Automate WhatsApp Reminders for Library Memberships Using Pabbly Connect

Learn how to automate sending WhatsApp reminders for library memberships using Pabbly Connect and Google Sheets in this step-by-step tutorial. 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 reminders for library memberships, access Pabbly Connect by visiting the official website. If you are an existing user, simply log in; otherwise, sign up for a new account to explore the platform.

Once you are logged into Pabbly Connect, you will find an intuitive dashboard. This dashboard allows you to create workflows that connect various applications, including Google Sheets and WhatsApp, without any coding skills required.

2. Creating a New Workflow in Pabbly Connect

To automate the sending of payment reminders, click on the ‘Create Workflow’ option in Pabbly Connect. Name your workflow something descriptive, like ‘Send WhatsApp Reminders for Library Membership’. Select the appropriate folder for organization.

• Click on ‘Create’ to open a new workflow screen.
• Define a trigger, which in this case will be a scheduled trigger to run on the 28th of each month.
• Set the action to pull data from Google Sheets where member details are stored.

This setup allows Pabbly Connect to initiate the workflow based on the defined schedule, ensuring reminders are sent automatically.

3. Setting Up the Schedule Trigger in Pabbly Connect

In this step, you will configure the schedule trigger within Pabbly Connect. Select the ‘Schedule’ application as your trigger. Specify the frequency as ‘Date of Month’ and choose the 28th for monthly execution.

Next, set the time for the trigger to execute, such as 10:00 AM. This ensures that every month on the specified date, Pabbly Connect will automatically check Google Sheets for members whose payments are due.

4. Integrating Google Sheets with Pabbly Connect

Now, it’s time to integrate Google Sheets with Pabbly Connect. Choose Google Sheets as the action application and select the ‘Lookup Spreadsheet Row’ event. This action will retrieve payment status data for each member.

• Connect your Google account to allow Pabbly Connect access.
• Select your spreadsheet containing member data.
• Set the lookup column to identify members with due payments.

This integration allows Pabbly Connect to pull relevant data from Google Sheets, ensuring that only members with pending payments receive reminders.

5. Sending WhatsApp Messages Using Pabbly Connect

After retrieving the necessary data from Google Sheets, configure the action to send WhatsApp messages. You can use WhatsApp Cloud API or another messaging service integrated with Pabbly Connect.

Fill in the required fields, such as the campaign name and the phone numbers of the members. Use the mapped data from the previous steps to personalize each message, ensuring that members receive tailored reminders.

Finally, test the workflow to confirm that messages are successfully sent. Once verified, your automated system will operate seamlessly, sending reminders every month based on the payment status, all managed through Pabbly Connect.

Conclusion

This tutorial detailed how to automate WhatsApp reminders for library memberships using Pabbly Connect. By integrating Google Sheets and WhatsApp, you can efficiently manage payment reminders without manual intervention, enhancing member engagement.