Integrating Simply, Channel, and Box with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Simply, Channel, and Box using Pabbly Connect with this detailed tutorial. Follow the exact steps to automate your workflows effectively. 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. Setting Up Pabbly Connect for Integration

To start integrating Simply, Channel, and Box, you first need to access Pabbly Connect. This platform serves as the central hub for all your integration needs. Log into your Pabbly Connect account and create a new workflow.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger section is where you define what event will start the automation, while the Action section specifies what should occur as a result. This setup is crucial for effective automation.

2. Selecting the Trigger Application in Pabbly Connect

In the Trigger section, select Simply as your trigger application. This means the automation will start when an event occurs in Simply. For the trigger event, choose ‘New User Joined’ to capture new users added to your Simply account.

• Select Simply from the list of available applications.
• Choose ‘New User Joined’ as the trigger event.
• Copy the webhook URL generated by Pabbly Connect.

This webhook URL is essential for connecting Simply with Pabbly Connect. Ensure you save it for the next steps in your automation setup.

3. Configuring Simply for Pabbly Connect Integration

Now that you have the webhook URL, log into your Simply account. Navigate to the automation section and create a new automation. Name your automation appropriately, such as ‘Simply to Pabbly Connect Integration’.

Next, drag the ‘Join’ module into your automation workflow. Double-click on it and select the list where new users will be added. This ensures that the automation triggers whenever a new user joins the specified list.

• Select the appropriate list for user joins.
• Paste the copied webhook URL into the designated field.
• Save your configuration to finalize the setup.

After saving the configuration, ensure that the Join module is connected to the Sync to Third Party module, which will handle the data transfer to Pabbly Connect.

4. Finalizing the Integration in Pabbly Connect

With the Simply integration set up, return to your Pabbly Connect workflow. You will now need to define the Action that will take place when the trigger event occurs. Choose the action application, which in this case will be Channel.

Specify the action event as ‘Add User’ to ensure that when a new user joins Simply, they are also added to Channel. Connect the action module to the trigger module to complete the workflow setup.

Select Channel as the action application. Choose ‘Add User’ as the action event. Connect the trigger and action modules.

After connecting the modules, save and publish your automation. This will activate the integration between Simply, Channel, and Box through Pabbly Connect.

5. Testing the Integration Workflow

To ensure everything is working correctly, test your integration. Add a new user to the specified list in Simply. After a brief wait, check the response captured in Pabbly Connect to verify that the new user details are accurately reflected.

If the integration is successful, you will see the new user’s information in the response section of Pabbly Connect. This confirms that the connection between Simply, Channel, and Box is functioning as intended.

Add a new user in Simply to trigger the automation. Wait for the response in Pabbly Connect. Verify that the user’s details are captured correctly.

This testing process ensures that your integration is seamless and ready for use. You can now automate your workflows effectively with Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Simply, Channel, and Box using Pabbly Connect. By following the detailed steps, you can automate your processes and enhance your marketing efforts effectively.