Want to know the easiest way to integrate Teamdeck with Ora? If yes then follow this article as we are going to reveal the step-by-step procedure to automatically create Ora card from new Teamdeck booking using Pabbly Connect.
Basically, Pabbly Connect is an integration and automation software that lets you transfer data in real-time.
As we all know, Teamdeck is a resource scheduling & time tracking tool for teams that want to plan and measure their work effectively. On the other hand, Ora is a cloud-based task and project management application. It is flexibly designed to be a team workspace and command centre.
By implementing this workflow you’ll accomplish the automatic creation of Ora cards for the new Teamdeck bookings. Moreover, we have also embedded a video tutorial for this integration, have a look at it-
However, there is no direct integration possible for these two services yet. So, we are going to use Pabbly Connect to make this integration possible.
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
Using this software, you can effortlessly share data within multiple premium services easily. More importantly, it won’t need any coding skills & even a newbie can use it efficiently. Moreover, this would be just a one-time setup. After that, the data will automatically be transferred in real-time.
Furthermore, we’ve attached a template for this integration to help you get started more-quickly. You can strike the image below to begin with the automation. Also, you can go to the Marketplace & look for more apps/integrations.
So, buckle up as we’re going to discover how to connect Teamdeck and Ora in real-time.
Step 1: Sign up to Pabbly Connect
Begin the process to create Ora card from new Teamdeck booking by clicking on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Subsequently, either fill-up all the details manually or sign up using Gmail credentials.
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Next, after logging into the account, click on the ‘Access Now’ button as shown in the above image. Start with creating a workflow for your project by clicking on the ‘Create Workflow’ button. Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Teamdeck to Ora’, you can obviously name the workflow as per your requirements. As soon as you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now. Now, you have to select the application that you want to integrate. In this case, we are choosing ‘Teamdeck’ for integration. In the method section, select ‘Configure Webhooks’. The next step is to copy the webhook URL which is appearing on the dashboard just like in the above-shown image. To connect Teamdeck to Pabbly Connect, you have to paste the copied Webhook URL in the software. For that, you have to log in to your Teamdeck account. Now, to paste the webhook URL, click the ‘Settings’ icon and then select the ‘Integrations’ in your Teamdeck dashboard. Next, click on the ‘Webhooks’ option and paste the copied webhook URL and name your webhook according to your wish. After making these changes, click on the ‘+’ button to add the webhook URL. To check this integration, we will add a dummy booking in Teamdeck to capture the data. To capture data, you have to click on the ‘Capture Webhook Response’ button in Pabbly Connect dashboard. Now, to add a booking, select a time slot for the booking in your Teamdeck dashboard. Here, you have to add the details of your booking like name, description, time, etc. After adding all the details hit the ‘Save’ button. Once you click on the ‘Save’ in Teamdeck, the booking info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button. To make this Teamdeck-Ora integration work, you have to choose three actions for your trigger. The first is of Router to divide the categories of bookings, second is of Date/Time Formatter to convert date and time into the desired format, and the third is of Ora to create cards for the bookings. Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose the ‘Router’ to integrate and then hit the ‘Settings’ button of route 1 and select ‘Edit Name. Name route 1 as if the booking is created & route 2 as if the booking is updated or deleated then hit the ‘Update’ button. In this step, we are going to find out whether the booking is created in the Teamdeck account or not. Map the booking type we got from the previous trigger stage and select the ‘booking created’ in the second section then hit the ‘Save & Send Test Request’ button. Here, we can see that the booking is created in the Teamdeck account so hit the ‘Save’ button. Similarly, you can find out about any booking by sending test requests on both routes. Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Date/Time Formatter’ to integrate and in the method section select ‘Format Date Only’. After choosing the application click on the ‘Connect with Date/Time Formatter’ button to move forward. Now, map the fields like date and format and hit the ‘Save & Send Test Request’ button. Here, we can see that the date is converted into our desired format, now hit the ‘Save’ button. Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Ora’ to integrate and in the method section select ‘Create Card/Task’. After choosing the application click on the ‘Connect with Ora’ button to move forward. To connect Ora to Pabbly Connect, you have to authorize the application. For this, you have to log in to your Ora account. Now to authorize the application, again you have to click on the’Connect with Ora’ button and grant the permission to connect Ora with Pabbly Connect. After connecting with your Ora account, map all the fields quickly like booking list, booking title, etc. Once you are done adding up all field data click on the ‘Save & Send Test Request’ button. Finally, when you check your Ora dashboard, you can see that the card is created for the new Teamdeck booking automatically. In a nutshell, this was all about ‘How to Create Ora Card From New Teamdeck Booking’. Consequently, after completing this step by step procedure, you will end up auto-creating Ora cards for the new Teamdeck bookings. Meanwhile, you can grab, Pabbly Connect for FREE with all its premium features. Also, comment below your queries and suggestions.Step 2: Access Pabbly Connect
Step 3: Workflow for Teamdeck to Ora Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Teamdeck to Ora Integration
(a) Select Application you Want to Integrate
(b) Copy the Webhook URL
Step 5: Connecting Teamdeck to Pabbly Connect
(a) Click on Teamdeck Settings
(b) Paste the Webhook URL
Step 6: Add a Test Booking
(a) Capture Webhook Response
(b) Select Time Slot
(c) Add a Booking
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Actions for Teamdeck to Ora Integration
(a) Select Application you Want to Integrate
(b) Name the Route
(c) Map the Fields
(d) Save the API Response
(e) Set Date/Time Formatter
(f) Click Connect Button
(g) Map the Fields
(h) Save the API Response
(i) Select Application you Want to Integrate
(j) Click the Connect Button
Step 9: Connecting Ora to Pabbly Connect
(a) Authorize Application
(b) Map the Fields
(c) Save and Send Test Request
Step 10: Check Response in Ora Dashboard
Conclusion –
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