Learn how to set up real-time stock alerts on WhatsApp using Google Sheets and Pabbly Connect in this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Setting Up Google Sheets for Stock Prices
In this section, we will set up Google Sheets to fetch real-time stock prices using the Google Finance formula. This is the first step in using Pabbly Connect to automate stock alerts.
To fetch stock prices, open Google Sheets and enter the following formula: =GOOGLEFINANCE('TATAMOTORS', 'price')
. Replace ‘TATAMOTORS’ with the stock symbol of your choice. This formula will automatically update the stock price in your spreadsheet.
2. Creating an Account in Interact
To send WhatsApp messages, you need to create an account in Interact, which provides access to the official WhatsApp API. This step is crucial for integrating with Pabbly Connect.
Once you have created your account, log in to Interact. You’ll need your API key to connect it with Pabbly Connect.
- Visit the Interact website and sign up for a new account.
- Log in to your account and navigate to the API section to get your API key.
With your API key ready, you can now proceed to set up the automation process in Pabbly Connect.
3. Creating a Workflow in Pabbly Connect
Now that we have set up our Google Sheets and Interact accounts, it’s time to create a workflow in Pabbly Connect. This workflow will automate the process of sending stock alerts via WhatsApp.
Log in to Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow something like ‘Get Real-Time Stock Price Alerts on WhatsApp’. Select the schedule trigger option to run this workflow daily.
- Choose the trigger as ‘Schedule’.
- Set the time for the workflow to run daily (e.g., 10:00 AM).
After setting the trigger, click on ‘Save’ to proceed to the next step in Pabbly Connect.
4. Fetching Data from Google Sheets
The next step in the workflow is to fetch the stock prices from Google Sheets. This is done by selecting Google Sheets as the action application in Pabbly Connect.
Select the action event as ‘Get Row’ to retrieve the stock data. You will need to connect your Google Sheets account by providing the necessary permissions. Once connected, select the spreadsheet you created earlier and specify the range containing the stock data.
Select the spreadsheet named ‘Stock Price Alert’. Specify the range as A2:B5 to fetch the stock names and prices.
Once you save this step, Pabbly Connect will be able to retrieve the stock prices automatically every day at the scheduled time.
5. Sending WhatsApp Alerts Using Interact
Now that we have the stock prices fetched, the final step is to send these alerts via WhatsApp using Interact. In this section, we will configure the action to send a WhatsApp message through Pabbly Connect.
Select Interact as the action application and choose the action event as ‘Send WhatsApp Template Message’. Connect your Interact account using the API key you obtained earlier.
Provide your WhatsApp number and the template code for the message. Map the stock names and prices to the variables in your message template.
After saving this setup, Pabbly Connect will automatically send the stock alerts to your WhatsApp every day based on the data from Google Sheets.
Conclusion
In this tutorial, we demonstrated how to get real-time stock alerts on WhatsApp from Google Sheets using Pabbly Connect. This integration allows you to automate stock updates effortlessly, ensuring you never miss important price changes.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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