Automate Zoom Registrations and WhatsApp Reminders Using Pabbly Connect

Learn how to automate Zoom registrations and WhatsApp reminders using Pabbly Connect with Instamojo payments. Step-by-step tutorial included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating your Zoom registrations and WhatsApp reminders, you need to set up Pabbly Connect. First, sign up for a free account on the Pabbly Connect website. Once registered, log into your dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Automatically Add Zoom Registrant and Send WhatsApp Reminders’. This workflow will connect various applications like Instamojo, Zoom, Google Sheets, and AI Sensi through Pabbly Connect.

2. Integrating Instamojo with Zoom Using Pabbly Connect

The first step in our automation is to connect Instamojo with Zoom using Pabbly Connect. In the trigger section, search for Instamojo and select it. Choose the trigger event as ‘Successful Payment’. Pabbly Connect will provide a webhook URL that you need to paste into your Instamojo payment page.

• Log into your Instamojo account and navigate to the Smart Pages section.
• Edit your payment page and scroll down to add the webhook URL.
• Select ‘Payment Successful’ in the Information to be Sent dropdown.

After saving the changes in Instamojo, make a test payment to ensure that Pabbly Connect captures the payment details. This will confirm that the integration is working correctly.

3. Adding Registrant to Zoom via Pabbly Connect

After capturing the payment details through Pabbly Connect, the next step is to add the registrant to your Zoom meeting. In the action step, search for Zoom and select it. Choose the action event as ‘Add Meeting Registrant’ and connect your Zoom account.

Map the email address, first name, and last name fields using the data received from Instamojo. To split the full name into first and last names, use the Text Formatter feature in Pabbly Connect to format the name appropriately.

4. Updating Google Sheets with Registrant Details

Next, we will update a Google Sheet with the registrant’s details. Add another action step in Pabbly Connect and select Google Sheets. Choose the action event as ‘Add New Row’ and connect your Google Sheets account.

Select the specific spreadsheet and sheet where you want to store the registrant details. Map the fields such as name, email, mobile number, payment ID, and Zoom registration ID to the respective columns in your Google Sheet.

• Ensure that all necessary columns are created in your Google Sheet beforehand.
• Test the integration by making a payment and checking if the details are correctly added to the Google Sheet.

This step ensures that you maintain a record of all registrants for your workshop.

5. Sending WhatsApp Confirmations and Reminders

Finally, we will set up WhatsApp notifications using AI Sensi. In Pabbly Connect, add an action step for AI WhatsApp and select the action event as ‘Send Template Message’. Connect your AI Sensi account by entering the API key.

Create a message template for payment confirmation and set up a campaign in AI Sensi. Map the template parameters with the information gathered from the previous steps. Additionally, set up reminders to be sent one day and two hours before the workshop starts.

The reminders will ensure that participants are informed and ready for the event. You can customize the timing and content of these reminders as per your preferences.

Conclusion

This tutorial covered how to automate Zoom registrations and WhatsApp reminders using Pabbly Connect. By integrating Instamojo, Zoom, Google Sheets, and AI Sensi, you can streamline the process of managing online workshops effectively. Automating these tasks saves time and improves communication with your participants.