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

Learn how to automate rent collection for the Real Estate industry using Pabbly Connect, Google Sheets, and WhatsApp. Follow our detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Rent Collection Automation

To automate rent collection, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. New users can create an account and receive 100 free tasks each month, which is perfect for exploring the application.

Once logged in, navigate to the dashboard and select Pabbly Connect to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Automate Rent Collection for Real Estate.’ Select the appropriate folder to save your workflow, ensuring easy access later.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select the trigger application as ‘Schedule’ to run the workflow daily. Choose the event as ‘Schedule Workflow’ and specify how often you want it to run. Set the time to 10 AM, for example, and click on ‘Save’ to confirm.

• Select the trigger application as Schedule
• Set the trigger event to Schedule Workflow
• Specify the time for the workflow to run

After saving the trigger setup, the workflow is ready to check your Google Sheets for tenants with outstanding rent. This automation ensures timely reminders are sent without manual intervention, significantly improving the rent collection process.

3. Integrating Google Sheets with Pabbly Connect

The next step involves integrating Google Sheets with Pabbly Connect. Select Google Sheets as your action application and choose the action event as ‘Lookup Spreadsheet Row.’ Connect your Google Sheets account by signing in and granting the necessary permissions.

Choose the spreadsheet containing tenant details, and specify the sheet to use. Set the lookup value to ‘due’ and the lookup column to ‘G’. This setup allows Pabbly Connect to identify tenants with outstanding payments efficiently.

• Select Google Sheets as the action application
• Choose ‘Lookup Spreadsheet Row’ as the action event
• Map the lookup value and column for due payments

Once you save this action, Pabbly Connect will retrieve all due payment information, allowing you to proceed to the next steps in the automation.

4. Creating Payment Links with Razorpay via Pabbly Connect

In this section, you will create payment links using Razorpay through Pabbly Connect. Select Razorpay as the action application and choose ‘Create Payment Link’ as the action event. Connect your Razorpay account by entering the key ID and secret, which you can generate from your Razorpay account settings.

Map the amount to be collected dynamically from the previous step’s response, ensuring it reflects the actual due amount. Set the currency to INR, and provide a description for the payment link. This integration allows tenants to receive personalized payment links directly.

Select Razorpay as the action application Map the amount and currency for the payment link Provide a description for the payment link

After generating the payment link, Pabbly Connect will facilitate sending this link to tenants via WhatsApp, ensuring a seamless payment process.

5. Sending WhatsApp Notifications with Pabbly Connect

Finally, you will send WhatsApp notifications to tenants using Pabbly Connect. Select the WhatsApp integration application, such as Vati, and choose the action event to send a template message. Connect your Vati account by entering the required API endpoint and access token.

Map the tenant’s WhatsApp number and customize the message template to include the tenant’s name, area, and the payment link generated earlier. This ensures that tenants receive timely reminders with all necessary details.

Select the WhatsApp application for notifications Map the tenant’s WhatsApp number Customize the message template with dynamic data

Once this step is completed, Pabbly Connect will automatically send WhatsApp messages to tenants, reminding them of their due rent and providing a direct payment link.

Conclusion

Using Pabbly Connect, you can effectively automate rent collection for the Real Estate industry. This integration with Google Sheets and WhatsApp streamlines the entire process, ensuring timely reminders and payments. By following this tutorial, you can enhance your rent collection efficiency and reduce manual follow-ups.