get access to premium features like path routers, filters, etc.

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 jumping on the integration process, let’s cast a light on software and the need for integration. Basically, Airtable is an easy-to-use online platform for creating and sharing relational databases. Whereas, Gmail is a free email service developed by Google.

By integrating Airtable and Gmail via Pabbly Connect, one can send emails to customers or your team members whenever a new record is created in Airtable. It helps to keep customers/ team members updated about every small detail.

We have also embedded a video for you. Just go through it-

Furthermore, we have a template for this integration that can assist you to begin your integration journey in no time. Also, if you need assistance with any other integration, just go to Marketplace and look for the apps you use, to start integration immediately. Simply tap on the image below to get started.

How

Here, in this article, we will understand how to integrate Airtable and Gmail.

Step 1: Sign up to Pabbly Connect

Sign Up

Start the process to send emails from Airtable by clicking on the “Sign Up Free” button on the Pabbly Connect dashboard. Afterward, either fill-up the details manually or sign up using your Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Airtable to Gmail Integration

(a) Start with a New Workflow

Create New Workflow

Begin the process of creating a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Next, add the name of workflow which in our case is “Airtable to Gmail”. Although, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Airtable to Gmail Integration

Following, after creating a workflow, you have to choose the integration app to send emails from Airtable. Pabbly Connect allows you to create infinite workflows within flashes, click here to sign up for unlimited integrations for free.

(a) Select Application you Want to Integrate

Select Airtable

The next step is to select “Airtable” from the dropdown, then choose the “New Record” option to send mail via Gmail.

(b) Click on Connect Button

Connect with Airtable

The following step is to click on the “Connect with Airtable” button.

Step 5: Connecting Airtable to Pabbly Connect

Next, to integrate Airtable with Pabbly Connect, you have to paste the API key in the Pabbly Connect dashboard. For that, you must log in to your Airtable account.

(a) Head to Airtable Account

Go-to-Airtable-Account

As soon as you entered into the Airtable dashboard, click on the “Profile” button appearing on the top then select the “Account” option.

(b) Copy the API Key

Copy-API-Key-Airtable

Now, scroll down and copy the given API key to move further.

(c) Paste the API Key

Paste-the-API-Key

Subsequently, paste the copied API key in Pabbly Connect and hit the “Save” button.

Step 6: Add a Test Record

Now, in order to check this Airtable and Gmail integration, we will capture the data from Airtable, and for that, we will create a dummy record in Airtable.

(a) Add a Record

Add a Record Airtable

After connecting with your Airtable account, now you have to add a sample record in any of the selected bases and tables just like in the above-shown image.

(b) Save & Send Test Request

Send Test Request Airtable

In order to capture the data from Airtable, map the fields in Pabbly Connect with fields like base and table, then hit the “Save & Send Test Request” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you send the test request, the record info will appear on the Pabbly Connect dashboard. Then, click on the “Save” button.

Step 8: Setting Action for Airtable to Gmail Integration

To make this Airtable-Gmail integration work, you have to choose an action for your trigger.

(a) Select Application you Want to Integrate

Select Gmail

Now it’s time to integrate the action app. For that, click on the “+” button below and choose the application that you want to integrate. Here we will choose “Gmail” and in the method section select “Send an Email”.

(b) Click the Connect Button

Click the Connect Button

After choosing the application click on the “Connect with Gmail” button to move forward.

Step 9: Connecting Gmail to Pabbly Connect

Later, to connect Gmail with Pabbly Connect, you have to authorize the application. For this, you have to log into your Google account.

(a) Authorize Application

Authorize Application

Next, to authorize Gmail, a window will slide in from the right, here you need to again click on the “Connect with Gmail” button and then allow the permission to connect Google account with Pabbly Connect.

(b) Map the Fields

Map the Fields Gmail

After connecting with your Gmail account, map all the fields quickly like a recipient name, recipient email, etc.

(c) Save and Send Test Request

Send Test Request

Once you are done adding up all field data click on the “Save & Send Test Request” button.

Step 10: Check Response in Gmail Dashboard

Check Response Gmail

Finally, when you check the Gmail dashboard, you can see that the mail has been received.

Conclusion –

Well Done! Now that you have learned how to send emails from Airtable, you can integrate any applications via Pabbly Connect to automate your entire workflow without any coding skills.

So what are you waiting for? Go signup for a free account now for the best automation & integration experience.

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How to Create WordPress Post from Google Sheets

How to Create WordPress Post from Google Sheets

Searching for a way to create WordPress post from Google Sheets automatically? Then look no further my friend, as here we are going to integrate Google Sheets to WordPress via Pabbly Connect.

How to Create WordPress Post from Google Sheets

But before getting into the integration process, let’s know a little bit about the software that we are about to integrate. Basically, Google Sheets is spreadsheet software for business and personal use. Whereas, WordPress is a web publishing software you can use to create a beautiful website or blog.

Thus, integrating these two services can help you automatically create WordPress posts whenever a new row is added in Google Sheets. Moreover, we have also attached a video tutorial for this integration, have a look at it-

Here to bind these services, we are using a wonderful automation and integration tool named Pabbly Connect. It is a fantastic integration and automation software, which allows you to integrate two or more applications and automate all the projects. You just have to do the integration once and then everything will be automatically taken care of by the software.

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

Furthermore, you can access all the features even in its free plan. To get started with this amazing service, you just have to go to the Marketplace and search for the apps you want to use.

We have created a template for this integration to help you. Click the image below to get started.

How

Therefore, without wasting any more time, let’s begin with the steps to integrate Google Sheets to WordPress.

Step 1: Sign up to Pabbly Connect

Sign Up

Initiate the process to create WordPress post from Google Sheets by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Subsequently, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Google Sheets to WordPress Integration

(a) Start with a New Workflow

Create New Workflow

Start the process of building a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Now, add the name of workflow which in our case is “Google Sheets to WordPress”. Nevertheless, you can always name the workflow according to your requirements.

Step 4: Setting Trigger for Google Sheets to WordPress Integration

Next, after building a workflow, you have to choose the integration app to create WordPress post from Google Sheets. Using Pabbly Connect you can avail unlimited actions and triggers, click here to sign up for unlimited workflows for free.

(a) Select Application you Want to Integrate

Select Google Sheet

The next step is to select “Google Sheets” from the dropdown, then choose the “New Spreadsheet Row” option from choose method section.

(b) Copy the Webhook URL

Copy the Webhook URL

Now, copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Google Sheets with Pabbly Connect

To create a WordPress post, you gotta paste the copied Webhook URL in the sheet. But before that, you, have to install the Add-on named Pabbly Connect in your Google Sheet.

(a) Create a Google Sheets

Create a Google Sheets

The next thing to do is create a Google Sheets with basic details like title, content, URL, etc.

(b) Click on Add-ons

Click on Add-ons Google Sheets

Further, in the add-on section, you have to click on the “Get add-ons” button to download the “Pabbly Connect Webhook”.

(c) Find Pabbly Connect in G Suite Market Place

Find Pabbly Connect

After clicking on “Get Add-on” a new window will pop-up. Here in the search bar look for Pabbly Connect Webhooks.

(d) Install Pabbly Connect

Install Pabbly Connect

Now just click on the install option and within seconds it will get installed into your Google Sheets.

(e) Press Initial Setup in Google Sheets

Press Initial Setup in Google Sheets

Now, when you click on add-ons, Pabbly Connect Webhook will start appearing in the add-ons section. Just click on it, it will open certain options, select “Initial Setup” to smooth the whole integration process.

(f) Paste the Webhook URL

Paste Webhook URL Google Sheets

In addition, a window with two choices, the Webhook URL and Trigger Column, will appear when you press “Initial Set-Up”. In that segment, just paste your copied Webhook URL from Pabbly Connect and mention the trigger column as appropriate. To confirm the integration, click on the ‘Send Test’ button. Before submitting a test message, make sure to press “Capture Webhook Response” on the Pabbly Connect dashboard.

When the test request is received, a message in red letters will indicate that the data has been submitted.

(g) Click Send On Event In Google Sheets

Click Send On Event In Google Sheets

This is the additional step you have to do, to ensure that every time new data added to the sheet it will automatically create a WordPress post. For this, all you have to do is click on “Send on Event” in the “Add-On” option.

Step 6: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

The entry will appear on the ”Pabbly Connect “ dashboard as soon as you click on the “Send Test“ option. Next, click on the “Save” button.

Step 7: Setting Action for Google Sheets to WordPress Integration

To make Google Sheets and WordPress integration work, you have to choose the action for your trigger.

(a) Select Application you Want to Integrate

Select WordPress

Next, press the “+” icon to add an action to the trigger. Here we can pick “WordPress” from the drop-down. Then choose the method “Create a Post”.

(b) Click the Connect Button

Connect with WordPress

Click on the “Connect with WordPress” button after making all the necessary adjustments.

Step 8: Connecting WordPress to Pabbly Connect

To connect Google Sheets to WordPress, you need to paste the base URL, username, and password from your WordPress account, for which you have to log in to your WordPress account.

(a) Copy the Base URL

Copy Base URL WordPress

Simply, go to the WordPress account and copy the base URL from the website URL to move further.

(b) Paste the Credentials

Paste the Credentials WordPress

Subsequently, paste the copied URL and fill in your WordPress username and password. After making all the changes, hit the “Save” button.

(c) Map the Fields

Map the Fields

After connecting with your WordPress account, just map the appropriate field from the drop-down region, such as the post title, content, etc.

(d) Save and Send Test Request

Send Test Request

Once you have filled in all the details, press the “Save & Send Test Request” button to test the Google Sheets WordPress integration.

Step 9: Check Response in WordPress Dashboard

check Response

Finally, your submission will immediately appear there as a post when you search the post segment of WordPress.

Conclusion –

Hopefully, now you know how to create WordPress post from Google Sheets. This is a one-time process, after that everything will be automatically done by Pabbly Connect. Just follow all the step-by-step procedures mentioned above & your Google Sheets to WordPress integration is set.

So, don’t wait anymore. Go and create your free account on Pabbly Connect today.

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