Learn how to send WhatsApp invites automatically for weddings, birthdays, and engagements using Pabbly Connect. Follow our step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automated WhatsApp Invites

To send automated WhatsApp invites for special occasions, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and signing in or signing up for a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create workflows that automate your invitation sending process. This is crucial, as Pabbly Connect will be the central platform facilitating the integration between your Google Sheets and WhatsApp.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name that reflects your objective, such as ‘Send WhatsApp Invites’. Select a folder to save this workflow.

  • Click on ‘Create’ to proceed.
  • Ensure that you are in the workflow section to see the trigger and action boxes.

Your workflow will consist of two main parts: the trigger and the action. The trigger will initiate the workflow when a new row is added to your Google Sheets, and the action will send the WhatsApp message.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger by selecting Google Sheets as your application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added to your Google Sheets, it will activate the workflow.

To connect Google Sheets with Pabbly Connect, use the BB URS as a bridge. Copy the webhook URL provided by Pabbly Connect and paste it into the Google Sheets add-on settings. Ensure that the trigger column is set to the final data column, typically the mobile number column.

  • Go to Extensions > Add-ons > Get Add-ons to install the Pabbly Webhook add-on.
  • Once installed, configure it to send data to the webhook URL.

After setting up the trigger, return to Pabbly Connect to confirm that the data is being received correctly from Google Sheets. This confirmation is essential before proceeding to the action setup.

4. Sending WhatsApp Invites Automatically

The action step involves selecting the WhatsApp application within Pabbly Connect. Choose the action event as ‘Send Template Message’ to automate the sending of invites to guests. You will need to connect WhatsApp by providing the API endpoint and access token from your WhatsApp API documentation.

Once connected, map the WhatsApp number field to the mobile number received from the Google Sheets trigger. This mapping ensures that the correct number receives the invitation. You can also select the invitation template that you previously created in your WhatsApp API account.

Map the guest’s name and other variables in the message template to personalize your invites. Test the action to ensure that the invitation message is sent successfully to the intended guest.

After confirming the successful sending of the message, you can enable the option to send invites to all guests automatically. This feature allows for instant invitations as soon as new contacts are added to your Google Sheets.

5. Summary of Automating WhatsApp Invitations with Pabbly Connect

In summary, we have successfully set up an automated system to send WhatsApp invites using Pabbly Connect. The process involved accessing Pabbly Connect, creating a new workflow, configuring the trigger with Google Sheets, and setting up the action to send messages via WhatsApp.

This integration not only saves time but also enhances the efficiency of sending invitations for your special occasions. By following these steps, you can easily automate the process of sending beautiful WhatsApp invites to your guests.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By utilizing Pabbly Connect, you can streamline your invitation process and ensure that your guests receive timely notifications for events like weddings, birthdays, and more.