How to Send Payment Reminders on WhatsApp with Pabbly Connect: A Step-by-Step Guide

Learn how to automate sending payment reminders on WhatsApp using Pabbly Connect. This detailed tutorial covers everything you need to know to set up your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Payment Reminders

To send payment reminders on WhatsApp, we will use Pabbly Connect as the integration platform. First, open your browser and search for Pabbly Connect. You’ll find options to sign in or sign up for free. If you don’t have an account, click on ‘Sign up for free’ to create one.

Once logged in, you will see various applications offered by Pabbly. Click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. Here, you can create a new workflow by clicking on ‘Create Workflow’. Name your workflow something descriptive, like ‘Send Payment Reminders on WhatsApp’. After naming it, click on ‘Create’ to proceed.

2. Configuring the Trigger in Pabbly Connect

In this section, we will configure the trigger for our workflow in Pabbly Connect. The trigger is what starts the workflow, and for our case, we will use ‘Schedule by Pabbly’. Click on the trigger box and select ‘Schedule by Pabbly’. This will allow us to set a daily reminder.

• Select the frequency as ‘Every Day’.
• Set the time for the workflow to execute (e.g., 12:00 PM).

After setting these parameters, click on ‘Save’. Your trigger is now successfully configured to run every day at the specified time. This means that every day, Pabbly Connect will check for payment statuses in your Google Sheet and prepare to send reminders.

3. Connecting Google Sheets to Pabbly Connect

Now that we have our trigger set up, we will connect Google Sheets to Pabbly Connect to access payment details. In the action step, select Google Sheets as the application. Choose the action event as ‘Look Up Spreadsheet Row V2’. This action will fetch the relevant payment data from your Google Sheet.

Click on ‘Connect’ and select ‘Add New Connection’. Sign in to your Google account and grant the necessary permissions. Once connected, select the spreadsheet that contains the payment reminders. For our example, we will use the spreadsheet titled ‘Payment Reminders’. Now, set the lookup value to ‘Due’, which refers to the payment status.

4. Iterating Over Payment Data with Pabbly Connect

In this step, we will use Pabbly Connect to iterate over the payment data retrieved from Google Sheets. After fetching the data, we will add an action step by selecting ‘Iterator by Pabbly’. This will allow us to process each customer’s data individually.

Select the array from the previous step to iterate through the customer payment details. By doing this, we ensure that each customer with a due payment gets their reminder. Click on ‘Save and Send Test Request’ to confirm that the data is being processed correctly.

Once you receive the response, you will see the customer’s details, including their WhatsApp number and the amount due. This information is crucial for sending the payment reminders. Make sure all details are accurate before proceeding to the next step.

5. Sending WhatsApp Messages Using Pabbly Connect

Finally, we will set up the action to send payment reminders via WhatsApp using the WhatsApp Cloud API. In the action step, select ‘WhatsApp Cloud API’ as the application and choose ‘Send Template Message’ as the action event. This will enable you to send a pre-defined message to each customer. using Pabbly Connect

• Connect to WhatsApp Cloud API by entering your access token, phone number ID, and WhatsApp business account ID.
• Select the message template you created for payment reminders.
• Map the recipient’s phone number and the variables in the message (customer name, amount, product name).

After mapping all necessary fields, click on ‘Save and Send Test’. If everything is set up correctly, you will see a confirmation message indicating that the payment reminder was sent successfully via WhatsApp.

Conclusion

By following these steps, you can automate sending payment reminders on WhatsApp using Pabbly Connect. This integration ensures that your customers receive timely reminders, enhancing your payment collection process. Automating this task saves you time and improves customer engagement.