Integrating Simply and City with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Simply and City using Pabbly Connect in this detailed tutorial. Follow our step-by-step guide to automate your workflows seamlessly. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Simply and City, first access Pabbly Connect by visiting the Pabbly Connect website. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in using the ‘Sign In’ option.

Once logged in, you will be directed to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin the integration process. This is where you will set up the connection between Simply, City, and other applications through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Integrate Simply and City’. Choose a folder to save your workflow for better organization.

• Click on ‘Create’ to proceed.
• Select a trigger application, which in this case will be Simply.
• Choose the action application, which will be City.

In this step, you will set the trigger event for when a new entry is created in Simply. This will allow Pabbly Connect to automate the data transfer to City whenever a new record is added.

3. Setting Up the Trigger in Pabbly Connect

Now, it’s time to set up the trigger in Pabbly Connect. Select Simply as your trigger application and choose the specific event that will initiate the workflow, such as ‘New Record’. This event will capture any new data added to Simply.

Next, you will need to connect your Simply account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize access. Make sure to select the correct base and table from your Simply account to ensure that the right data is captured.

• Select the base and table from Simply.
• Click on ‘Save and Send Test Request’ to confirm the connection.
• Ensure the response from Simply is received successfully.

This step is crucial as it verifies that Pabbly Connect can access and retrieve data from Simply, setting the stage for the next part of the integration with City.

4. Setting Up the Action in Pabbly Connect

After establishing the trigger, the next step is to set up the action in Pabbly Connect. Select City as your action application. Choose the action event, such as ‘Create Record’, which will allow you to send the data from Simply to City.

Similar to the trigger setup, you will need to connect your City account to Pabbly Connect. Click on ‘Connect’ and authorize access to your City account. Once connected, you can map the fields from Simply to the appropriate fields in City, ensuring that all data is transferred correctly.

Map the fields from Simply to City accurately. Click on ‘Save and Send Test Request’ to verify the action. Check the response to confirm that the record was created successfully in City.

This action completes the integration process, allowing Pabbly Connect to automate data entry between Simply and City seamlessly.

5. Conclusion

In this tutorial, we explored how to integrate Simply and City using Pabbly Connect. By following the steps outlined, you can automate your data management processes effectively. This integration not only saves time but also enhances accuracy in your workflows.

Utilizing Pabbly Connect allows you to connect various applications without the need for coding, making automation accessible for everyone. Start automating your processes today with Pabbly Connect!