How to Send Payment Reminder SMS Before Due Date from Google Sheets Using Pabbly Connect

Learn how to send automated payment reminder SMS before due dates using Google Sheets and Pabbly Connect in this detailed tutorial. 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. Access Pabbly Connect to Set Up Your Workflow

To send payment reminder SMS using Google Sheets, you need to access Pabbly Connect. Start by navigating to the Pabbly website and signing up for an account if you haven’t done so already. After signing in, you will be directed to the dashboard where you can create a new workflow.

In the dashboard, click on the ‘Create Workflow’ button. Enter a relevant name for your workflow, such as ‘Payment Reminders from Google Sheets to Twilio’. This will help you identify the purpose of the workflow later. Once created, you will see options for setting up triggers and actions.

2. Connect Google Sheets to Pabbly Connect

In this step, you will connect your Google Sheets account to Pabbly Connect. Click on the trigger window and select Google Sheets as your application. For the action event, choose ‘Get Rows’ to pull data from your sheet that contains payment due dates.

• Select your spreadsheet from the list of available sheets.
• Specify the range of data you want to capture, ensuring to include all relevant rows.
• Make sure to toggle the simple response button to off before saving the request.

Once you have configured these settings, click on ‘Save and Send Test Request’ to ensure that the data is being pulled correctly from your Google Sheets. This data will be used for sending SMS reminders later in the process.

3. Schedule Messages to Check for Due Payments

Next, you will set up a schedule for Pabbly Connect to check your Google Sheets regularly. This is crucial for automating the SMS reminders before the due date. In the trigger section, select the ‘Scheduler’ application and specify how often you want the workflow to run.

For example, you can set it to check daily at a specific time. Remember to convert your desired time into UTC format. If you want the reminders to go out at 8 AM IST, you would input 2:30 AM UTC. After configuring the schedule, save your settings to ensure that the workflow is set to monitor your Google Sheets.

4. Connect Twilio to Send SMS Reminders

Now it’s time to connect Pabbly Connect with Twilio to send the SMS reminders. Click on the plus icon to add a new action and select Twilio as your application. Choose the action event as ‘Send SMS Message’ and connect your Twilio account by entering your account SID and authorization token.

• Map the SMS body with dynamic fields from your Google Sheets data.
• Ensure to include the recipient’s phone number with the correct format, including the ‘+’ sign.
• Test the SMS sending function to confirm that everything is working as expected.

After configuring the SMS settings, click on ‘Save and Send Test Request’ to check if the SMS is being sent correctly. You should receive a message on your specified phone number indicating the payment due.

5. Conclusion

In this tutorial, we explored how to send payment reminder SMS before due dates using Pabbly Connect and Google Sheets. By following the steps outlined, you can automate your payment reminders efficiently. This process not only saves time but also ensures that your clients are informed promptly about their payment obligations.

Utilizing Pabbly Connect for this integration simplifies the workflow and enhances communication, making it an essential tool for anyone looking to streamline their payment reminder process.