Automate Payment Reminders with Pabbly Connect and Google Sheets

Learn how to automate payment reminders on WhatsApp using Pabbly Connect and Google Sheets. This detailed guide walks you through the integration process step by step.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Payment Reminders

To begin automating payment reminders, first, navigate to Pabbly Connect’s dashboard. This is where you will create a workflow to connect Google Sheets with WhatsApp via Pabbly Connect. Start by signing up or signing into your Pabbly account. using Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Payment Reminders Automation.’ This will help you identify the workflow later. Pabbly Connect will guide you through the setup process, ensuring that you stay on track.

Configuring the Google Sheets Trigger

The next step is to set up Google Sheets as the trigger application. Select Google Sheets from the list of applications in Pabbly Connect. For the trigger event, choose ‘New or Updated Spreadsheet Row.’ This means that every time a new row is added or an existing row is updated in your Google Sheet, the workflow will be triggered. using Pabbly Connect

To connect your Google Sheets account, you will need to grant Pabbly Connect access. Follow the prompts to authorize Pabbly Connect. Once connected, select the specific spreadsheet that contains your payment data and the sheet where you have the due dates listed. This is critical for ensuring that the automation works correctly.

Setting Up WhatsApp Action via Pabbly Connect

Now that your trigger is configured, it’s time to set up the action that will send WhatsApp messages. In the action step, select WhatsApp as the application. Choose the action event as ‘Send Template Message.’ This allows you to send pre-defined messages to your customers. using Pabbly Connect

To connect your WhatsApp account, you will need to use the WhatsApp Cloud API. Make sure you have your API credentials ready. Map the fields required for the WhatsApp message, including the recipient’s phone number and the message template you want to use. This mapping ensures that each customer receives a personalized reminder based on the data in your Google Sheet.

Finalizing the Workflow and Testing

With both your trigger and action set up, it’s time to finalize the workflow. Click on the ‘Save’ button to ensure all your settings are stored. After saving, you can test the workflow by adding a new row in your Google Sheet with a due date and customer details. using Pabbly Connect

Once you add the new row, Pabbly Connect will automatically trigger the workflow, sending a WhatsApp message to the specified customer. Check your WhatsApp to confirm that the message was sent successfully. If everything works as expected, your automation is complete!

Conclusion

This tutorial demonstrates how to automate payment reminders using Pabbly Connect by integrating Google Sheets and WhatsApp. By following these steps, you can efficiently manage reminders without manual effort, enhancing your business’s operational efficiency.