Automate Appointment Reminders with Pabbly Connect and Twilio SMS

Learn how to send automated appointment reminders via SMS using Pabbly Connect, Google Sheets, and Twilio. Step-by-step tutorial included! 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. Setting Up Pabbly Connect for SMS Appointment Reminders

To send automated appointment reminders via SMS, the first step is to set up Pabbly Connect. Start by signing into your Pabbly account and accessing the dashboard. Once there, click on the blue button labeled ‘Create Workflow’ to initiate your automation process.

After clicking on ‘Create Workflow’, you’ll be prompted to name your workflow. For this integration, name it ‘Google Sheets and Twilio Integration’. This name reflects the applications involved in the automation process, making it easier to identify later.

2. Configuring Google Sheets in Pabbly Connect

In this section, you will set Google Sheets as the trigger application in Pabbly Connect. This means that every time a new row is added to your Google Sheet, it will trigger a message to be sent through Twilio. To set this up, select Google Sheets as your trigger application.

• Choose the trigger event as ‘New Row’ added in Google Sheets.
• Copy the webhook URL generated by Pabbly Connect.
• Open your Google Sheet and ensure it’s ready with the necessary columns for appointment details.

After copying the webhook URL, you will need to set up the Google Sheets add-on from the Extensions menu. Install the Pabbly Connect Webhook add-on and paste the webhook URL into the setup window. Select the last updated column as your trigger column, which is essential for capturing new entries.

3. Testing Google Sheets Integration with Pabbly Connect

Once you’ve configured the Google Sheets settings in Pabbly Connect, it’s important to test the setup. Fill in a new row in your Google Sheet with the customer’s appointment details, including their name, appointment date, time, counselor’s name, and contact number.

After entering the details, go back to Pabbly Connect and initiate a test to see if the data is captured correctly. You should see a response in Pabbly Connect reflecting the information you entered. This confirms that the integration is functioning as expected.

4. Setting Up Twilio as the Action Application in Pabbly Connect

Next, you will set Twilio as the action application in Pabbly Connect to send SMS reminders. Choose Twilio and select the action event as ‘Send SMS Message’. Connect your Twilio account by entering your Account SID and Auth Token, which can be found in your Twilio dashboard.

• Enter your Twilio phone number as the sender.
• Compose the SMS body using mapped fields from the Google Sheet.
• Ensure to include necessary details such as appointment date and time.

After composing the message, save the action and send a test request. If everything is set up correctly, you will receive an SMS at the recipient’s number, confirming that the automation works seamlessly.

5. Finalizing Your SMS Appointment Reminder Workflow

To finalize your setup, ensure that the Twilio action is correctly configured in Pabbly Connect. Review the details of your message and double-check that the recipient’s number is correctly mapped from the Google Sheet. This will ensure that the reminders are sent to the right contacts.

Once you are satisfied with the configuration, you can activate the workflow. From now on, every time a new appointment is added to your Google Sheet, an SMS reminder will be automatically sent through Twilio, streamlining your appointment management process.

Conclusion

In this tutorial, we explored how to send automated appointment reminders via SMS using Pabbly Connect, Google Sheets, and Twilio. This integration simplifies the reminder process, ensuring your clients never miss their appointments. Start automating today to enhance your business efficiency!