Send Payment Reminders on WhatsApp from Google Sheets Using Pabbly Connect

Learn how to automate sending payment reminders on WhatsApp from Google Sheets using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Payment Reminders

To send payment reminders on WhatsApp from Google Sheets, you first need to set up Pabbly Connect. Start by creating a free account on the Pabbly Connect dashboard. Once logged in, click on ‘Create Workflow’ to initiate the automation process.

In the workflow setup, name your workflow, for example, ‘Automatic Payment Reminders’. Choose a folder for your workflow and click ‘Create’. This will open the workflow interface where you can set triggers and actions.

2. Scheduling the Automation with Pabbly Connect

To ensure your reminders are sent daily, you need to schedule your automation using Pabbly Connect. In the trigger window, select the ‘Schedule’ option. This allows you to set how often the workflow should run.

• Choose ‘Every Day’ as the frequency.
• Set the time for execution, e.g., 10:00 AM.

After saving your schedule, your automation is now configured to check for payment statuses daily. This is the first step in automating your payment reminders using Pabbly Connect.

3. Connecting Google Sheets to Pabbly Connect

Next, you need to connect your Google Sheets account through Pabbly Connect. In the action window, select ‘Google Sheets’ and then choose the action event ‘Lookup Spreadsheet Row’. This action will help you fetch customer details based on their payment status.

Click on ‘Connect’ and then select ‘Add New Connection’. You will be prompted to sign in with your Google account. After granting access, select the spreadsheet containing the payment details, which should be named something like ‘Due Payments’.

4. Using the Iterator Feature in Pabbly Connect

After fetching the customer details, you will receive an array response containing all customers with a payment status of ‘Due’. To process each customer one by one, use the ‘Iterator’ feature in Pabbly Connect. Click on ‘Add Action Step’ and select ‘Iterator’.

• Choose ‘Process Array’ as the action event.
• Map the array response from the Google Sheets lookup.

This will allow you to send WhatsApp messages to each customer individually. Using the iterator ensures that the data is processed in a manageable format, making it easier to send personalized reminders.

5. Sending WhatsApp Messages via Pabbly Connect

Now that you have processed the customer details, it’s time to send the WhatsApp messages. In the action window, select the WhatsApp API service, such as Vati, to send messages. Choose the action event ‘Send Template Message’ and connect your Vati account by entering the API endpoint and access token. using Pabbly Connect

Map the WhatsApp number and customize the message template by including details such as the customer’s name, due date, and payment amount. The message should be structured to remind the customer of their upcoming payment.

Conclusion

By following these steps, you can efficiently automate sending payment reminders on WhatsApp using Pabbly Connect and Google Sheets. This integration streamlines your payment reminder process, ensuring timely communication with your customers.