Automate Pipi Card Creation from Google Sheets: A Step-by-Step Guide

Learn how to automate Pipi card creation from Google Sheets with WhatsApp, Box, and Facebook integration using Pabbly Connect. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Create Pipi Card from Google Sheets

The first step in this process is to create a Pipi card from Google Sheets. By using the integration of Pabbly Connect, we can automate the creation of a Pipi card whenever a new detail is added to our Google Sheets. This automation streamlines task management significantly.

To start, open your Google Sheets and create a spreadsheet named ‘Task Management’. In this spreadsheet, you will add columns for task title, task description, and due date. This setup allows for effective tracking of tasks directly linked to your Pipi account.

2. Set Up Pabbly Connect for Automation

Next, you need to set up Pabbly Connect to automate the process. First, log in to your Pabbly Connect account. If you are new, you can sign up for free and explore the features. Once logged in, click on the ‘Create Workflow’ button to begin.

In the dialog box that appears, name your workflow ‘Create Pipi Card from Google Sheets’ and select your folder as Google Sheets. After that, click the ‘Create’ button to proceed. This will take you to the workflow setup where you can configure triggers and actions.

• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the provided webhook URL for the next steps.

After setting up the trigger, you need to connect your Google Sheets with Pabbly Connect using the webhook URL. This allows Pabbly Connect to receive data from your Google Sheets whenever a new task is added.

3. Connect Google Sheets to Pabbly Connect

To connect Google Sheets to Pabbly Connect, go back to your Google Sheets and click on ‘Extensions’. From there, select ‘Add-ons’ and look for the Pabbly Connect Webhooks add-on. If you haven’t installed it yet, you need to do so from the Google Workspace Marketplace.

After installation, click on ‘Pabbly Connect Webhooks’ under the Extensions menu, and select ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the column that contains the final data. For example, if your trigger column is C, enter C into the Trigger Column field.

• Click on ‘Submit’ to save your settings.
• Send a test to check if the setup is correct.
• Ensure you enable ‘Send on Event’ to capture new responses.

Once this is done, your Google Sheets will be successfully connected to Pabbly Connect, and you can start receiving data from new entries.

4. Create a Pipi Card as an Action

After setting up the trigger, the next step is to define the action that will occur in Pabbly Connect. In this case, select Pipi as your action application and choose the action event as ‘Create a Card’. This setup allows you to create a new card in your Pipi account based on the data received from Google Sheets.

When prompted, you will need to create a new connection by entering a name for it and providing a token. To generate a token, log in to your Pipi account, navigate to the tokens page, and create a new token named ‘Google Sheets’. Copy this token and return to Pabbly Connect to paste it into the required field.

Select your organization ID after connecting. Choose the Pipe ID that corresponds to your task management setup. Map the title, due date, and description from the Google Sheets response.

Finally, click on ‘Save and Send Test Request’ to ensure that the card is created successfully in your Pipi account. You can verify this by checking your Pipi dashboard.

5. Test the Automation Integration

To ensure everything is functioning correctly, it’s time to test the automation integration between Pabbly Connect, Google Sheets, and Pipi. Go back to your Google Sheets and add a new task. For example, title it ‘Send a WhatsApp message to Facebook lead ads’ and provide a task description that specifies when leads are generated.

After entering the details, check your Pipi account to see if the new card has been created. The card should reflect the task title and description you just entered in Google Sheets. This confirms that the integration is working as intended.

Verify that the due date is accurately mapped. Ensure the task description is clear and matches your Google Sheets entry. Test multiple entries to confirm reliability.

With this, you have successfully tested your automation setup, ensuring that new tasks in Google Sheets automatically create corresponding cards in Pipi, enhancing your workflow efficiency.

Conclusion

This tutorial has guided you through the steps to automate Pipi card creation from Google Sheets using Pabbly Connect. By integrating these applications, you can streamline your task management effectively. Enjoy the benefits of automation and improved productivity!