Running a successful business can be gruelling at times. Keeping customers happy, employees productive, and your business profitable simultaneously is a handful. That’s why business owners prefer task automation as much as possible. Again, automating each action one by one is time-intensive when working with multiple applications or services. The solution is to use an integration tool like Pabbly Connect.
It lets you integrate multiple applications by supervising the workflows efficiently. This saves time and reduces your dependence on coders and software developers. To derive all benefits of Pabbly Connect, you need to know how to use it. This guide will explain its working in detail.
5 Steps To Get Started With Pabbly Connect
Before proceeding further, you must know the basic working and available tools. Here’s the progression that’ll help you:
1. Creating Workflows
All the included steps must be well thought out to execute an action correctly. A workflow is a kind of protocol for performing tasks. You can include a series of triggers and schedules to connect the necessary applications when necessary. Control what step to add and when to execute for automating a procedure. For example, you can start with the application name you want to be integrated and why you want to integrate it with your other applications. Use an email parser to collect customer data from incoming emails, which requires processing. Here goes the 3-step automation process.
- Visit Pabbly Connect’s site and click on ‘Create Workflow.’
- Choose applications that you want to integrate.
- Fill out the fields like ‘Trigger Event’ and ‘Choose App,’ and you’re done.
We’ll discuss the ‘trigger event’ and ‘choose app’ functions in the later steps of this article.
2. Setting Up A Trigger App
Pabbly Connect acts like a middleman in the implementation of an action. First, there is a trigger app that sends data, then Pabbly gets the info and directs another app called the ‘action’ app to perform that task. Simply put, you introduce a ‘when it happens’ protocol using triggering apps. Its drop-down menu gives you two options, webhook and schedule. A webhook is a way of modifying the behaviour of a web page with callbacks from third-party users. Pabbly creates a link for the app, which receives all data commands.
Using the scheduling feature, you can also discharge the same task at regular intervals. Thus, you can automate repetitive tasks without having to check over everything regularly. Pabbly already has integrations with certain triggering services and is always adding more. Here’s the list:
- Pabbly Subscriptions
- Woo Commerce
- Aida Form
- Survey Anyplace
3. Designating API actions
Once you’ve defined the protocols of a trigger, the app knows to fire an action. But you still haven’t assigned what action is to be performed. Deciding on those ‘actions’ will be the next step in the workflow. Pabbly Connect has a ‘Choose App’ menu to help you provide all the methods to perform a certain action. Choose the app you want integration with and get an endpoint URL for your task. Customize your requests or use available ones like ‘post,’ ‘get,’ ‘delete,’ etc., and add the corresponding URL.
For authentication, Pabbly gives you an API key specific to your account. It caters to all authentication types and even supports apps that don’t require authentication. Add all attributes received from the trigger app in the fields. These could be written code or simple text. You can also add extra parameters if need be.
4. Fixing Condition And Comparison
Condition and comparison are variables that help you include an ‘If, Then, Else’ action in your workflow. Under the ‘choose app’ section, there’s a filter tool that contains these variables. Here’s a step-by-step approach to avoid confusion:
- Select a condition from the app responses displayed.
- Pick a method of comparison between two fields. All available comparisons are:
|Name of comparison||When to use|
|Equals to||Data in the first field is equal to data in the next field.|
|Does not equal to||Data in the two fields aren’t equal.|
|Less than||The first field’s value is less than the second field’s value|
|Greater than||The first field’s value is greater than the second field’s value|
|Contains string||If the second field contains some sequence of the previous field|
|Does not contain a string||If there’s no sequence match between two fields|
|Is exist||Data in the first field must be present in the workflow|
|Does not exist||Data in the first field must not be there in the workflow|
|Start with||The first field’s data starts with the second field’s data|
|Does not start with||The first field’s data doesn’t start with data in the second field|
|End with||Value in the first field ends with value in the second field|
|Does not end with||The first field data doesn’t end with the second field’s value.|
You can add custom data for the condition variable or place a custom condition using the ‘OR Condition’ button in the filter tab. This completes the structural aspect of the workflow design. The next steps would be optimizing the pattern for various paths using the ‘Router’ and ‘Iterator.’
5. Routing And Iterating
The same data can serve multiple streams simultaneously through routers. The number of routes is determined by the number of ways the software can respond to a certain action. For example, if your company receives a request from a regular user id, you can only send the free product. But, if the request comes from a registered premium user id, you can provide the premium product or services. To implement these action pathways, you need routers.
In Pabbly Connect, under the router tab, there is an ‘add route’ button to help add multiple tracks along with customizable name options. An iterator lets you process an array of data by evaluating all individual values. After the iterator stage, each value will be included in other action steps.
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Who Can Use Pabbly Connect?
As mentioned earlier, any business or company that deals with several apps at a time to provide its services needs an integration tool. Websites that use payment gateways and other applications like Paypal can greatly benefit from Pabbly Connect. Companies that use Google Sheets frequently can also avail of its services to automate data collection as it integrates Google Sheets within the website interface. In general, companies that hire a lot of software developers regularly can benefit from this service.
Running all app integrations efficaciously and streamlining data flow is every company’s vision. Pabbly Connect walks your company through the journey of attaining that aim. There’s no nuisance of hiring developers and no need to learn to code. A 30-day money-back guarantee is also available. Automate your workflow in three simple steps, integration, configuration, and customization. Pabbly Connect saves manual efforts and time through workflow cloning and gives three times more workflow executions than its alternatives. Operate based on the above steps to integrate all applications under one umbrella.