How to Send Payment Reminders on WhatsApp from Google Sheets Using Pabbly Connect

Learn how to automate sending payment reminders on WhatsApp from Google Sheets using Pabbly Connect. Step-by-step guide with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send payment reminders on WhatsApp from Google Sheets, you first need to set up Pabbly Connect. This platform allows you to automate your workflows efficiently. Start by signing up for a free account on Pabbly Connect and access the dashboard.

Once you are in the dashboard, click on ‘Create Workflow’. Name your workflow something like ‘Automatic Payment Reminders’. Choose the folder where you want to store this workflow and click on ‘Create’. This sets the stage for your automation process.

2. Scheduling the Automation in Pabbly Connect

Next, you need to schedule your automation using Pabbly Connect. In the trigger window, select the ‘Schedule’ option. This allows you to run your automation at a specified time every day. For example, set it to run daily at 10:00 AM to check customer payment statuses.

• Select ‘Every Day’ from the dropdown.
• Specify the time (e.g., 10:00 AM).

After configuring these settings, click ‘Save’. This ensures that your workflow will check the Google Sheets for due payments every day at the specified time.

3. Integrating Google Sheets with Pabbly Connect

Now that the schedule is set, the next step is to integrate Google Sheets with Pabbly Connect. In the action window, search for Google Sheets and select it as your action application. Choose the action event as ‘Lookup Spreadsheet Row’. This will allow you to retrieve customer details based on their payment status.

Connect your Google Sheets account by clicking on ‘Add New Connection’. Sign in with your Google account and allow access to Pabbly Connect. Once connected, select the spreadsheet that contains your customer payment information. For example, choose the ‘Due Payments’ spreadsheet.

4. Sending WhatsApp Reminders Using Pabbly Connect

After fetching customer details from Google Sheets, it’s time to send WhatsApp reminders. Add another action step in your Pabbly Connect workflow and select the WhatsApp API service, such as Vati. Choose the action event as ‘Send Template Message’. This will allow you to send personalized messages to customers.

• Map the WhatsApp number from the iterator response.
• Select the message template you created in Vati for payment reminders.

Finally, map the necessary parameters, such as customer name, product name, due date, and amount. Click ‘Save’ and test the request to ensure messages are sent correctly.

5. Conclusion

By using Pabbly Connect, you can automate the process of sending payment reminders via WhatsApp from Google Sheets. This integration saves time and ensures that your customers are promptly reminded of their payment obligations. With just a few steps, you can set up this workflow effectively.

With Pabbly Connect, managing payment reminders has never been easier, allowing you to focus on more critical aspects of your business.