Integrate WhatsApp and Gmail with Pabbly Connect for Automated Invoicing

Learn how to automate invoice sharing via WhatsApp and Gmail using Pabbly Connect. Step-by-step guide to streamline your billing process. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. Once there, you can either sign in if you’re an existing user or sign up for free if you’re new. Signing up provides you with 100 free tasks each month, which is great for testing your automations.

After logging in, navigate to the dashboard where you will find various Pabbly applications. Click on Pabbly Connect to start creating your workflow. This platform is essential for connecting your applications seamlessly.

Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this example, name it ‘Share P Subscription Billing Invoices via WhatsApp and Email.’ Select a folder to save your workflow for better organization.

After naming your workflow, the next step is to define the trigger. Here, you will select ‘P Subscription Billing’ as your trigger application. The trigger event will be set to ‘New Invoice Created’. This setting ensures that every time a new invoice is generated, your workflow will activate automatically.

Setting Up the Webhook with P Subscription Billing

To link Pabbly Connect with your P Subscription Billing account, you need to set up a webhook. Copy the webhook URL provided by Pabbly Connect and navigate to your P Subscription Billing account settings. Under the settings menu, find the ‘Webhooks’ section to paste the URL.

When adding the webhook, provide a name, select the product (e.g., Advanced Java Programming), and choose the plan (Java Mastery Half-Year Plan). Finally, select the ‘Create Invoice’ event and save your changes. This connection allows Pabbly Connect to receive real-time updates about new invoices.

Sending WhatsApp Messages and Emails via Pabbly Connect

For the action step, you will select the ‘AI Sensei’ application for sending WhatsApp messages. Choose the action event as ‘Send Template Message’. Here, you will need to connect your AI Sensei account by entering the API key, which can be obtained from your AI Sensei account settings. using Pabbly Connect

• Map the parameters such as customer name, amount, and invoice link from the previous step.
• Ensure all template parameters are filled correctly for dynamic messaging.
• Click on ‘Save and Send Test Request’ to verify the message is sent successfully.

After sending the WhatsApp message, the next action is to set up an email notification using Gmail. Select Gmail as your action application and choose ‘Send Email V2’. Connect your Gmail account and map the recipient’s email address to ensure the invoice reaches the correct customer.

Testing Your Integration with Pabbly Connect

After completing the setup, it’s crucial to test the integration. Perform a test submission in your P Subscription Billing account to generate a new invoice. This action should trigger the workflow in Pabbly Connect, sending both a WhatsApp message and an email to the customer.

Check your WhatsApp and email to confirm that the messages contain the correct details such as the customer name, amount, and invoice link. If everything is set up correctly, you should receive both notifications promptly, showcasing the power of automation through Pabbly Connect.

Conclusion

By following this tutorial, you have successfully integrated WhatsApp and Gmail for automated invoice sharing using Pabbly Connect. This process streamlines your billing operations, ensuring customers receive timely notifications about their subscriptions.