Integrating Brilliant Directories with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Brilliant Directories with Pabbly Connect using triggers and automation for seamless workflows. Follow our step-by-step tutorial now! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start utilizing Pabbly Connect, open your browser and search for ‘Pabbly Connect’. This will direct you to the landing page where you can either sign in or sign up for free. Signing up takes only two minutes and provides you with 100 free tasks each month.

Once you’re logged in, click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the dashboard where you can create a new workflow. For this tutorial, we will set up a workflow to automate tasks within Brilliant Directories.

2. Creating a Workflow in Pabbly Connect

Within the Pabbly Connect dashboard, the first step is to click on the ‘Create Workflow’ button. A pop-up will appear, prompting you to name your workflow. Name it according to your objective, such as ‘Setup Vook Inside Brilliant Directories’.

After naming your workflow, click on the ‘Create’ button. You will now see two boxes labeled ‘Trigger’ and ‘Action’. The trigger indicates when an event occurs, while the action specifies what happens as a result. For this integration, we will set the trigger to be an event from Brilliant Directories.

3. Setting Up the Trigger in Pabbly Connect

In the trigger section, search for ‘Brilliant Directories’ as your trigger application. Select it and then choose the trigger event ‘Members Imported or Added by Admin’. This event is essential as it will activate the automation whenever a new member is added to your directory.

Next, you need to connect Brilliant Directories with Pabbly Connect using the Vook URL. This URL acts as a bridge between the two platforms. To set this up, log into your Brilliant Directories account and navigate to the Developer Hub.

• Log into your Brilliant Directories account.
• Go to the Developer Hub.
• Locate the option for Vooks.
• Paste the Vook URL in the ‘Members Imported or Added by Admin’ event.

After pasting the Vook URL, ensure you save the settings. This step is crucial for the integration to function properly.

4. Adding a New Member in Brilliant Directories

Now that the Vook is set up, you can add a new member in your directory. Click on the ‘Add New Member’ button, and fill in the required details such as account status, membership plan, email address, first name, last name, and company name.

Once all details are filled out, click on the ‘Add New Member’ button to save. This action will trigger the Vook you set up earlier, sending the new member’s information to Pabbly Connect.

5. Verifying the Integration in Pabbly Connect

To verify that the integration has worked, return to Pabbly Connect and check for the response. You should see the details of the new member you just added. This response confirms that the data was successfully sent from Brilliant Directories to Pabbly Connect.

With this setup, every new member added to your Brilliant Directories will automatically send their information to Pabbly Connect. This allows for seamless automation of tasks, such as updating Google Sheets or sending notifications through Slack.

Conclusion

In this tutorial, we explored how to integrate Brilliant Directories with Pabbly Connect using triggers and Vooks. By following these steps, you can automate your workflows effectively and enhance your directory management experience.