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

Learn how to integrate Simply and City using Pabbly Connect with this detailed tutorial. Automate your workflows effectively! 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 begin the integration process using Pabbly Connect, first, navigate to the Pabbly Connect homepage. You can do this by typing the URL Pabbly.com/connect into your web browser. Once there, you will see two options: ‘Sign In’ and ‘Sign Up for Free.’ If you are a new user, click on ‘Sign Up for Free’ to create an account.

As a new user, you will receive 100 free tasks every month to explore the features of Pabbly Connect. If you already have an account, simply click on ‘Sign In’ to log into your existing account. Once logged in, you will be directed to the dashboard where you can create and manage your workflows.

2. Creating a New Workflow in Pabbly Connect

Now that you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button on your dashboard. A dialog box will appear prompting you to name your workflow. For this example, name it ‘Integrate Simply and City’.

• Select a folder for your workflow, such as ‘Automations for Simply and City’.
• Click on ‘Create’ to finalize your workflow.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result of that Trigger. For this integration, we will set Simply as the Trigger and City as the Action.

3. Setting Up Simply as the Trigger in Pabbly Connect

In this step, we will set Simply as the Trigger application in Pabbly Connect. Click on the Trigger section and select Simply from the list of applications. You will then need to choose a Trigger event, such as ‘New Entry’.

Next, click on the ‘Connect’ button to establish a connection between Simply and Pabbly Connect. If you are prompted, log into your Simply account to grant access. Once connected, you will need to select the specific data you want to capture from Simply.

• Choose the relevant fields you wish to sync.
• Click ‘Save and Send Test Request’ to verify the connection.

After the test request, you should see a confirmation of the data received from Simply. This indicates that the Trigger setup is successful.

4. Configuring City as the Action in Pabbly Connect

Now, we will set City as the Action application in Pabbly Connect. Click on the Action section and select City from the application list. You will need to choose an Action event, such as ‘Create Record’.

Similar to the Trigger setup, click on the ‘Connect’ button to link City with Pabbly Connect. If you have already connected City in a previous step, you can use the existing connection. If not, provide the necessary permissions to allow Pabbly Connect to access your City account.

Select the base name and table name where data will be recorded. Map the fields from Simply to the corresponding fields in City.

After mapping the fields, click ‘Save and Send Test Request’ to ensure that the data is being correctly sent to City. You should receive a confirmation response indicating that the record has been successfully created in City.

5. Finalizing the Integration Between Simply and City

With the Trigger from Simply and Action to City set up in Pabbly Connect, the integration is now complete. You can test the entire workflow by adding a new entry in Simply and observing if it reflects in City automatically.

By using Pabbly Connect, you can automate the data transfer process between Simply and City, saving you time and reducing manual errors. If you need to make adjustments, you can always return to your workflow in Pabbly Connect to modify the settings or add additional actions.

Automation through Pabbly Connect facilitates seamless data management, allowing you to focus on more critical aspects of your business. Make sure to monitor the workflow for any issues and ensure that data is flowing smoothly between Simply and City.

Conclusion

In this tutorial, we explored how to integrate Simply and City using Pabbly Connect. By following the step-by-step instructions, you can automate your workflows efficiently, enhancing productivity without the need for coding skills.