Integrate Trigger with Simply Using Make: A Step-by-Step Guide

Learn how to integrate Trigger with Simply using Make in this detailed tutorial. Follow our step-by-step guide to automate your workflow effectively. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Trigger in Make

To begin integrating Trigger with Simply using Make, we first need to set up the Trigger application in Make. This step is crucial as it will define the event that initiates our workflow. In this case, we will use the new row added in Google Sheets as our trigger event.

After logging into Make, click on the ‘Create Workflow’ button. Name your workflow, and select your desired folder. Then, add a module for Google Sheets and select the trigger event as ‘New Row Added’. This will allow our automation to respond whenever a new entry is made in the specified Google Sheets document.

2. Connecting Google Sheets to Make

Now that we have set up our trigger, we need to connect Google Sheets to Make. This is done by providing a webhook URL which acts as a bridge between the two applications. To obtain this URL, go back to your workflow in Make and copy the provided webhook URL. using Pabbly Connect

• Open your Google Sheets document.
• Click on Extensions, then Add-ons, and select Get Add-ons.
• Search for Pabbly Connect Webhooks and install it.

After installation, refresh your Google Sheets. Navigate to Extensions, select Pabbly Connect Webhooks, and click on Initial Setup. Paste the webhook URL you copied from Make into the designated field and specify the trigger column.

3. Testing the Integration

With the connection established, it’s time to test the integration. To do this, enter some dummy data into your Google Sheets. For example, add a first name, last name, phone number, and email address in the respective columns. Once you save this data, Make should receive the information through the webhook. using Pabbly Connect

Return to Make and check the webhook response. If everything is set up correctly, you should see the details from your Google Sheets entry reflected in the response. This confirms that the trigger is working properly and that data is being sent to Make as intended.

4. Creating a Contact in Simply

Now that we have confirmed the trigger works, we need to set up the action to create a contact in Simply. In your Make workflow, add another module and select Simply as your action application. Choose the action event as ‘Create Contact’. using Pabbly Connect

Next, connect Simply to Make by entering the required API key from your Simply account. This can be found in the settings under API settings. Once connected, map the fields from the Google Sheets data to the corresponding fields in Simply. This includes first name, last name, email, and phone number.

5. Finalizing the Automation

After mapping all necessary fields, click on ‘Save and Send Test Request’ in Make. This will send the data from Google Sheets to Simply, creating a new contact. Check your Simply dashboard to confirm that the contact has been created successfully. using Pabbly Connect

To ensure everything is functioning smoothly, try adding another entry in Google Sheets. Repeat the process and verify that a new contact is automatically created in Simply. This complete integration allows for seamless data management between Google Sheets and Simply through Make.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Trigger with Simply using Make allows for efficient data handling between applications. By following these detailed steps, you can automate the process of creating contacts directly from Google Sheets, saving time and reducing manual errors.