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

Learn how to automate medicine orders online and send automatic WhatsApp confirmations using Pabbly Connect. Step-by-step tutorial included. 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 Automation

To begin automating the process of taking medicine orders online, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Here, you can sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account.

Once you create your account, you will receive 100 free tasks every month to explore the features of Pabbly Connect. After signing in, you will be directed to the dashboard where you can view all your workflows. Click on the ‘Create Workflow’ button to start setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate medicine orders. After clicking on ‘Create Workflow’, a dialog box will prompt you to name your workflow. Enter a name like ‘Take Medicine Orders and Send Confirmation Message on WhatsApp’.

Next, you will select the trigger application, which in this case is Google Forms. The trigger event will be set to ‘New Response Received’. This means that whenever someone submits the Google Form, Pabbly Connect will capture that response and initiate the workflow.

• Select Google Forms as the trigger application.
• Set the trigger event to New Response Received.
• Copy the provided webhook URL for integration.

By following these steps, you will successfully set up the initial part of your workflow in Pabbly Connect.

3. Connecting Google Forms to Pabbly Connect

To connect Google Forms to Pabbly Connect, you need to link your form to Google Sheets first. Open your Google Form and navigate to the ‘Responses’ section. Click on ‘View in Sheets’ to create a new spreadsheet for your form responses.

After linking the form to Google Sheets, you must install the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get add-ons, and search for ‘Pabbly Connect Webhooks’. Install it and refresh the spreadsheet to see the new options available under Extensions.

• Open your Google Form and navigate to Responses.
• Click on View in Sheets to create a linked spreadsheet.
• Install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace.

Once these steps are completed, you can proceed to set the trigger column in the Pabbly Connect add-on settings, ensuring that the integration is ready to capture form submissions.

4. Sending WhatsApp Confirmations via Pabbly Connect

After successfully connecting Google Forms to Pabbly Connect, the next step is to send confirmation messages via WhatsApp. For this, you will use the Vati application, which enables WhatsApp messaging through an API. Select Vati as your action application in Pabbly Connect.

Set the action event to ‘Send Template Message’. You will need to create a connection by entering the API endpoint and access token from your Vati account. Once connected, you can map the WhatsApp number received from the Google Form response to send the confirmation message.

Select Vati as the action application. Set the action event to Send Template Message. Map the WhatsApp number from the Google Form response.

This integration allows you to send automated confirmation messages to customers immediately after they place their medicine orders, enhancing customer experience through timely communication.

5. Testing and Activating Your Pabbly Connect Workflow

Once you’ve set up the workflow in Pabbly Connect, it’s essential to test it to ensure everything is functioning correctly. Submit a test response using the Google Form to see if the data is captured in Google Sheets and if the confirmation message is sent via WhatsApp.

After confirming that the test works as expected, activate your workflow in Pabbly Connect. This will ensure that every new order submitted through the Google Form will trigger the WhatsApp confirmation automatically.

Submit a test order through the Google Form. Check Google Sheets for the captured response. Verify that the WhatsApp confirmation message is received.

By completing these steps, you have successfully automated the process of taking medicine orders online and sending confirmations using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the process of taking medicine orders online and sending automatic confirmations via WhatsApp using Pabbly Connect. By integrating Google Forms and Vati, businesses can efficiently manage orders and enhance customer communication.