Integrating WhatsApp and Gmail with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp and Gmail using Pabbly Connect to automate your invoicing process seamlessly. Follow this detailed tutorial for step-by-step instructions. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Invoice Automation

To start integrating WhatsApp and Gmail, first, you need to access Pabbly Connect. Open your browser and search for Pabbly Connect. This platform allows you to automate workflows without coding.

Once on the Pabbly Connect landing page, you can either sign in if you are an existing user or sign up for free if you are new. Signing up provides you with 100 free tasks every month, making it easy to get started with automation.

Creating a Workflow in Pabbly Connect

After signing in, click on the ‘Create Workflow’ button to start your automation. You will be prompted to name your workflow and choose a folder to save it in. For this tutorial, name the workflow ‘Share Pabbly Subscription Billing Invoices via WhatsApp and Email’. using Pabbly Connect

Once you create the workflow, you will be directed to the workflow window. Here, you will set up the trigger and action. The trigger will initiate the workflow when a specific event occurs, while actions are the responses to that trigger.

• Click on ‘Create Workflow’
• Name your workflow appropriately
• Select the folder to save the workflow

With the workflow created, you can now select your trigger application, which will be Pabbly Subscription Billing. This will ensure that whenever a new invoice is created, the workflow is triggered to send notifications via WhatsApp and Gmail.

Setting Up the Trigger with Pabbly Subscription Billing

In this section, you will configure the trigger for your workflow using Pabbly Subscription Billing. Select Pabbly Subscription Billing as your trigger application, then choose the trigger event as ‘New Invoice Created’. This event will initiate the workflow whenever a new invoice is generated. using Pabbly Connect

Once you select the trigger event, you will receive a webhook URL. Copy this URL, as it will be used to connect your Pabbly Subscription Billing account with Pabbly Connect. Log into your Pabbly Subscription Billing account, navigate to settings, and locate the webhooks section to paste this URL.

• Select ‘New Invoice Created’ as the trigger event
• Copy the provided webhook URL
• Paste the webhook URL in your Pabbly Subscription Billing settings

After saving the webhook, you can test the connection by creating a dummy invoice in your Pabbly Subscription Billing account. This will allow Pabbly Connect to capture the invoice data and proceed to the next steps of the automation.

Sending Notifications via WhatsApp with Pabbly Connect

Next, you will set up the action to send notifications via WhatsApp using Pabbly Connect. For this, select AI Sensi as your action application, which will allow you to send WhatsApp messages. Choose the action event as ‘Send Template Message’. using Pabbly Connect

You will need to connect your WhatsApp account by providing an API key obtained from your AI Sensi account. After connecting, you will be able to specify the message template to use for the notifications.

Select AI Sensi as the action application Choose ‘Send Template Message’ as the action event Connect your WhatsApp account with the provided API key

Map the necessary fields like customer name, invoice amount, and invoice link from the previous step. This ensures that each message sent via WhatsApp is personalized with the correct information for each customer.

Sending Emails via Gmail Using Pabbly Connect

The final step involves sending an email notification using Gmail. Select Gmail as your action application and choose ‘Send Email V2’ as the action event. Connect your Gmail account by granting the required permissions. using Pabbly Connect

Map the email fields such as recipient email address, subject, and email content. Use the data captured from the invoice creation step to personalize the email, ensuring your customers receive all relevant information promptly.

Select Gmail as the action application Choose ‘Send Email V2’ as the action event Map the email fields appropriately for personalization

After configuring the email settings, click on ‘Save and Send Test Request’ to verify that the email is sent correctly. Check your inbox to confirm the receipt of the email, ensuring that the integration works seamlessly.

Conclusion

In this tutorial, we demonstrated how to automate the process of sending invoices via WhatsApp and Gmail using Pabbly Connect. By integrating Pabbly Subscription Billing with AI Sensi and Gmail, you can streamline your invoicing process and enhance customer communication.

This integration not only saves time but also ensures that your customers receive timely notifications about their invoices, improving their overall experience. Start using Pabbly Connect today to automate your workflows effectively!