Integrate Google Sheets with Pabbly Connect for Payment Notifications

Learn how to use Pabbly Connect to automate student enrollment and payment notifications via SMS and Gmail using Google Sheets. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Payment Notifications

To begin automating student enrollment and payment updates, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Start by visiting the Pabbly website and signing up for an account if you haven’t done so already.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will manage the integration between Google Sheets and other applications like SMS Horizon and Zoho Mail. This setup will facilitate notifications based on payment statuses.

Configuring Google Sheets Integration with Pabbly Connect

In this section, you will configure Google Sheets as the trigger application in Pabbly Connect. First, create a new Google Sheet to log payment details. Ensure that it includes columns for first name, last name, email, mobile number, and payment status.

To connect Google Sheets with Pabbly Connect, go to the Add-ons menu and select Pabbly Connect Webhooks. If it’s not installed, you can find it in the Google Workspace Marketplace. After installation, refresh your Google Sheet to ensure the add-on is active.

• Open your Google Sheet and go to Add-ons.
• Select Pabbly Connect Webhooks and click on Initial Setup.
• Copy the Webhook URL provided by Pabbly Connect and paste it into the setup.
• Set the trigger column to the last column where payment status will be entered.

After completing these steps, click Submit to finish the setup. This integration allows Pabbly Connect to monitor changes in your Google Sheet and trigger actions based on the payment status.

Creating a Payment Success Route in Pabbly Connect

Once Google Sheets is connected to Pabbly Connect, you need to set up a route for successful payments. This involves creating a filter that checks if the payment status is marked as ‘done’. If it is, the student will be added to the system.

In your Pabbly Connect workflow, add a Router by selecting it from the available options. You will create two routes: one for successful payments and one for failed payments. For the successful payment route, configure the filter to check if the payment status equals ‘done’.

• Rename the first route to ‘Payment Success’.
• Set the filter condition: Payment Status is equal to Done.
• Add an action to create a student in your LMS (e.g., Gurukan).

After configuring the action, map the necessary fields such as email, name, and phone number from the Google Sheet to the LMS. This ensures that when a payment is successful, the student is automatically enrolled.

Handling Payment Failures with Pabbly Connect

After setting up the successful payment route, the next step is to manage payment failures. This route will notify students via SMS and email if their payment fails. In Pabbly Connect, create the second route for failed payments.

Similar to the success route, set up a filter to check if the payment status is marked as ‘fail’. If the condition is met, configure actions to send notifications to the student.

Rename the second route to ‘Payment Fail’. Set the filter condition: Payment Status is equal to Fail. Add actions to send an SMS using SMS Horizon. Add another action to send an email using Zoho Mail.

Ensure that the SMS and email messages are properly configured to inform the student about the payment failure and encourage them to retry.

Testing and Launching Your Integration with Pabbly Connect

After configuring both routes in Pabbly Connect, it’s time to test your integration. Enter test data in your Google Sheet to simulate both successful and failed payments. Monitor the responses in Pabbly Connect to confirm that the correct actions are triggered based on the payment status.

Check your SMS Horizon and Zoho Mail accounts to verify that notifications are sent correctly. If everything works as expected, your integration is ready for use. You can now automate student enrollment and payment notifications effectively.

Remember, using Pabbly Connect simplifies the process of integrating multiple applications without needing coding skills. This powerful tool allows for seamless automation across your business processes.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate student enrollment and payment notifications through Google Sheets. By following these steps, you can efficiently manage successful and failed payments, enhancing your operational efficiency.

With Pabbly Connect, integrating applications like Google Sheets, SMS Horizon, and Zoho Mail has never been easier. Start automating your workflows today and improve your business processes!