Learn how to seamlessly integrate CloudWaitress with Google Sheets using Pabbly Connect to automate order tracking effortlessly. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Cloud Waitress with Google Sheets, you first need to access Pabbly Connect. This platform allows you to automate tasks without coding skills.
Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’. You will find options to either sign in or sign up for free. New users can create an account and receive 100 free tasks each month to explore the software.
2. Creating a New Workflow in Pabbly Connect
Once signed in, you will be directed to the dashboard of Pabbly Connect. To create a new workflow, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow.
- Name your workflow: ‘Add Cloud Waitress Order Details in Google Sheets’.
- Select the folder: Automations for Cloud Waitress.
- Click ‘Create’ to proceed.
After creating the workflow, you will see two windows: Trigger and Action. This is where you will set up the integration between Cloud Waitress and Google Sheets using Pabbly Connect.
3. Setting Up the Trigger with Cloud Waitress
In this step, you will configure the trigger application. Select Cloud Waitress as your trigger app in Pabbly Connect. The trigger event you need to choose is ‘New Order Placed’.
After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL as it will be used to connect Cloud Waitress with Pabbly Connect.
- Navigate to your Cloud Waitress account and go to the settings.
- Select the Webhooks option and paste the copied URL.
- Enable the ‘Order Created’ event and disable all others.
Click ‘Save’ to successfully create the webhook. Now, Pabbly Connect will wait for a response from Cloud Waitress whenever a new order is placed.
4. Setting Up the Action with Google Sheets
Next, you will set up the action application to add the order details into Google Sheets using Pabbly Connect. Select Google Sheets as your action app and choose the action event ‘Add New Row’.
Click on ‘Connect’ to link your Google Sheets account with Pabbly Connect. If you have an existing connection, select it; otherwise, create a new connection.
Select the spreadsheet where you want to add the data (e.g., Order Details). Choose the sheet name (e.g., Sheet1). Map the customer details such as name, email, phone number, and order amount.
After mapping the required fields, click on ‘Save and Send Test Request’. This will add the data to your Google Sheets, confirming the integration works perfectly through Pabbly Connect.
5. Testing the Integration
To ensure everything is set up correctly, place a test order in Cloud Waitress. This will trigger the webhook you set up earlier in Pabbly Connect.
After placing the order, check your Google Sheets to see if the details have been added successfully. You should see all the order information like customer name, email, phone number, and order details.
Repeat the test by placing another order to verify the integration continues to work. Make sure to check for different customer details to confirm dynamic mapping.
This confirms that your workflow between Cloud Waitress and Google Sheets is functioning flawlessly, thanks to Pabbly Connect.
Conclusion
In this tutorial, we successfully integrated Cloud Waitress with Google Sheets using Pabbly Connect. This automation allows for seamless order tracking and record-keeping, ensuring your restaurant operations run smoothly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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By following the steps outlined, you can automate your workflow without any coding, enhancing efficiency and accuracy in managing order details.