Automate Payment Reminders on WhatsApp with Pabbly Connect

Learn how to automate payment reminders on WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate payment reminders on WhatsApp, start by accessing Pabbly Connect. This platform is essential for integrating various applications like Google Sheets and WhatsApp Cloud API.

Visit the Pabbly Connect website and sign up for a free account. Once logged in, you can create workflows that automate tasks without needing coding skills. Click on ‘Create Workflow’ to begin setting up your automation.

2. Setting Up a Schedule Trigger in Pabbly Connect

In this section, you will set a schedule trigger using Pabbly Connect. This trigger will run daily, allowing you to send reminders based on your Google Sheets data.

To set up the trigger, follow these steps:

• Select ‘Schedule by Pabbly’ as your trigger application.
• Choose the frequency to run the workflow daily.
• Set the time for execution (e.g., 12:00 PM).

After configuring these options, click ‘Save’ to finalize your trigger settings. This will ensure your reminders are sent daily at the specified time.

3. Integrating Google Sheets with Pabbly Connect

The next step involves integrating Google Sheets with Pabbly Connect. This integration will pull customer data and payment statuses directly from your sheet.

Follow these steps to set up the Google Sheets action:

• Select Google Sheets as your action application.
• Choose the action event ‘Lookup Spreadsheet Row V2’.
• Connect your Google Sheets account to Pabbly Connect.

Make sure to map the correct spreadsheet and specify the lookup value as ‘due’ to find customers with pending payments. This mapping allows Pabbly Connect to fetch the necessary data for sending reminders.

4. Sending Payment Reminders via WhatsApp Cloud API

Now that you have the customer data, it’s time to send reminders via WhatsApp using Pabbly Connect. This step finalizes your automation process.

To send reminders, follow these steps:

Select WhatsApp Cloud API as your action application. Choose the action event ‘Send Template Message’. Connect your WhatsApp Cloud API account to Pabbly Connect.

Map the WhatsApp number and template fields (like customer name, amount, and product name) to personalize your messages. Once set, click ‘Save’ to complete the integration. Your reminders will now be sent automatically every day.

5. Testing and Verifying Your Integration

The final step is to test your integration to ensure everything works correctly. Use Pabbly Connect to send a test message and verify the connection between Google Sheets and WhatsApp Cloud API.

Check your WhatsApp to confirm the message has been received. If the test is successful, your workflow is ready to go live. Make sure to maintain your Google Sheets daily to keep the reminders accurate.

With this setup, you can automate the process of sending payment reminders, ensuring timely communication with your customers. This integration simplifies your workflow and enhances customer engagement.

Conclusion

In this tutorial, you learned how to automate payment reminders on WhatsApp using Pabbly Connect. By integrating Google Sheets and WhatsApp Cloud API, you can streamline your payment reminder process efficiently.