How to Set Up Automatic Payment Reminder Emails Using Pabbly Connect

Learn how to automate payment reminder emails with Pabbly Connect, Google Sheets, and Gmail. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating payment reminder emails, you first need to access Pabbly Connect. This platform allows you to integrate various applications like Google Sheets and Gmail seamlessly. Start by creating a free account on Pabbly Connect, which takes just a couple of minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate your automation process. You will then be prompted to name your workflow; a suitable name would be ‘Set Automatic Payment Reminder Emails from Google Sheets’. After naming, select the appropriate folder for your workflow and click ‘Create’.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your automation using Pabbly Connect. The trigger is the event that starts the automation, while the action is the task that gets executed. For this scenario, instead of selecting Google Sheets as the trigger, choose the ‘Schedule’ feature provided by Pabbly Connect.

• Select ‘Schedule’ to run your automation daily.
• Specify the exact timing for the automation to execute (e.g., 11:00 AM).
• Click ‘Save’ to finalize your scheduling.

By setting the schedule, your automation will check the payment status and due dates every day at the specified time. This ensures timely reminders for payments due within the next three days, allowing you to maintain effective communication with your clients.

3. Finding the Current Date and Modifying It

Next, you will need to find the current date and modify it to add three days using Pabbly Connect. This modification is crucial for determining when to send payment reminders. Search for the ‘Date and Time Format’ feature in Pabbly Connect and select it.

• Choose the date format as MM/DD/YYYY.
• Set the time zone to Asia/Kolkata.
• Add three days to the current date.

After setting these parameters, click ‘Save and Send Test Request’ to receive the modified date. This date will be used to match against the due dates in your Google Sheets, ensuring that the correct reminders are sent out.

4. Searching Google Sheets for Due Dates

Now that you have the modified current date, the next step is to search for this date in your Google Sheets using Pabbly Connect. This involves connecting your Google Sheets account and using the lookup function to find matching due dates.

Select Google Sheets as the application and choose the ‘Lookup’ action. Connect your Google Sheets account if prompted. Map the modified date to search within the appropriate column.

By executing this step, Pabbly Connect will retrieve all relevant entries from your spreadsheet where the due date matches the modified current date. This allows you to gather all necessary information for sending payment reminders.

5. Sending Payment Reminder Emails via Gmail

Finally, you will set up the action to send emails through Gmail using Pabbly Connect. This is where you will configure the email content and specify the recipients based on the data retrieved from Google Sheets.

Select Gmail as the application and choose ‘Send Email’ as the action. Map the recipient’s email address from the previous step. Compose the email subject and body, including personal details like the student’s name and due amount.

Once everything is set up, click ‘Save and Send Test Request’ to send a test email. If configured correctly, you will see the payment reminder email arrive in the recipient’s inbox, confirming that your automation is working as intended.

Conclusion

In this tutorial, we learned how to automate payment reminder emails using Pabbly Connect, Google Sheets, and Gmail. By following these steps, you can efficiently manage payment reminders without manual intervention, ensuring timely communication with your clients.