Automate WhatsApp Notifications with Pabbly Connect and Google Sheets

Learn how to automate WhatsApp notifications using Pabbly Connect, AI Sensei, and Google Sheets for efficient inventory management. 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. Accessing Pabbly Connect for Integration

To begin automating WhatsApp notifications, access Pabbly Connect by visiting their official website. If you’re a new user, you can sign up for free and receive 100 tasks monthly. Existing users can simply sign in to their account.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the Pabbly Connect option to start creating your workflow. This platform is essential for integrating Google Sheets and AI Sensei for sending WhatsApp messages.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the “Create Workflow” button in the top right corner. You will be prompted to enter a workflow name and select a folder to save it. Name your workflow something like ‘Send WhatsApp Message on Status Update in Google Sheets via AI Sensei.’

• Enter the workflow name in the dialog box.
• Select a folder, such as ‘WhatsApp Automations.’
• Click on the ‘Create’ button to finalize your workflow.

Your workflow is now created, and you will see two sections: Trigger and Action. The trigger will start the automation, while the action will define what happens when the trigger occurs.

3. Setting Up the Trigger with Google Sheets

In this section, you will set up Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as the trigger application and choose the event as ‘New or Updated Spreadsheet Row.’ This captures any updates in your inventory.

After selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL, as it will be used to connect Google Sheets with Pabbly Connect. Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons to install the ‘Pabbly Connect Webhook’ add-on if you haven’t done so.

• Search for ‘Pabbly Connect Webhook’ in the add-ons.
• Install the add-on and refresh your Google Sheets.
• Go to Extensions > Pabbly Connect Webhook > Initial Setup to paste the webhook URL.

For the trigger column, specify the final column where data will be added, such as Column F. Click ‘Submit’ to complete the setup.

4. Configuring the Action Step with AI Sensei

Next, you will set up the action step to send WhatsApp messages using AI Sensei via Pabbly Connect. Select ‘WhatsApp by AI Sensei’ as the action application and choose the action event as ‘Send Template Message.’ This allows you to send pre-defined messages whenever an inventory update occurs.

Click on the connect button to add a new connection using your API key from your AI Sensei account. After entering the API key, you can select the campaign name that corresponds to the template message you created for inventory updates.

Create a campaign in AI Sensei with a live status. Map the variables for product name, status, quantity, and last updated fields from the previous step. Click on ‘Save and Test Request’ to send a test message.

Once configured, you can check your WhatsApp to confirm that the message has been sent successfully.

5. Testing the Automation

To ensure that your automation works, update the stock status in your Google Sheets. For example, change the status of a product like ‘LED TV 40’ to ‘Out of Stock’ and check if a WhatsApp notification is sent.

After updating the status in Google Sheets, return to your Pabbly Connect workflow to verify that the webhook response has been received. You should see the updated product details captured in the response.

Change the stock status of another product to test the automation further. Check WhatsApp for the new notification. Ensure the message contains the correct product details.

Once confirmed, your automation is fully functional, allowing real-time updates to your team via WhatsApp when inventory changes occur.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp notifications for inventory updates using Google Sheets and AI Sensei. This integration enhances communication and ensures your team stays informed about stock changes efficiently.