Pabbly

Pabbly card allows you to trigger a workflow from your Pabbly account and use the input data (from chatman) in performing different actions or workflow. A workflow is a sequence of actions that connects two or more apps and automates a task.

Using Pabbly Card In Journey

Add a Pabbly card to the journey whose data you want to store under workflow and later on perform an action as desired.

Your Pabbly card might be inactive. Follow the steps below to activate and store the attributes.

Creating Account on Pabbly

1. Make an account on Pabbly.

1. You'll see a workspace as shown in the image below.

Create Workflow

1. On the dashboard, head over to 'create workflow.'

1. Enter a relevant workflow name and select where you want to store it and tap 'Create.'

For, e.g., We name it 'Welcome_email' and store it under home.

Create Trigger

1. Select your trigger application, i.e. from where the Pabbly workflow starts. Here our trigger application is 'Chatman', search in the box and tap.

1. Under Trigger event, choose an event.

Different Events Explained

• Contact Completed Journey: This event triggers when a contact finishes a journey in your Chatman account. You can use this event to trigger actions based on the completion of a journey, such as sending a follow-up email, updating a spreadsheet, or creating a task.

• Contact Started Journey: This event triggers when a contact starts a journey in your Chatman account. You can use this event to trigger actions based on the initiation of a journey, such as sending a welcome message, adding a tag, or assigning a score.

• Custom Event Triggered: This event triggers when a custom event is triggered in your Chatman account. You can use this event to trigger actions based on any condition or logic that you define, such as sending a notification, creating a record, or calling a webhook.

• Export via Zapier : Send Attributes: This event triggers when the Export via Zapier card runs in the conversational flow in your Chatman account. The Export via Zapier card allows you to send user-defined and system attributes to zapier. You can use this event to trigger actions based on the attributes that you send, such as creating a contact, updating a CRM, or sending a personalized message.

• New Contact Added: This event triggers when a new contact is added in your Chatman account. You can use this event to trigger actions based on the addition of a new contact, such as sending a welcome email, adding them to a list, or enrolling them in a journey.

For instance we select New Contact Added.

1. Once you have selected an event tap 'Connect.'

1. A pop-up will appear. Now under 'Makerobos Chatman', choose add new connection or select existing connection.

Here we select existing connection as we previously connected with chatman.

1. Now under existing connection tap account which you want to associate and tap 'Save.'

1. Now, under Card select the user creation type which on which the events gets triggered.

Different User Creation Type

• Contact API: This user creation type is triggered when a new contact is added to Chatman via the Contact API. The Contact API allows you to create, update, and delete contacts programmatically using HTTP requests.

• Imported: This user creation type is triggered when a new contact is imported to Chatman from another source, such as a CSV file, Google Contacts, or Outlook. You can import contacts to Chatman using the Import Contacts feature in the app.

• Direct: This user creation type is triggered when a new contact is created directly in Chatman, either manually or by using a chatbot. You can create contacts in Chatman by filling out a form, scanning a QR code, or chatting with a bot.

• Ad Click: This user creation type is triggered when a new contact is created from an ad click. This means that the contact clicks on an advertisement that leads to Chatman, such as a Facebook ad, a Google ad, or a banner ad on a website.

• Shopify: This user creation type is triggered when a new contact is created from a Shopify integration. This means that the contact is a customer or a potential customer who has interacted with your Shopify store, such as by placing an order, signing up for a newsletter, or browsing your products.

For eg: Direct.

1. Tap 'Save & Send Test Request.'

1. Once you have clicked over the "Save & Send Test Request" button, then do a direct contact add in Chatman in order to capture the response here.

After tapping, we added a contact starting with 9170168XXXXX manually in Chatman and received the response for the same in Pabbly.

Create Action

1. You'll now be redirected to the action, select an app where you want to send those data. For eg: Lets' select 'Gmail.'

You can select any application of your choice where you want the action to get triggered.

1. Under action and event select an event, for eg: Select send email and tap 'connect.'

The fields might change according to the event selected.

1. Now under Gmail tap 'Add new connection.' If you have an existing one tap 'Select existing connection.'

We have an existing connection, so we opt for 'select existing connection' and then under 'existing connection,' select connection and tap 'Save.'

For adding a new connection, opt 'add new connection.' Click, connect with Gmail and choose the account with which you want to associate.

1. Enter all the fields and tap save and test response.

If don't want to fill any field, simply leave it blank.

1. You'll receive a list of fields. If you want to update the data, tap 'save and test response' or else tap 'save' to store the response.

As we entered the fields, we received an email on the entered Gmail account.