Automate Subscription Reminders Using Pabbly Connect with Google Sheets

Learn how to automate subscription reminders using Pabbly Connect and Google Sheets. This detailed tutorial walks you through the integration process step-by-step. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Set Up Automation

To start automating subscription reminders, access Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once signed in, you will see the dashboard where all Pabbly applications are listed. Click on Pabbly Connect to access the integration dashboard and begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for automating your tasks. In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. This will open a dialog box for naming your workflow.

• Name your workflow, for example, ‘Send Emails for Monthly Subscription Reminders from Google Sheets’.
• Select a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you will see two sections labeled ‘Trigger’ and ‘Action’. This is where you will define how your automation will work using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

The trigger sets off the automation process. In this case, we will use ‘Schedule by Pabbly’ as our trigger application. This feature allows you to schedule the workflow to run daily. using Pabbly Connect

• Select the trigger event as ‘Schedule Workflow’.
• Choose to run the workflow every day at a specific time, such as 10:30 AM.

After configuring these settings, click on the ‘Save’ button. This will ensure that your workflow runs daily to check for upcoming renewal dates in your Google Sheets.

4. Adding Actions in Pabbly Connect

After setting the trigger, the next step is to define the actions that will occur. For this, select ‘Google Sheets’ as the action application. Here, you will retrieve member details based on their payment status. using Pabbly Connect

Choose the action event as ‘Lookup Spreadsheet V2’ to find members with a ‘Due’ payment status. Connect your Google Sheets account by clicking on ‘Sign in with Google’ and granting permissions.

Once connected, select the spreadsheet containing the membership details and specify the sheet. Map the lookup value to search for the payment status ‘Due’ in column H. After configuring these settings, click on ‘Save and Test Request’ to retrieve the members whose subscriptions are due.

5. Sending Email Reminders Using Pabbly Connect

Finally, to send email reminders, add another action step by selecting ‘Gmail’ as your action application. This will allow you to send emails to members whose subscriptions are about to expire.

Choose the action event as ‘Send Email V1’. Map the recipient’s email address from the iterator step and fill in the email content. Click on ‘Send Test Request’ to check if the email is delivered successfully.

Once the test is successful, your workflow is complete. Now, every day at the scheduled time, Pabbly Connect will check for members with upcoming renewal dates and send them reminders automatically.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate subscription reminders using Google Sheets and Gmail. By following these steps, you can streamline your communication with members and ensure they never miss a renewal date.