This article gives a step-by-step process to integrate Pabbly Connect within your course platform.
Pabbly Connect is the web platform that allows you to connect the third-party apps you use for your online education business to your Graphy platform. By connecting these apps you can easily automate tedious tasks such as accepting one-time and recurring payments, creating and sending invoices, recovering failed payments and transactions, and more.
Example: You can connect your Gmail account or email marketing tools like MailChimp with your Graphy platform for the events like sending an E-mail to every new learner.
Please note that you can create up to 100 tasks per month on Pabbly Connect on its free plan. Beyond that, you can purchase a subscription of your choice.
Workflow, Triggers & Actions
In simple words, Workflow is a task that you create in order to connect your Graphy platform with an App. For example, the event of automatically sending a welcome e-mail to your new learner via Mailchimp is a Workflow.
A Trigger is an event in your Graphy platform app that begins with the Workflow. Once you set up a Workflow, Pabbly Connect will monitor your Graphy platform for that event.
For example, the workflow is to add an e-mail subscriber to your E-mail list via Mailchimp every time a new learner signs up. A trigger will occur the moment any new learner signs up, & Pabbly Connect sends the learners' data from Graphy to Mailchimp.
An Action is an event that completes the Workflow. In other words, actions are the events that require Pabbly Connect to monitor third-party apps & take action via Graphy.
For example, if you want Pabbly Connect to automatically assign learners the course via the Graphy platform when their name is entered in the google sheets, that’s an action
Steps to integrate Pabbly Connect with Graphy
Sign up with Pabbly Connect.
Click on "Create Workflow"
Give a 'NAME' to the workflow and click on the 'Create' button. Select the App and the type of trigger that you want to choose.
You will find the option to enable 9 triggers which are explained below:
- New User Created: When a new learner signs up on your platform.
- New Enrollment: When a user purchases your course/package.
- New Subscriber: When a new user subscribes to your course platform.
- Learner Profile Updated: Whenever a learners’ information is updated within the platform.
- Course Completion: When a learner completes any of your courses.
- Course Item Completion: When a learner completes a part of/ an item of your course.
- Success Transaction: When the process of the course purchase transaction is complete.
- Init Transaction: Trigger when a transaction is initiated.
- New Course Published: Whenever a new course is published on the course platform.
You can create a trigger on any of the 9 mentioned occasions. However, You are looking for a different trigger, contact our support team.
Let's Suppose, you want to send a welcome email via Gmail when a new user is created on the Graphy Platform.
Firstly, choose Graphy App and then select the trigger event 'New Learner Created' and copy the Webhook URL.
Just below the Trigger section, select the action that you want to take place when a particular event occurs. Choose Gmail to send the Welcome email to the new learner, select the action event and click on connect.
Once your account gets connected, fill in the details given below like
- Recipient's Name & Email Address,
- Sender Name & Email Address
- Reply to Email Address
- Email Subject & Content
Then finally, click on the 'Save' button. If you want to send a test email then click on the 'Save & Test Request' button.
In a new tab, log in to your course platform.
Dashboard > INTEGRATIONS> Third Party
Scroll down and go to Pabbly Connect. Choose the event 'New Learner Created' and paste the link in the given space.
Once you enter the Webhook URL, click on the 'Save' button.
In this way, your first workflow will get created.
Now, let's take it the other way. Suppose you want to add every learner to your Graphy course platform when you enter their details in Google Sheets.
Create a Workflow in a similar way as discussed above. Give a name to it.
Now, in the 'Trigger' section choose the Google Sheets app and select the trigger even as 'New Spreadsheet Row'.
After choosing the app, follow the instructions given below to set up Webhook URL in your Google Sheets App.
Now, in the 'Action' section choose the Graphy App and select the action as 'Create Learner'.
Please Note: Only three action events are supported when you are integrating any app with Graphy.
Now, click on the connect button.
A form will pop up. Select 'Add New Connection' and give a 'Name' to it.
In another tab, log in to your course platform.
Dashboard > INTEGRATIONS> Third Party
Scroll down and go to Pabbly Connect. Copy the API key from here.
Then copy your subdomain from here:
Then paste it here in the form.
Note: Enter your Graphy subdomain. Login to your Graphy account navigates to Settings > Domain under the Default Domain. Ex: https://yoursubdomain.ongraphy.com skip the 'https://' and 'ongraphy.com' portion of the URL and get 'yoursubdomain'.
After filling in all the details click on the 'Save' button.
Yay! your workflow has been created now!