Automatically Send Email for a New Tadabase Record Using Pabbly Connect

Learn how to automatically send emails for new Tadabase records using Pabbly Connect. Step-by-step guide to integrate Tadabase and Gmail seamlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automatically send an email for a new Tadabase record, start by accessing Pabbly Connect. Visit the Pabbly Connect website and either sign in or create a new account if you are a new user. Signing up is free and allows you to access 100 free tasks every month.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create a new folder to organize your workflows. Click on the option to create a folder and name it, for example, ‘Online Course Registration’. This will help you manage your email automation process efficiently.

2. Creating a Workflow in Pabbly Connect

After setting up your folder, the next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Tadabase to Gmail’. This workflow will handle the connection between Tadabase and Gmail to automatically send emails.

• Select the folder you created earlier.
• Click on create to proceed.

Now, you will be presented with the trigger and action options. The trigger application is Tadabase, and the action application is Gmail. This setup is crucial for automating the email sending process whenever a new record is created in Tadabase.

3. Setting Up the Trigger in Pabbly Connect

In this section, you need to set up the trigger in Pabbly Connect. Click on the Tadabase option and select the trigger event as ‘New Record’. This means that every time a new record is created in your Tadabase database, it will trigger the workflow to send an email.

Once you select the trigger event, a webhook URL will be generated. This URL is essential for connecting Tadabase with Pabbly Connect. Copy this webhook URL and navigate to your Tadabase account.

• Log in to your Tadabase account.
• Go to the Automation tab and click on Outgoing Webhooks.
• Create a new webhook by pasting the copied URL and selecting the event as ‘New Record’.

Save the settings, and your trigger is now set up successfully. This will ensure that every new record added to Tadabase will communicate with Pabbly Connect.

4. Testing the Connection Between Tadabase and Pabbly Connect

After setting up the trigger, it’s important to test the connection to ensure everything is working. Go back to your Tadabase account and create a sample record in the ‘Online Course Applicants’ table. Fill in the necessary details for a new applicant.

Once you save the new record, switch back to Pabbly Connect. You should see the data from your new record captured in the workflow. This confirms that the connection between Tadabase and Pabbly Connect is successfully established.

Check for the applicant’s name, email, and any other relevant details. This data will be used to send the email through Gmail.

With this test, you can ensure that the workflow is ready for the next step, which is setting up the action to send an email.

5. Setting Up the Action to Send Email via Gmail

Now that the trigger is set up and tested, the next step in Pabbly Connect is to configure the action application, which is Gmail. Select Gmail as the action application and choose the action event as ‘Send Email’.

Connect your Gmail account to Pabbly Connect by clicking on ‘Add New Connection’. Once connected, you will need to fill in the necessary details for the email, such as recipient email address, subject, and content.

Map the recipient’s email address from the data captured in the trigger. Set the email subject to something like ‘Confirmation of Your Online Course Registration’. Fill in the email content, ensuring to include dynamic data like the applicant’s name.

Finally, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a confirmation email in your Gmail account, indicating that the automation is functioning as intended.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automatically send emails for new Tadabase records. By following these steps, you can streamline your email communication process effectively.