Pabbly Connect

Here’s the reformatted information from the Cleanly documentation on Pabbly Connect integration:

Pabbly Connect Integration with Cleanly Booking 🔗

This document details the process of integrating Pabbly Connect with the Cleanly Booking product by ThemeDev. Pabbly Connect is an automation platform that helps you connect various applications and automate workflows without coding. Integrating it with Cleanly allows you to trigger actions in other apps based on Cleanly booking events.

Step-by-Step Guide to Configure Pabbly Connect Integration:

To set up the integration, you will mainly work within Pabbly Connect to create a workflow and then link it to Cleanly Booking via a Webhook URL.

Part 1: Setting Up a Workflow in Pabbly Connect

1. Access Pabbly Connect:
   • Sign up or log in to your Pabbly Connect account.
   • Access the Pabbly Connect platform dashboard.
2. Create a New Workflow:
   • Click on the option to create a new workflow.
   • Give your workflow a descriptive name (e.g., “Cleanly Booking to CRM”).
   • Save the new workflow.
3. Set Up the Webhook Trigger:
   • In your new workflow, choose “Webhook” as the Trigger App.
   • Select “Catch Webhook” as the Trigger Event.
   • Pabbly Connect will generate a unique Webhook URL. Copy this URL. This URL will be used in Cleanly Booking to send data to Pabbly Connect.
   • At this point, Pabbly Connect will be waiting for a test response from the webhook.
4. Configure Action Apps and Events (in Pabbly Connect):
   • After the webhook trigger, add your desired Action App(s) (e.g., Google Sheets, Mailchimp, CRM).
   • Select the corresponding Action Event (e.g., “Add New Row,” “Add Subscriber,” “Create Record”).
   • You will map the data received by the webhook to the fields of your action app.

Part 2: Integrating the Webhook into Cleanly Booking

1. Access Cleanly Booking Settings in WordPress:
   • Open your WordPress wp-admin panel.
   • Navigate to “Settings” under “Cleanly Booking.”
2. Go to the Integration Section:
   • Click on the “Integration” tab.
3. Paste Pabbly Connect Webhook URL:
   • Find the section for Pabbly Connect integration.
   • Paste the Webhook URL you copied from Pabbly Connect into the designated field.
   • Set any desired field names as prompted by the Cleanly settings (this might define how data is sent).
   • Save all changes.

Once this integration is complete, any booking confirmed through Cleanly will send data via the configured webhook to your Pabbly Connect workflow, triggering the subsequent actions you have set up in Pabbly Connect.