Send Google Sheets File as Attachment on WhatsApp to Stripe Customers Using Pabbly Connect

Learn how to integrate Google Sheets and WhatsApp to send files to Stripe customers using Pabbly Connect. Follow this step-by-step tutorial for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and WhatsApp Integration

To start sending Google Sheets files as attachments on WhatsApp to Stripe customers, you first need to set up Pabbly Connect. This integration platform will allow you to connect Google Sheets, WhatsApp, and Stripe seamlessly. Begin by logging into your Pabbly Connect account.

Once logged in, navigate to the ‘Connect’ section. Here, you will create a new workflow. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Send Google Sheets File to WhatsApp Customers’. This workflow will automate the process of sending files directly from Google Sheets to your customers on WhatsApp.

2. Configuring Google Sheets in Pabbly Connect

In this step, you will set up Google Sheets to work with Pabbly Connect. Select Google Sheets as your trigger application. You will need to authorize Pabbly Connect to access your Google Sheets account. Follow the prompts to allow access.

• Choose the specific Google Sheets file you want to use.
• Select the worksheet within that file.
• Set up the trigger to activate when a new row is added.

After configuring these settings, test the trigger to ensure that Pabbly Connect can successfully read data from your Google Sheets. This step is crucial for ensuring that the right information is sent to your customers.

3. Integrating WhatsApp with Pabbly Connect

Now that your Google Sheets is set up, the next step is to integrate WhatsApp using Pabbly Connect. Select WhatsApp as the action application in your workflow. You will need to authorize Pabbly Connect to send messages through your WhatsApp account.

When configuring WhatsApp, you will set the message template that will be sent to your customers. Include relevant details such as the customer’s name and the link to the Google Sheets file. Make sure to format the message clearly so that customers can easily understand it.

4. Connecting Stripe with Pabbly Connect

The final integration in this process is with Stripe, which will allow you to send payment-related information to your customers via WhatsApp. In your workflow, select Stripe as the action application. Authorize Pabbly Connect to access your Stripe account.

• Choose the event that triggers the WhatsApp message, such as a new payment received.
• Map the necessary fields from Stripe to your WhatsApp message.
• Test the integration to ensure everything is working smoothly.

By connecting Stripe with Pabbly Connect, you ensure that your customers receive timely updates about their payments along with the Google Sheets file.

5. Finalizing Your Pabbly Connect Workflow

With all applications connected, it’s time to finalize your workflow in Pabbly Connect. Review each step to ensure that the data flows correctly from Google Sheets to WhatsApp and Stripe. Make any necessary adjustments to the message format or data mapping.

Once everything is configured correctly, turn on your workflow. This will enable the automation to start sending Google Sheets files as attachments on WhatsApp to your Stripe customers automatically whenever a new row is added in your Google Sheets.

Conclusion

This tutorial outlined how to use Pabbly Connect to send Google Sheets files as attachments on WhatsApp to Stripe customers. By following these steps, you can automate your communication process effectively, ensuring your customers receive timely information and updates.