Automate Payment Details from Classplus to Google Sheets Using Pabbly Connect

Learn how to automate adding payment details from Classplus to Google Sheets using Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Payment Automation

In this section, we will introduce Pabbly Connect as the primary tool for automating the addition of payment details from Classplus to Google Sheets. This integration allows you to streamline your workflow by ensuring that every new payment in Classplus is automatically recorded in your Google Sheets.

To get started, you need to create a free account on Pabbly Connect. You can do this by clicking on the sign-up link provided in the description. Once your account is set up, you can create an automation workflow specifically for this task.

2. Setting Up the Trigger in Pabbly Connect

To begin the automation process, you must set up a trigger in Pabbly Connect that listens for new payments in Classplus. In your Pabbly Connect dashboard, create a new workflow and name it, for example, ‘Classplus to Google Sheets’. Select Classplus as the trigger application and choose the trigger event as ‘New Purchase’.

• Select Classplus as the trigger application.
• Choose the trigger event ‘New Purchase’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to contact your Classplus account manager or support team to add this URL to your Classplus account. This step is crucial as it allows Classplus to send payment details to Pabbly Connect whenever a new purchase occurs.

3. Capturing Payment Details from Classplus

Once the webhook URL is integrated into your Classplus account, you can start capturing payment details. In Pabbly Connect, click on the ‘Receive Webhook Response’ button to start listening for new payment data.

When a new payment is made, Pabbly Connect will receive a response containing various details such as:

• Customer name
• Customer email
• Course name
• Purchase price

This information will be displayed in the response section of Pabbly Connect, confirming that the integration is working correctly and you are ready to proceed to the next step.

4. Adding Payment Data to Google Sheets

With the payment details captured, the next step is to add this data to Google Sheets. In your Pabbly Connect workflow, scroll down to the action step and select Google Sheets as the application. Choose the action event ‘Add New Row’.

Connect your Google Sheets account by clicking on the ‘Sign in with Google’ button. Once connected, select the spreadsheet where you want to store the payment details. For instance, choose a spreadsheet named ‘Classplus Sales Detail’. You will also need to select the specific sheet within that spreadsheet, usually named ‘Sheet1’.

5. Mapping Fields and Testing the Integration

After selecting the spreadsheet and sheet, you will see fields corresponding to the columns in your Google Sheet. You need to map the data received from Classplus to these fields in Pabbly Connect. For example, map the customer name, email, and purchase price from the webhook response to the appropriate fields in Google Sheets.

Once all fields are mapped, click on the ‘Save and Send Test Request’ button. This will send a test entry to your Google Sheets. If successful, you should see a new row added with the payment details, confirming that the integration is functioning as intended.

Now you can verify in your Google Sheet that the new payment details have been added correctly, demonstrating the seamless integration facilitated by Pabbly Connect.

Conclusion

This tutorial has shown you how to automate the process of adding new payment details from Classplus to Google Sheets using Pabbly Connect. By following these steps, you can save time and ensure accurate record-keeping of your payment transactions.