How to Take Medicine Orders Online & Send Automatic Confirmation to Customers Using Pabbly Connect

Learn how to automate medicine orders and send confirmations using Pabbly Connect with WhatsApp and Google Forms 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. Accessing Pabbly Connect for Automation

To automate the process of taking medicine orders online, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by entering the URL in your browser. Once there, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button. This allows you to create your account and explore the features with 100 free tasks each month. Existing users can simply click ‘Sign In’ to access their dashboard and start creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will arrive at the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button in the top right corner. A dialog box will prompt you to name your workflow.

• Name your workflow something like ‘Take Medicine Orders and Send Confirmation’.
• Select a folder to save your workflow, such as ‘Test Integrations’.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two windows: one for the trigger and one for the action. This is where you will set up the integration between Google Forms and WhatsApp using Pabbly Connect.

3. Setting Up Google Forms as a Trigger

The next step is to set up Google Forms as your trigger application in Pabbly Connect. Select Google Forms from the trigger application options and choose ‘New Response Received’ as your trigger event. This means the workflow will start whenever a new form response is submitted.

Once you select the trigger event, Pabbly Connect will provide you with a webhook URL and instructions to connect Google Forms to it. Copy the webhook URL and proceed to your Google Forms to link it with Pabbly Connect.

• Open your Google Form and navigate to the Responses section.
• Click on ‘View in Sheets’ to link the form with Google Sheets.
• Install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace.

After installing, refresh your Google Sheets to see the Pabbly Connect Webhooks option under the Extensions menu. This integration will allow responses from Google Forms to be captured in Pabbly Connect.

4. Sending Confirmation Messages via WhatsApp

Now that your Google Forms is set up, the next step is to send confirmation messages to customers via WhatsApp using Pabbly Connect. In the action application section, select WhatsApp and choose ‘Send Template Message’ as your action event. This will allow you to send a pre-defined message to the customer who placed the order.

To connect to WhatsApp, you need to add a new connection by entering the API endpoint and access token from your WhatsApp provider, such as Vati. After entering these details, click ‘Save’ to establish the connection.

Map the WhatsApp number field to the number collected from the Google Form response. Select the template you created for order confirmation. Enter the broadcast title matching your template.

This setup ensures that every time a new order is placed, a confirmation message is automatically sent to the customer via WhatsApp, streamlining your order process through Pabbly Connect.

5. Testing and Finalizing Your Integration

After setting up the action in Pabbly Connect, it’s crucial to test your integration. Submit a test order through your Google Form to ensure that all data is correctly captured and sent to WhatsApp. Once the form is submitted, check your Google Sheets to confirm that the response appears.

Then, in Pabbly Connect, click on ‘Send Test Request’ to verify that the WhatsApp message is dispatched successfully. If everything is set up correctly, you should receive the confirmation message on WhatsApp, indicating that your integration works as intended.

To finalize, ensure that the workflow is saved and activated in Pabbly Connect. This automation will now automatically handle medicine orders and confirmations, enhancing your customer service.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate taking medicine orders online and sending automatic confirmations via WhatsApp. This integration streamlines your order management process, ensuring timely communication with customers.