How to Send Birthday Wishes on WhatsApp from Notion Database Using Pabbly Connect

Learn how to automate sending birthday wishes on WhatsApp from a Notion database using Pabbly Connect. Step-by-step guide included! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send birthday wishes from a Notion database via WhatsApp, we first need to set up Pabbly Connect. This platform allows us to automate tasks without any coding skills. Start by visiting the Pabbly Connect homepage and signing in or creating a free account.

Once signed in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Send Birthday Cards on WhatsApp from Notion,’ and select the appropriate folder for organization. Click on ‘Create’ to proceed.

2. Configuring Trigger and Action in Pabbly Connect

In this step, we will configure the trigger and action for sending birthday wishes. The trigger is set to ‘Schedule by Pabbly’ which allows the workflow to run daily. Select the frequency as ‘Every Day’ and choose the time you want the workflow to activate, for example, 9:00 AM. using Pabbly Connect

• Select ‘Schedule by Pabbly’ as the trigger.
• Set the frequency to ‘Every Day’.
• Choose the time for the workflow to run.

After saving these settings, we will proceed to the action step. For the action, select ‘Date Time Formatter’ to retrieve the current date. Choose the action event as ‘Retrieve Current Date’ and connect it. This will allow us to fetch today’s date for further processing.

3. Fetching Client Data from Notion Database

Now that we have the current date, the next step is to fetch client data from our Notion database. In Pabbly Connect, add a new action step and select ‘Notion’ as the application. Choose the action event ‘Query a Database’ and connect it to your Notion account. using Pabbly Connect

Next, select the database that contains your clients’ information. We will filter this data to find clients whose birthdays match today’s date. Enter the filter condition using the syntax: date_of_birth contains today's date. This will ensure that we only retrieve clients celebrating their birthdays today.

• Connect to your Notion account.
• Select the ‘clients data’ database.
• Set the filter to retrieve clients with today’s birthday.

After setting up the filter, test the request to ensure that the correct client data is fetched successfully. This step is crucial for sending personalized birthday messages later.

4. Sending WhatsApp Messages Using Pabbly Connect

With the client data ready, we can now send birthday messages via WhatsApp. Add another action step in Pabbly Connect and select ‘WhatsApp Cloud API’ as the application. Choose the action event ‘Send Template Message’ and connect your WhatsApp Cloud API account. using Pabbly Connect

Fill in the required fields, including the access token, phone number ID, and WhatsApp Business Account ID. These details can be found in your WhatsApp Cloud API settings. After connecting, select the template you created for birthday wishes.

Select ‘WhatsApp Cloud API’ as the action application. Enter the necessary API credentials. Choose the birthday message template for sending.

Once all fields are filled, save and test the request. This will send a birthday message to the client whose data was retrieved from Notion, confirming that the integration works seamlessly.

5. Conclusion

In this tutorial, we demonstrated how to automate sending birthday wishes on WhatsApp from a Notion database using Pabbly Connect. By setting up triggers and actions, we efficiently integrated Notion and WhatsApp Cloud API. This process not only saves time but also personalizes client interactions effortlessly.

Utilizing Pabbly Connect allows you to streamline your workflows and enhance customer engagement without manual effort. Embrace automation to ensure your clients feel special on their birthdays with personalized messages sent automatically.