Automate WhatsApp Notifications for Order Updates Using Pabbly Connect

Learn how to automate WhatsApp notifications for order updates using Pabbly Connect with Google Sheets. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Order Notifications

To start automating WhatsApp notifications for order updates, we will utilize Pabbly Connect. First, access the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the workflow creation area where you can set up your automation process.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear prompting you to enter a name for your workflow and select a folder.

• Name your workflow: ‘Real Time Order Updates Automated WhatsApp Message from Google Sheets’
• Select the folder where you want to save this workflow.

After entering the details, click on the ‘Create’ button. Your new workflow will now be created in Pabbly Connect, ready for further configuration.

3. Setting Up the Trigger for Google Sheets

In your workflow, you will see two sections: Trigger and Action. To begin, you need to set up the Trigger by selecting Google Sheets as your trigger application. This is essential as it will monitor updates in your order status.

Choose the trigger event as ‘New or Updated Spreadsheet Row’. After this, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Google Sheets to Pabbly Connect.

4. Connecting Google Sheets to Pabbly Connect

Open your Google Sheets where you manage customer orders. Navigate to Extensions > Add-ons > Get add-ons, and search for ‘Pabbly Webhooks’. Install this add-on to enable the connection.

Once installed, go back to Extensions > Pabbly Webhooks and select ‘Initial Setup’. Paste the copied webhook URL into the designated field. Set the trigger column to the final data column in your sheet, for example, Column M, and click on the ‘Submit’ button to save the settings.

After setting up, ensure to click on ‘Send on Event’ under the same menu to activate the webhook. This allows Google Sheets to send data to Pabbly Connect whenever there is a new or updated order status.

5. Setting Up the Action to Send WhatsApp Notifications

Now that your trigger is configured, the next step is to set up the Action. Select WhatsApp Cloud API as your action application. This allows you to send WhatsApp messages based on the order updates captured by Pabbly Connect.

Choose the action event as ‘Send Template Message’. Connect to WhatsApp Cloud API by entering the required credentials such as token, phone number ID, and WhatsApp Business Account ID. You can find these details by following the setup instructions provided in the Pabbly Connect interface.

• Map the recipient’s mobile number from the previous step.
• Fill in the body fields with the necessary order details.

Finally, click on the ‘Save and Send Test Request’ button to test your setup. If configured correctly, you should receive a WhatsApp message confirming the order status update.

Conclusion

This tutorial demonstrated how to automate WhatsApp notifications for order updates using Pabbly Connect and Google Sheets. By following these steps, you can enhance customer communication and streamline your e-commerce operations effectively.