How to Send Birthday Wishes on WhatsApp from Notion Database Using Pabbly Connect

Learn how to automate sending birthday wishes on WhatsApp from a Notion database using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send birthday wishes on WhatsApp from a Notion database, we will use Pabbly Connect. First, navigate to the Pabbly Connect homepage by typing the URL Pabbly.com/connect. Here, you can either sign in if you are an existing user or click on ‘Sign up for free’ if you are new.

After signing up, you will get 100 free tasks every month to explore Pabbly Connect. Once signed in, access the dashboard where you can create workflows. Click on ‘Create Workflow’ to start automating your birthday wishes process.

2. Creating Workflow in Pabbly Connect

In this section, we will create a workflow to automate sending birthday wishes. In the dialog box that appears, name your workflow ‘Send Birthday Cards on WhatsApp from Notion’ and choose a folder to save it. Then click on ‘Create’ to proceed. using Pabbly Connect

• Select ‘Schedule by Pabbly’ as the trigger.
• Set the frequency to ‘Every Day’.
• Choose the time for the workflow to run, e.g., 9:00 AM.

Once you save the trigger, your workflow will run daily at the specified time, fetching the current date automatically.

3. Fetching Current Date and Client Data

The next step involves fetching the current date. Use Pabbly Connect’s Date Time Formatter by selecting it as your action application. Choose the action event as ‘Retrieve Current Date’ and connect it.

After connecting, select the date format you require, such as YYYY-MM-DD. Save the settings and send a test request to confirm the current date is fetched correctly. Next, we will access the Notion database to retrieve client information.

• Add a new action step and select Notion.
• Choose ‘Query a Database’ as the action event.
• Connect to your Notion account and grant permissions.

Once connected, specify the database containing client birthdays and set the filter condition to retrieve clients whose birthdays match the current date.

4. Sending Birthday Wishes via WhatsApp

After fetching the client data, we will send birthday wishes using the WhatsApp Cloud API through Pabbly Connect. Add a new action step and select WhatsApp Cloud API as your application. Choose ‘Send Template Message’ as the action event.

To connect, you will need your WhatsApp Cloud API credentials: the temporary access token, phone number ID, and WhatsApp business account ID. Once connected, select the pre-approved template for birthday wishes.

Map the recipient’s phone number from the previous response. Enter the header image URL for the birthday card. Map the customer’s name to personalize the message.

Finally, save the settings and send a test request to verify that the birthday message is successfully sent to the specified WhatsApp number.

5. Conclusion

In this tutorial, we have successfully automated the process of sending birthday wishes on WhatsApp from a Notion database using Pabbly Connect. By following the steps outlined, you can easily set up this integration to enhance customer engagement without manual efforts.

With the power of Pabbly Connect, you can streamline your workflow and ensure that your clients receive timely birthday wishes along with personalized messages and images, making their special day even more memorable.