Automate Appointment Reminders on WhatsApp Using Pabbly Connect

Learn to automate appointment reminders on WhatsApp using Pabbly Connect with Google Sheets and Trigger integration. Follow this step-by-step guide for seamless reminders! 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 Appointment Reminders

To set up automated appointment reminders on WhatsApp, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. This platform is essential for integrating various applications, including Google Sheets.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button under Pabbly Connect to enter the workflow section. Here, you can create new workflows to automate your appointment reminders.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Automated Appointment Reminders on WhatsApp.’ Select the folder where you want to save this workflow for easy access.

In the workflow setup, you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, your trigger will be Google Sheets.

• Click on the ‘Trigger’ section and select Google Sheets.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Connect your Google Sheets account with Pabbly Connect.

After setting up the trigger, you will receive a webhook URL that you will use to connect Google Sheets with Pabbly Connect. This URL acts as a bridge for data transfer.

3. Setting Up Google Sheets for Reminders

To effectively use Pabbly Connect, you need to prepare your Google Sheets. Create a spreadsheet named ‘Appointment Details’ with columns for Name, Email, Phone Number, and Schedule Time. This layout is crucial for sending reminders accurately.

Next, go to the extensions menu in Google Sheets. Under the Pabbly Connect Webhook option, select ‘Initial Setup.’ Here, paste the webhook URL you copied earlier and specify the trigger column, which should be the last column containing data.

• Paste the webhook URL in the designated field.
• Set the trigger column to the final data entry column (e.g., Column D).
• Enable the ‘Send On Event’ option for automatic updates.

After completing these steps, your Google Sheets will be linked to Pabbly Connect, ensuring that any new appointment data triggers an automated reminder.

4. Sending WhatsApp Reminders Using Pabbly Connect

Once your Google Sheets is set up, it’s time to configure the action in Pabbly Connect. Select the action application as WhatsApp and choose the action event as ‘Send Template Message.’ This will allow you to send customized reminders to your clients.

To connect WhatsApp with Pabbly Connect, you will need an API endpoint and access token from your WhatsApp provider. Copy these details from your WhatsApp API documentation and paste them into the respective fields in Pabbly Connect.

Map the WhatsApp number from the Google Sheets response. Select your approved template message for appointment reminders. Fill in the custom parameters for dynamic content.

With this setup, every time a new appointment is added to Google Sheets, an automated WhatsApp message will be sent to the client, reminding them of their appointment details.

5. Testing and Verifying the Automation

After configuring everything in Pabbly Connect, it’s essential to test the automation. Add a new row in your Google Sheets with a client’s appointment details. This should trigger the webhook and send a WhatsApp reminder.

Check your WhatsApp to verify that the reminder has been sent successfully. The message should contain the client’s name and appointment time, formatted according to your template. This confirmation ensures that your automation is working as intended.

In summary, you have successfully integrated Google Sheets and WhatsApp using Pabbly Connect. This automation saves time and ensures clients receive their appointment reminders promptly.

Conclusion

In this tutorial, we demonstrated how to automate appointment reminders on WhatsApp using Pabbly Connect. By integrating Google Sheets with WhatsApp, you can ensure your clients never miss their appointments. This setup streamlines communication and enhances client satisfaction.