Pabbly

• How to set up Pabbly
• Examples of how to set up Pabbly workflows:
• 👉 Register participants to your event based on a trigger:
• 👉 Register participants to your booking based on a trigger

Pabbly is a versatile software that offers a range of tools to streamline and enhance various aspects of running a business. This allows you to simplify and optimize many of your business operations.

How to set up Pabbly

1. Go to your Pabbly account.
2. Go to Pabbly connect.
3. Click on Access now.
4. Click on Create Workflow.
5. Enter the name of the workflow.
6. Select the folder in which to save the workflow.
7. Click Create.
8. Triggers: Choose your first app by typing in Sessions.
9. Select a trigger event from the list. You can also check out the triggers here.

10. Login into the Sessions account and navigate to the "Profile" tab, click on "Account settings".
11. Now, move to the "Webhooks" page and then click on "Add webhook". Copy the above webhook URL and paste it into the URL-designated field in the Sessions account.
12. Choose the trigger event you also chose in Pabbly and choose "Permission". Click on "Confirm" to save it.
13. Click on the below "Capture Webhook Response" button and create a booking so that the webhook response can be captured here. (See Webhooks)
14. Do a test submission/record so that the data can be recorded here in the webhook response.

15. Go back to your Pabbly account and choose an action.
16. Add an action event.
17. Click Connect.

Examples of how to set up Pabbly workflows:

You can use Sessions’ 🏗️Public APIs as an action for your Pabbly workflows.

Below you can find two examples, one for a booking page and one for an event (webinar), on how to use Sessions’ Public API to register for an event/booking as an action. The following example can be adjusted for any of the Sessions’ Public API requests that you need.

👉 Register participants to your event based on a trigger:

For this example, we’ve used the following scenario and trigger:

You’re organizing a paid course, webinar, or workshop. Since Sessions doesn’t have a ticketing option implemented at the moment, you can use an external payment solution. After the participant pays the fee, this can activate the trigger in your Pabbly workflow. As an action (resulting from the trigger, in this case, the payment), you can call the Register to event as guest API with the participant’s information and register him to the event.

Setup for Pabbly Action:

1. Select API by Pabbly.
2. Select as Action Event → Execute API Request
3. Select as Action Event Method → Custom Request
4. Select as Custom Request Method → Select the API request type you're going to use (for Event Guest Registrations should be POST)
5. Fill out API Endpoint URL → Add Session's Public API endpoint that you're going to use (for Event Guest Registration should be 'https://api.app.sessions.us/api/guests/events/{event-id}/register')
6. Select as Payload Type → JSON
7. Select as Wrap Request In Array → No
8. Select as Authentication → No Auth (we use header for auth).
9. Select the Add Headers checkbox.
10. Add the following header: Label: x-api-key Value: your Public Key generated with API key role as Guest
11. Data field: add here the JSON request for your API Request. This JSON data should be filled with your data. Please note that you can use Data from your Trigger to fill this automatically.

If you use the Event Guest Registration API, this is an example of JSON structure for the Data JSON request (please fill this in with your exact data) {

"guestData": {
"email": "string",
"firstName": "string",
"lastName": "string"
},
"timeZone": "Europe/Bucharest",
"formAnswers": [
{
"formItemId": "string",
"value": "string | boolean | number | number[]"
}
]
}

12. Save and Send Test Request.

To get the formItemId for the above request, you need to call /api/events/{eventIdOrSessionId} Returns a specific event by event id or session id to get the values. Based on the Registration Form structure that you've created for your Event, you need to add the appropriate array of formAnswers in the JSON request. More info here, in the Schema section: https://api.app.sessions.us/api-docs

👉 Register participants to your booking based on a trigger

For this example, we will use the following scenario and trigger:

You have a booking page for which you want the client to pay a fee for the session. Since Sessions doesn’t have a ticketing option implemented at the moment, you can use an external payment solution. After the participant pays the fee, this can activate the trigger in your Pabbly workflow. As an action, you can call the Create a booking as guest API with the client’s information and create a booking for them.

Setup for Pabbly Action:

1. Select API by Pabbly
2. Select as Action Event → Execute API Request
3. Select as Action Event Method → Custom Request
4. Select as Custom Request Method → Select the API request type you're going to use (for Create a booking as guest should be POST)
5. Fill out the API Endpoint URL → Add Session's Public API endpoint that you're going to use (for Create a booking as guest should be 'https://api.app.sessions.us//api/guests/bookings’)
6. Select as Payload Type → JSON
7. Select as Wrap Request In Array → No
8. Select as Authentication → No Auth (we use header for auth).
9. Select the Add Headers checkbox.
10. Add the following header: Label: x-api-key Value: your Public Key generated with API key role as Guest
11. Data field: add here the JSON request for your API Request. This JSON data should be filled with your data. Please note that you can use Data from your Trigger to fill this automatically.

If you use the Create a booking as guest API, this is an example of JSON structure for the Data JSON request (please fill it in your exact data).

{
"guestData": {
"email": "string",
"firstName": "string",
"lastName": "string"
},
"bookingPageId": "string",
"startAt": "2024-02-07T14:00:00.000Z",
"timeZone": "Europe/Bucharest",
"duration": 0,
"guests": [],
"formAnswers": [
{
"formItemId": "string",
"value": "string | boolean | number | number[]"
}
]
}

12. Save and Send Test Request.

To get the formItemId for the above request, you need to call /api/booking-pages/{id} Returns a specific booking page to get the values. Based on the Registration Form structure that you've created for your booking, you need to add the appropriate array of formAnswers in the JSON request. More info here, in the Schema section: https://api.app.sessions.us/api-docs.

👉 Learn more about how to create and edit Webhooks here.

👉 Learn how to automatically save your recording on Google Drive here

👉 Learn how to automatically save a participant’s details from a booked session on a Google Drive Spreadsheet here