Automate Rent Collection with Pabbly Connect: A Step-by-Step Guide

Learn how to automate rent collection using Pabbly Connect with Google Sheets and WhatsApp. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Rent Collection Automation

To begin automating rent collection, first, access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for free, which includes 100 tasks every month to explore the application. Existing users should simply sign in.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to start creating your workflow. This platform will enable you to integrate Google Sheets and WhatsApp seamlessly for rent reminders.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate rent collection. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Automate Rent Collection for Real Estate Industry.’ Choose a folder for organization.

• Click on ‘Create’ to open the workflow window.
• Select the trigger application as ‘Schedule’ to run the workflow daily.
• Set the trigger event to ‘Schedule Workflow’ and choose the time for execution.

Once you’ve set up the trigger, click on ‘Save’. This setup ensures that Pabbly Connect will check your Google Sheets daily for tenants with outstanding rent, keeping your reminders timely and automated.

3. Integrating Google Sheets with Pabbly Connect

Next, you will integrate Google Sheets into your Pabbly Connect workflow. Select Google Sheets as your action application and choose the action event as ‘Lookup Spreadsheet Row’. This allows the workflow to find tenants with due payments.

Connect your Google Sheets account by clicking ‘Connect’ and following the prompts to authorize access. Select the spreadsheet containing tenant information and specify the sheet to look up due payments. Set the lookup value to ‘due’ and specify the column where this value is found.

• Choose the column to search for due payments.
• Configure additional options as needed, such as using sheet headers.

After setting these parameters, click ‘Save and Send Test Request’ to confirm that Pabbly Connect can retrieve the necessary tenant information from your Google Sheets.

4. Generating Payment Links via Razorpay

Once the tenant information is retrieved, the next step is to create a payment link using Razorpay within your Pabbly Connect workflow. Select Razorpay as the action application and choose the action event as ‘Create Payment Link’. This allows you to generate a unique payment link for each tenant.

Connect your Razorpay account by providing the required API keys. These can be obtained from your Razorpay account settings. Once connected, map the amount due for rent from the previous step to ensure that the payment link reflects the correct amount.

Set the currency to INR as you are operating in India. Provide a description for the payment link, such as ‘Rent for New Street’.

After configuring these settings, click ‘Save and Send Test Request’ to generate the payment link. This link will be sent to tenants via WhatsApp, ensuring they can complete their rent payments easily.

5. Sending WhatsApp Notifications to Tenants

The final step in your workflow is to send an automated WhatsApp message to tenants with the generated payment link. For this, select Vati as your action application and choose ‘Send Template Message’ as the action event. This allows you to send personalized reminders directly to tenants.

Connect your Vati account by entering the necessary API endpoint and access token. Map the tenant’s WhatsApp number from the previous steps to ensure the message reaches the correct recipient. Customize your message template to include the tenant’s name, area, and the payment link.

Ensure the message informs tenants about their due rent and includes the payment link. Test the message to confirm delivery.

After setting up the message, click ‘Save and Send Test Request’ to send the WhatsApp notification. This completes the automation process, allowing Pabbly Connect to handle rent reminders efficiently.

Conclusion

In this tutorial, we explored how to automate rent collection using Pabbly Connect, Google Sheets, Razorpay, and WhatsApp. By following these steps, you can streamline your rent collection process and ensure timely payments from tenants.