Pabbly
Last updated
Last updated
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.
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.
Make an account on Pabbly.
You'll see a workspace as shown in the image below.
On the dashboard, head over to 'create workflow.'
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.
Select your trigger application, i.e. from where the Pabbly workflow starts. Here our trigger application is 'Chatman', search in the box and tap.
Under Trigger event, choose an event.
For instance we select New Contact Added.
Once you have selected an event tap 'Connect.'
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.
Now under existing connection tap account which you want to associate and tap 'Save.'
Now, under Card select the user creation type which on which the events gets triggered.
For eg: Direct.
Tap 'Save & Send Test Request.'
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.
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.
Under action and event select an event, for eg: Select send email and tap 'connect.'
The fields might change according to the event selected.
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.
Enter all the fields and tap save and test response.
If don't want to fill any field, simply leave it blank.
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.