Send Google Sheets File as Attachment on WhatsApp to Stripe Customers Using Pabbly Connect

Learn how to send Google Sheets files as WhatsApp attachments to Stripe customers using Pabbly Connect. This detailed tutorial covers all steps and integrations. 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 Integration

To start sending Google Sheets files as attachments on WhatsApp to Stripe customers, you need to access Pabbly Connect. First, log into your Pabbly Connect account. If you don’t have an account, you can create one easily.

Once logged in, navigate to the dashboard where you can create a new workflow. This workflow will automate the process of sending Google Sheets files to your customers via WhatsApp using Stripe customer data.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Send Google Sheets to WhatsApp.’ This name helps in identifying the workflow later.

• Click on the ‘Create’ button to proceed.
• Select the trigger application as Google Sheets from the list.
• Choose the specific trigger event, such as ‘New Spreadsheet Row.’ This will activate the workflow whenever a new row is added.

After setting the trigger, you will need to connect your Google Sheets account to Pabbly Connect. Follow the prompts to authenticate your Google account. This step ensures that Pabbly Connect can access your Google Sheets data securely.

3. Setting Up Stripe Integration in Pabbly Connect

Next, you will set up the integration with Stripe using Pabbly Connect. After configuring the Google Sheets trigger, add an action step by clicking on the ‘+’ icon. Select Stripe as your action application.

Choose the action event as ‘Send Payment Link’ or a similar option that allows sending customer details. Connect your Stripe account to Pabbly Connect by following the authentication steps. This ensures that your payment processing is seamless.

4. Sending WhatsApp Messages with Attachments

After configuring Stripe, it’s time to set up WhatsApp messaging using Pabbly Connect. Add another action step and select WhatsApp as the application. Choose the action event to send a message.

• In the message body, include the necessary details from the Google Sheets row, such as customer name and order details.
• Attach the Google Sheets file by selecting the file URL from the previous steps in Pabbly Connect.
• Select the recipient’s WhatsApp number, which you can pull from the Google Sheets data.

Finally, test the workflow to ensure that everything is functioning correctly. This step confirms that the Google Sheets file is sent as an attachment to your Stripe customers via WhatsApp.

5. Conclusion

By following these steps, you can effectively use Pabbly Connect to send Google Sheets files as WhatsApp attachments to your Stripe customers. This integration streamlines communication and enhances customer service by providing timely information directly to their WhatsApp.

Utilizing Pabbly Connect for this process not only automates your workflow but also ensures that your customers receive important updates efficiently. Start using this powerful integration today!