Automate Wedding Invitations via WhatsApp Using Pabbly Connect

Learn how to automate sending wedding invitations via WhatsApp using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for WhatsApp Integration

To automate sending wedding invitations via WhatsApp, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page. Here, you will find options to sign in or sign up for free, allowing new users to utilize 100 tasks free every month.

As an existing user, click on the ‘Sign In’ button. This will take you to the Pabbly dashboard where you can access various tools. Select Pabbly Connect by clicking on the ‘Access Now’ button. You will then be directed to your dashboard where you can create workflows for your automation needs.

2. Create a Workflow in Pabbly Connect

In this section, you will set up a workflow in Pabbly Connect to automate WhatsApp invitations. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. Enter a relevant name like ‘Automate Wedding Invitations via WhatsApp’ and choose a folder to save it in.

• Click on ‘Create’ to open the workflow window.
• Select ‘Google Sheets’ as the trigger application.
• Choose ‘New Row’ as the trigger event to start the workflow.

After selecting your trigger, Pabbly Connect will generate a webhook URL. This URL is essential for connecting your Google Sheets with the workflow. Copy this URL as you will need it in the next steps.

3. Set Up Google Sheets for Pabbly Connect

Now, you will set up Google Sheets to work with Pabbly Connect. Open your Google Sheets account and create a new spreadsheet for your wedding guests. Go to the ‘Extensions’ menu, select ‘Add-ons’, and then ‘Get add-ons’ to install the Pabbly Connect Webhook extension.

• Search for ‘Pabbly Connect Webhook’ and install it.
• After installation, refresh your Google Sheets.
• Navigate to ‘Extensions’, select ‘Pabbly Connect Webhook’, and click on ‘Initial Setup’.

In the setup window, paste the webhook URL you copied earlier. Specify the trigger column where the guest details will be filled. This setup allows Pabbly Connect to capture the data from your Google Sheets whenever a new row is added or updated.

4. Configure WhatsApp Action in Pabbly Connect

With your Google Sheets set up, it’s time to configure the action in Pabbly Connect to send WhatsApp messages. Select ‘Vati’ as the action application for sending WhatsApp messages. Then choose ‘Send Template Message’ as the action event.

To connect your Vati account, click on ‘Add New Connection’ and provide the API endpoint and access token from your Vati dashboard. After entering these details, click ‘Save’. This integration allows Pabbly Connect to send automated messages to your guests via WhatsApp.

Map the WhatsApp number field to the corresponding data from the Google Sheets. Select the template for your message, ensuring it includes dynamic elements like the guest’s name. Set the broadcast name for your WhatsApp messages.

Once configured, click ‘Save and Send Test Request’ to verify that everything is working correctly. You should receive a test message on WhatsApp, confirming the successful setup.

5. Send Invitations to All Guests

Finally, you can send wedding invitations to all guests listed in your Google Sheets using Pabbly Connect. Ensure that the ‘Send on Event’ option is enabled in the Pabbly Connect Webhook settings. This enables the automation to trigger every time a new guest is added.

To send invitations, go back to your Google Sheets and click on ‘Send All Data’ in the Pabbly Connect Webhook menu. This action will initiate the process, and Pabbly Connect will capture the details of all guests and send personalized WhatsApp messages accordingly.

Check your WhatsApp for messages sent to each guest. You can also add new guests to the spreadsheet, and they will receive invitations automatically.

This workflow not only saves time but also ensures that all guests receive their invitations promptly, enhancing engagement and allowing you to focus on creating memorable experiences.

Conclusion

In this tutorial, we explored how to automate sending wedding invitations via WhatsApp using Pabbly Connect. By integrating Google Sheets and Vati, you can efficiently manage guest communications and enhance your wedding planning process.