How to Add DaySchedule Confirmed Bookings to Google Sheets Using Pabbly Connect

Learn how to automate adding confirmed bookings from DaySchedule to Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To automate the process of adding DaySchedule confirmed bookings to Google Sheets, start by accessing Pabbly Connect. This platform is essential for creating the integration you need.

First, sign in to your Pabbly Connect account. Once logged in, navigate to the dashboard where you can see all available applications. Here, you will initiate the workflow that connects DaySchedule to Google Sheets.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the blue button labeled ‘Create Workflow’ on the right-hand side. Click this button to start setting up your integration.

After clicking, name your workflow something descriptive, like ‘Add New Row in Google Sheets for DaySchedule Bookings’. Click on ‘Create’ to generate a blank workflow. You will now see the Trigger and Action windows where you can specify your integration details.

3. Set Up the Trigger for DaySchedule

In the Trigger section, select DaySchedule as your application. The event you want to trigger this integration is ‘New Event Scheduled’. This means every time a new booking is confirmed in DaySchedule, it will activate the workflow.

Next, you need to connect your DaySchedule account to Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. Allow Pabbly Connect to access your DaySchedule account by clicking ‘Allow’. This connection is crucial for retrieving booking details.

4. Format Contact Number Before Sending to Google Sheets

After setting up your trigger, you need to ensure the contact number is formatted correctly. Use the Text Formatter feature within Pabbly Connect to replace any spaces between the country code and the mobile number.

• Click on the plus sign between the Trigger and Action windows.
• Select ‘Text Formatter’ and choose the ‘Replace Text’ action.
• Map the contact number from the previous step and replace the space with nothing.

By doing this, you ensure that the contact number is formatted correctly when it gets added to Google Sheets. This step is essential for maintaining data integrity.

5. Add a Row to Google Sheets

Now that you have formatted the contact number, it’s time to set up the Action step. Choose Google Sheets as your action application and select ‘Add New Row’ as the event. using Pabbly Connect

Connect your Google account by clicking ‘Add New Connection’. Choose your Google account and allow access. Select the specific Google Sheet where you want to add the booking details, such as ‘Career Consultation Bookings’. Map the necessary fields like name, contact, email, and date from the previous steps to the corresponding columns in Google Sheets.

Conclusion

This tutorial has guided you through the process of using Pabbly Connect to automatically add confirmed bookings from DaySchedule to Google Sheets. By following these steps, you can streamline your booking management process efficiently.