How to use Pabbly Connect with Prefinery

Prefinery has native integration support with different apps, and for more complex integrations you can use Zapier and Webhooks. You can even run your own scripts to capture submitted data. 

Much like Zapier, Integrately, Make and Sync Spider, Pabbly Connect is an online integration platform that allows you to automate processes between two or more services, sending information from one to the other. 

With both Prefinery's and Pabbly Connect's native webhook support, you can connect your Prefinery campaign to other 3rd-party tools using Pabbly Connect. 

Here's how: 

Using Prefinery Trigger

1

From your Pabbly Connect dashboard, click on Create Workflow in the top-right corner. 

In the popup modal that appears, enter a name for your workflow (best practice is to state the trigger/event and which app does it, then the action/effect and which app does it). Click Create to proceed to the workflow editor. 

2

In the workflow editor, for the Trigger choose Prefinery as the app, set trigger event to User Created, then copy the Webhook URL. 

Click on the Capture Webhook Response button and wait until it turns to Waiting For Webhook Response. You'll be referring to this in a later step to check if you've properly connected Prefinery to Pabbly Connect. 

3

In your Prefinery project dashboard, follow our guide on using webhooks to add Pabbly Connect's webhook URL. 

After pasting in the Webhook URL, make sure to set the correct Event (must match the Prefinery trigger event in Pabbly Connect) then click Add. 

After adding the webhook URL, click on its Test button to confirm that you've added it properly. If all's good, a notification message will appear telling you that Pabbly Connect returned a response code of HTTP 200 which means you're pretty much set from Prefinery's end. 

4

Back in Pabbly Connect, you'll also find that the webhook response from Prefinery has been captured successfully. 

Click Save and you'll get the below success message. 

Your Prefinery trigger is all set! Click on  OK to proceed with setting up the rest of your workflow (e.g. adding the newly created user to your other app). 

Using Webhook Trigger

1

From your Pabbly Connect dashboard, click on Create Workflow in the top-right corner. 

In the popup modal that appears, enter a name for your workflow (best practice is to state the trigger/event and which app does it, then the action/effect and which app does it). Click Create to proceed to the workflow editor. 

2

In the workflow editor, choose Webhook for your trigger then copy the Webhook URL. 

Click on the Capture Webhook Response button and wait until it turns to Waiting For Webhook Response. You'll be referring to this in a later step to check if you've properly connected Prefinery to Pabbly Connect. 

3

In your Prefinery project dashboard, follow our guide on using webhooks to add Pabbly Connect's webhook URL. 

After pasting in the Webhook URL, make sure to set the correct Event then click Add. 

After adding the webhook URL, click on its Test button to confirm that you've added it properly. If all's good, a notification message will appear telling you that Pabbly Connect returned a response code of HTTP 200 which means you're pretty much set from Prefinery's end. 

4

Back in Pabbly Connect, you'll also find that the webhook response from Prefinery has been captured successfully. 

Click Save and you'll get the below success message. 

Your Prefinery trigger via Webhook module is all set! Click on  OK to proceed with setting up the rest of your workflow (e.g. adding the newly created user to your other app). 

Using Prefinery Action

With the Prefinery action step in Pabbly Connect, you can send data from 3rd-party services to your Prefinery campaign. For example, to let Prefinery know that a referred user made a purchase. 

1

In Pabbly Connect while editing your workflow, add an Action step then set App to Prefinery and your Action Event e.g. Trigger Reward. Click the Connect With Prefinery button. 

2

Following our guide on enabling Prefinery API access, setup your Prefinery credentials in Pabbly Connect. 

3

Once connected, set the Project, then Map the Email Address and other fields.