Automate SMS Notifications with Pabbly Connect: A Comprehensive Tutorial

Learn how to automate SMS notifications using Pabbly Connect with detailed steps for integration with various applications like Gmail, Twilio, and more. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating SMS notifications, access Pabbly Connect by creating a free account. This integration platform will enable you to connect various applications effortlessly.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow; a suitable name could be ‘Send SMS to Multiple Users from a Table’. Click on the ‘Create’ button to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your automation using Pabbly Connect. The trigger indicates when the automation will start, while the action defines what will happen next.

Select the ‘Schedule’ application as your trigger. This allows you to set a specific time for the automation to check your records daily. Choose ‘Every Day’ and set the time, for instance, at 12:34 AM. Save the settings to finalize the trigger configuration.

• Select the ‘Schedule’ application as the trigger.
• Set the frequency to ‘Every Day’.
• Specify the time for the automation to run.

Next, select the ‘Airtable’ application as the action. Choose the option to ‘Get All Records’ to retrieve the necessary data for sending SMS notifications. This setup allows Pabbly Connect to fetch the records you need.

3. Connecting Airtable with Pabbly Connect

To connect Airtable with Pabbly Connect, you will need to create a token. Click on ‘Add New Connection’ and provide the token obtained from the Airtable Developer Hub. This token allows Pabbly Connect to access your Airtable data securely.

After entering the token, select the base containing your records. For this example, choose the base named ‘Assignments’. Once connected, you will see all the records in Airtable available for processing.

• Click on ‘Add New Connection’ in Pabbly Connect.
• Provide the token from the Airtable Developer Hub.
• Select the ‘Assignments’ base to fetch records.

After the connection is established, you can now access all records from Airtable within Pabbly Connect. This allows for seamless integration and data retrieval.

4. Sending SMS Notifications with Twilio

With the records retrieved, it’s time to set up the SMS notifications using Twilio through Pabbly Connect. Select the Twilio application and choose the ‘Send SMS’ action event. This will enable you to send messages based on the conditions specified.

To connect Twilio with Pabbly Connect, enter your Account SID and Auth Token. These credentials can be found in your Twilio dashboard. After entering the details, you can configure the SMS body, sender number, and the recipient number retrieved from Airtable.

Select Twilio as the application to send SMS. Enter your Twilio Account SID and Auth Token. Configure the SMS body with dynamic fields from Airtable.

Ensure that the SMS body includes personalized information, such as the student’s name and assignment topic. This dynamic mapping will allow each recipient to receive a customized message when the automation runs.

5. Finalizing and Testing Your Automation

After configuring all the steps in Pabbly Connect, it’s crucial to test your automation to ensure everything works as expected. Click on ‘Save and Send Test Request’ to initiate the process. This will send a test SMS based on the data retrieved from Airtable.

Check your phone to confirm that the SMS was received successfully. If the SMS is received, your automation is set up correctly. You can now relax as Pabbly Connect will handle sending SMS notifications automatically based on the conditions you specified.

Click ‘Save and Send Test Request’ to test your automation. Check your phone for the test SMS. Ensure the automation runs smoothly for future notifications.

Once confirmed, your SMS automation is ready to go. With Pabbly Connect, you can now automate SMS notifications for any condition you set in your records.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate SMS notifications based on specific conditions in Airtable. By following these steps, you can streamline your communication process efficiently.