How to Create Infinity Items From Google Sheets Using Pabbly Connect

Learn how to automate the creation of Infinity items from Google Sheets using Pabbly Connect in this detailed tutorial. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating Infinity items from Google Sheets, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your web browser. Once on the landing page, click on the ‘Sign In’ button to log into your account.

After logging in, you will reach the ‘All Apps’ page where various Pabbly products are displayed. Click on the ‘Access Now’ button for Pabbly Connect to proceed to the dashboard. Here, you will find the option to create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the ‘Create Workflow’ tab on the right side. Click on it to open a dialog box that prompts you to name your workflow. For this integration, name it something relevant like ‘Create Infinity Items from Google Sheets’ and click on ‘Create’.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the generated webhook URL for connecting Google Sheets.

After copying the webhook URL, navigate to your Google Sheets to set it up. Make sure to follow the instructions closely to ensure that your integration with Pabbly Connect is successful.

3. Setting Up Google Sheets with Pabbly Connect

Open the Google Sheet you want to use, which should contain relevant columns like First Name, Last Name, Email Address, and Phone Number. Go to the ‘Extensions’ menu, select ‘Add-ons’, and then ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and ensure it is installed. using Pabbly Connect

Once installed, refresh your Google Sheet. After refreshing, go back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the copied webhook URL into the provided field and set the trigger column to the final data column, which is usually the last column where data will be added.

4. Configuring Infinity Integration in Pabbly Connect

Now, return to Pabbly Connect and click on ‘Send Test’ to send test data from Google Sheets. Once the test is successful, you can proceed to set up the action application, which is Infinity. Select Infinity and choose the action event as ‘Create Item’.

Connect your Infinity account by selecting ‘Add New Connection’. Once connected, you will need to specify the details of the item you want to create in Infinity. This includes selecting the workspace, board, and parent folder where the item will be stored.

• Map the fields from Google Sheets to Infinity, such as First Name, Last Name, Email, and Phone Number.
• Ensure that you save and send a test request to confirm the integration.

After confirming the integration, check your Infinity board to see if the new item has been created successfully. This will verify that the integration through Pabbly Connect is working as intended.

5. Testing the Integration in Real-Time

To ensure that the integration is functioning correctly, add a new row in your Google Sheet with the necessary details. For example, input a new entry with First Name, Last Name, Email, and Phone Number. Once you save this entry, Pabbly Connect should automatically capture this event and create a corresponding item in Infinity.

Go back to Infinity to verify that the new item appears with the details you entered in Google Sheets. This real-time testing confirms that the integration is complete and operational, effectively demonstrating how Pabbly Connect facilitates the automation process between Google Sheets and Infinity.

Conclusion

This tutorial effectively illustrates how to create Infinity items from Google Sheets using Pabbly Connect. By following the steps outlined, you can automate data entry and streamline your workflow between these applications. Enjoy the benefits of seamless integration!