Integrating FlexiFunnels and Notion Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate the addition of FlexiFunnels purchase details in Notion using Pabbly Connect with this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating FlexiFunnels with Notion, you need to access Pabbly Connect. Begin by typing the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account. After signing up, you will receive 100 free tasks every month to explore the platform. Once signed in, navigate to the dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ option. You will be prompted to name your workflow; enter a name like ‘Add FlexiFunnels Purchase Details to Notion’. Select the appropriate folder for the workflow, such as ‘Automations for Learning Management’.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger is what initiates the workflow, and the Action is what occurs as a result. For this integration, select FlexiFunnels as the trigger application and Notion as the action application.

• Name your workflow appropriately.
• Select the folder for your workflow.
• Choose FlexiFunnels as the trigger application.
• Choose Notion as the action application.

With these steps, you have successfully set up the basic structure of your automation.

3. Setting Up Trigger Event in FlexiFunnels

Now, you need to configure the trigger event in Pabbly Connect. Select the trigger event as ‘New Purchase’ in FlexiFunnels. This means that every time a new purchase is made, it will trigger the workflow.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as you will need to paste it into your FlexiFunnels account to capture the purchase details. Navigate to your FlexiFunnels account and set up the webhook under the product rules for the specific course you are selling.

• Select the course in FlexiFunnels.
• Click on ‘Set Product Rules’ to add a new rule.
• Paste the copied webhook URL in the designated field.

After saving the rule, your trigger setup is complete, and it will now wait for a new purchase to capture the data.

4. Testing the Integration with a Dummy Purchase

To ensure the integration works, you need to perform a test purchase. Go back to the checkout page of your FlexiFunnels course and complete the purchase as a customer. Enter the required details like name, email, phone number, and payment information.

Once the purchase is completed, return to Pabbly Connect. You should see that the webhook has received the response with all the purchase details, including transaction ID, amount, customer name, email, and city. This confirms that the integration is functioning correctly.

Complete the purchase on FlexiFunnels. Check for the webhook response in Pabbly Connect. Verify that all details are captured accurately.

This testing phase is crucial to confirm that your automation is set up correctly before moving on to the next step.

5. Setting Up the Action in Notion

Now that you have confirmed the trigger works, it’s time to set up the action in Pabbly Connect. Select Notion as the action application and choose ‘Create Database Item’ as the action event. This will allow you to add new records to your Notion database automatically.

Connect your Notion account to Pabbly Connect by allowing access to the necessary pages. Once connected, select the database where you want to store the purchase details, such as ‘New Payment Details’. Map the fields from the webhook response to the corresponding fields in your Notion database, including name, email, phone number, and city.

After mapping the data, click on ‘Save and Send Test Request’. If everything is set up correctly, you should see the new entry appear in your Notion database, confirming that the integration is successful.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the addition of FlexiFunnels purchase details into Notion. By following the steps outlined, you can streamline your workflow and manage customer data efficiently. This integration not only saves time but also enhances your business operations.