Automate Wedding Invitations via WhatsApp Using Pabbly Connect

Learn how to automate sending wedding invitations via WhatsApp using Pabbly Connect. This step-by-step tutorial covers integration with Google Sheets and Vati. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate wedding invitations via WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly website and either sign in or sign up for a free account. New users can benefit from 100 free tasks per month, making it easy to get started with automation.

Once logged in, navigate to the Pabbly applications. Click on Pabbly Connect to access the dashboard. This is where you will set up the integration workflow between Google Sheets and WhatsApp using Vati.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button on the dashboard. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow as ‘Automatically Send Wedding Invitations via WhatsApp’.
• Choose a suitable folder, such as ‘Automations’.

Once you have configured these settings, click on ‘Create’ to proceed. This opens the workflow window where you can set the trigger and action for your automation.

3. Setting Up the Trigger with Google Sheets

In the workflow window, you will set the trigger application to Google Sheets. This is the application where guest details will be entered. Search for Google Sheets and select it as your trigger application. using Pabbly Connect

• Select the event ‘New or Updated Spreadsheet Row’ to trigger the workflow whenever a new guest is added.
• Copy the provided webhook URL for use in Google Sheets.

Next, open your Google Sheets document, navigate to Extensions, and select Add-ons. Here, you will search for the Pabbly Connect Webhook add-on. Install it if you haven’t already, and then refresh your sheet to see the new options.

4. Configuring Google Sheets for Pabbly Connect

After installing the Pabbly Connect Webhook add-on, go to Extensions, select Pabbly Connect Webhooks, and then click on Initial Setup. You will need to paste the webhook URL you copied earlier into the designated field.

In this setup, specify the trigger column, which is the final data column in your sheet. This column will trigger the webhook whenever data is added. For example, if your guest details are in columns A to E, set the trigger column as E.

Paste the webhook URL from Pabbly Connect. Set the trigger column to E, where guest details are filled.

After configuring these settings, click on Submit to finalize the setup. This will successfully connect your Google Sheets to Pabbly Connect and enable the automation of sending wedding invitations.

5. Sending WhatsApp Messages via Vati

Once Google Sheets is set up, you will configure the action application to send messages via WhatsApp using Vati. In the workflow window of Pabbly Connect, select Vati as your action application.

Choose the action event as ‘Send Template Message’. If you haven’t connected your Vati account yet, you will need to add a new connection by providing the API endpoint and access token from your Vati dashboard.

Map the WhatsApp number from the previous response to ensure each message is sent to the correct guest. Select the wedding invitation template you created in Vati.

After filling in all necessary fields, click on Save and send test request. This will send a test message to verify that your workflow is functioning correctly. Check your WhatsApp to confirm receipt of the invitation message.

Conclusion

By using Pabbly Connect, you can efficiently automate the process of sending wedding invitations via WhatsApp. This integration saves time and ensures that all guests receive their invitations promptly, enhancing communication and engagement.