How to Set Up Web Book Inside Draft with Pabbly Connect

Learn how to seamlessly integrate your Draft account with Pabbly Connect to automate appointment bookings and notifications. Streamline your workflow, save valuable time, and eliminate repetitive tasks through powerful automation capabilities.

Watch Step By Step Video Tutorial Below

Integrating Draft with Pabbly Connect for Appointment Management

Integrating your Draft account with Pabbly Connect allows you to automate the appointment booking process. This integration helps businesses manage appointments effortlessly by sending notifications for booked appointments. The setup process is straightforward and involves several key steps.

First, you will need to access your Draft account and navigate to the integration settings. This is where you will connect to Pabbly Connect to ensure that all appointment bookings are captured and processed correctly. Follow the steps provided in the integration section for a seamless setup.

Setting Up Web Book in Draft

To set up Web Book in Draft, you will need to create a new Web Book URL. This URL acts as a bridge between your Draft account and Pabbly Connect. Begin by copying the Web Book URL provided in your Pabbly Connect account. This URL will be used in the Draft settings.

Next, go to your Draft account and select the options for features and integrations. Here, you will find the option to create a new Web Book. Enter the Web Book URL you copied earlier and save the changes. This will enable the connection between Draft and Pabbly Connect.

• Navigate to Draft’s integration settings.
• Select the option to create a new Web Book.
• Paste the Web Book URL from Pabbly Connect.
• Save the changes to establish the connection.

After saving, you will see a confirmation that the Web Book has been successfully set up. This connection is crucial for receiving appointment notifications from Draft through Pabbly Connect.

Testing the Integration Between Draft and Pabbly Connect

Once you have set up the Web Book, it’s important to test the integration to ensure everything is working correctly. Start by making a test booking through your booking website linked to Draft. This will help verify that the information is sent properly to Pabbly Connect.

When you complete the test booking, check your Pabbly Connect account for any received data. You should see details such as the service price, customer information, and appointment status in the response. This confirms that your Draft account is effectively communicating with Pabbly Connect.

• Make a test booking through your Draft booking website.
• Check for the response in your Pabbly Connect account.
• Verify that all appointment details are received correctly.

By completing this test, you ensure that your integration is functioning as intended, allowing for smooth automated notifications for future appointments.

Finalizing the Setup and Notifications

After testing the integration, you can finalize your setup in Pabbly Connect. This includes configuring any additional actions you want to take when an appointment is booked. You can set up notifications to alert your team or store appointment data in another application.

To do this, navigate to the action step settings in Pabbly Connect and select the desired actions. This could include sending an email notification or updating a CRM system with the new appointment details. Once all actions are set, save your workflow.

This allows you to automate the entire process, ensuring that your team is informed of new bookings without manual intervention. You can now enjoy a streamlined appointment management process.

Conclusion

Integrating Draft with Pabbly Connect streamlines appointment management by automating notifications and data handling. Following the steps outlined ensures a successful setup, enhancing your business efficiency.