Integrate Teamdeck and Aura with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Teamdeck and Aura using Pabbly Connect to automate your workflow effectively. Follow our detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Teamdeck and Aura, you first need to access Pabbly Connect. Open your web browser and type in Pabbly.com. Once on the website, navigate to the products section and select ‘Connect’ to access the integration platform.

After signing in, you can create a new workflow. Click on the ‘Create Workflow’ button at the top right corner. You will be prompted to name your workflow; for this integration, you can name it ‘Teamdeck to Aura’. This step is crucial as it sets the foundation for your integration.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will configure the trigger that initiates the workflow. Select Teamdeck as the app from which you want to send data. The trigger event will be set to ‘New Booking Created’. This ensures that every time a new booking is made in Teamdeck, it will trigger the workflow in Pabbly Connect.

• Choose Teamdeck as the app.
• Select ‘New Booking Created’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Next, head to your Teamdeck account. Go to settings and find the Integrations section. Here, click on Webhooks and create a new webhook using the URL you copied. This links Teamdeck to Pabbly Connect, allowing it to capture data whenever a booking is created.

3. Capturing Data and Setting Up Routing

Once the webhook is established, return to Pabbly Connect and click on ‘Capture Webhook Response’. This allows Pabbly Connect to receive data from Teamdeck. After capturing the data, you will see the booking details displayed in Pabbly Connect.

To ensure that only new bookings trigger the creation of a card in Aura, you need to set up a router. Click the plus button to add a router. In the router settings, create two routes: one for when a booking is created and another for when a booking is updated or deleted. This ensures that only new bookings will create an Aura card.

• Route 1: If booking is created, proceed to create an Aura card.
• Route 2: If booking is updated or deleted, stop the process.

This routing ensures that your workflow remains efficient and only processes the necessary data, utilizing Pabbly Connect effectively.

4. Creating a Card in Aura from Teamdeck Data

With the router set up, it’s time to create a card in Aura based on the booking data received from Teamdeck. In Pabbly Connect, click on the plus button to add an action step. Select Aura as the app and choose ‘Create Card’ as the action event.

You will need to connect your Aura account by allowing Pabbly Connect to access it. Once connected, you will see fields where you can map the data from Teamdeck to Aura. Fill in the necessary details such as the title, description, and deadline, ensuring that the deadline is in UTC format.

Map the title from Teamdeck booking. Use the description from the booking for the Aura card. Set the deadline in the required UTC format.

After mapping the fields, click on ‘Save and Send Test Request’ to ensure the card is created successfully in Aura. This final step confirms that your integration is working correctly through Pabbly Connect.

5. Testing the Integration for Success

To verify that your integration between Teamdeck and Aura using Pabbly Connect is functioning correctly, create a new booking in Teamdeck. Ensure that the details match what you set up in the workflow. After saving the booking, check Aura for the newly created card.

If the card appears in Aura with the correct details, your integration is successful. You can repeat this process with different bookings to test various scenarios. Remember, every new booking in Teamdeck should reflect as a card in Aura, showcasing the power of Pabbly Connect in automating your workflow.

In conclusion, using Pabbly Connect to integrate Teamdeck and Aura streamlines your resource management and card creation process. This integration eliminates manual input and enhances productivity, making it a valuable tool for your team.

Conclusion

Integrating Teamdeck and Aura with Pabbly Connect allows seamless workflow automation. By following the steps outlined, you can efficiently create Aura cards from new Teamdeck bookings, enhancing your resource management capabilities.