How to Send TidyCal Meeting Reminders on WhatsApp Using Pabbly Connect

Learn how to use Pabbly Connect to send TidyCal meeting reminders via WhatsApp 30 minutes before your scheduled meetings. Follow our step-by-step guide. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Meeting Reminders

To send TidyCal meeting reminders on WhatsApp, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website in your browser. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one, which takes only two minutes.

Once logged in, you will see various applications offered by Pabbly. Click on the ‘Access Now’ button under Pabbly Connect. This action will direct you to the dashboard where you can create a new workflow to automate your meeting reminders.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that sends reminders 30 minutes before a scheduled meeting. Click on the ‘Create Workflow’ button on your Pabbly Connect dashboard. You will need to name your workflow; for example, name it ‘Send TidyCal Meeting Reminders on WhatsApp’. using Pabbly Connect

• Select the appropriate folder to save your workflow.
• Click on ‘Create’ to proceed to the next step.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be TidyCal, and the action will be WhatsApp Cloud API. This setup is critical for sending timely reminders to your clients.

3. Setting Up the Trigger with TidyCal

To set up the trigger, select TidyCal as your application. Then, choose the event ‘New Booking’ as your trigger event. This means that whenever a new booking is made in TidyCal, it will initiate the reminder process.

Next, you will need to connect TidyCal with Pabbly Connect. Click on the ‘Connect’ button and select ‘Add New Connection’. Once connected, you can create a new booking in TidyCal to test the trigger.

4. Configuring the Action with WhatsApp Cloud API

After setting up the trigger, you need to configure the action to send a WhatsApp message. Select the action application as WhatsApp Cloud API and choose ‘Send Template Message’ as the action event. Connect WhatsApp Cloud API with Pabbly Connect by entering the necessary credentials like token and phone number.

Once connected, you will need to select the template message you want to send. Make sure that your template is approved by WhatsApp. You can customize the message to include the client’s name and meeting details.

• Map the client’s WhatsApp number from the TidyCal response.
• Fill in the template variables with meeting information.

After mapping all the necessary details, click on ‘Save and Send Test Request’ to ensure everything is working correctly.

5. Finalizing the Setup and Testing

With the action configured, it’s time to finalize your setup. You will want to add a delay to ensure the reminder is sent 30 minutes before the meeting starts. Use the ‘Delay’ action by selecting ‘Add Time Delay’ and configure it to delay until the calculated time.

Finally, test your workflow by creating a new booking in TidyCal. Ensure that you receive the reminder message on WhatsApp 30 minutes before the scheduled time. This setup will ensure that both you and your client never miss a meeting again.

By using Pabbly Connect, you have successfully automated the process of sending meeting reminders via WhatsApp, enhancing your communication with clients.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to send TidyCal meeting reminders on WhatsApp. By following these steps, you can ensure timely notifications for all your meetings, improving overall communication.