Automate Bill Reminders via SMS Using Pabbly Connect and Google Sheets

Learn how to automate bill reminders through SMS using Pabbly Connect, Google Sheets, and Twilio for a seamless monthly reminder system. 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

1. Setting Up Pabbly Connect for Bill Reminders

To automate your bill reminders, start by accessing Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and Twilio.

After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Monthly Bill Reminder via SMS’. This sets the foundation for your automation process.

2. Configuring the Trigger with Pabbly Connect

The first step in the automation is to configure the trigger in Pabbly Connect. Select the ‘Scheduler’ as your trigger application. This allows you to set the workflow to run automatically at a specified time each month.

Set the scheduler to trigger on the first day of the month at your desired UTC time. This ensures that your reminders are sent out consistently at the start of each month. Click ‘Save’ to finalize this step.

3. Fetching Bill Details from Google Sheets

Next, you will fetch the bill details from your Google Sheets using Pabbly Connect. Choose Google Sheets as your action application and select the ‘Get Rows’ event. This will pull in the data you have prepared.

Connect your Google account and select the spreadsheet containing your bill details. Ensure you set the range to include all necessary columns, such as A2:C, to fetch the complete information. Click ‘Save and Send Test Request’ to verify that the connection is working correctly.

• Select your Google Sheets account.
• Choose the spreadsheet name.
• Set the range to A2:C to include all relevant data.

This step will allow Pabbly Connect to retrieve all the necessary bill information for the next actions in your workflow.

4. Sending SMS Reminders Using Twilio

Now, it’s time to send SMS reminders using Twilio through Pabbly Connect. Choose Twilio as your action application and select ‘Send SMS’ as the event. You will need to connect your Twilio account using the Account SID and Auth Token.

Once connected, craft the SMS message body. Include details such as the bill type and due date. Make sure to input the recipient’s phone number to ensure the SMS is sent to yourself or the intended recipient. Click ‘Save and Send Test Request’ to check if the SMS is sent successfully.

5. Finalizing the Automation Process

After testing the SMS sending functionality, finalize your automation in Pabbly Connect. Ensure that the entire workflow runs smoothly from scheduling the reminder to fetching data and sending the SMS.

By following these steps, you have successfully automated your bill reminders using Pabbly Connect, Google Sheets, and Twilio. This will help you stay on top of your bills without manual tracking.

For any issues or further queries, you can reach out to Pabbly support or visit their forums for assistance.

Conclusion

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

In conclusion, using Pabbly Connect to automate SMS reminders for your bills is a straightforward process. By integrating Google Sheets and Twilio, you can ensure timely notifications and avoid late payments.