Automate Meeting Details from Google Calendar to WhatsApp using Pabbly Connect

Learn how to automate sharing meeting details from Google Calendar to WhatsApp using Pabbly Connect. Follow our detailed step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Calendar and WhatsApp Integration

In this section, we will discuss how to set up Pabbly Connect to automate the sharing of meeting details from Google Calendar to WhatsApp. First, go to the Pabbly Connect website and sign up for a free account. After logging in, navigate to the app section and select Pabbly Connect.

Click on the ‘Create Workflow’ button to start a new integration. Name your workflow, for example, ‘Google Calendar to WhatsApp,’ and click ‘Create.’ You will see two windows: one for the trigger and one for the action. This is where Pabbly Connect will facilitate the integration between Google Calendar and WhatsApp.

2. Triggering the Workflow with Google Calendar

To set up the trigger in Pabbly Connect, select Google Calendar as the application. Choose the trigger event as ‘New Event Created.’ This step is crucial as it allows Pabbly Connect to listen for any new events added to your Google Calendar.

Next, connect your Google Calendar account by clicking on ‘Connect’ and authorizing access. Once connected, select the calendar you want to monitor for new events. This integration ensures that every time a new event is created in your Google Calendar, Pabbly Connect will capture the details needed for the WhatsApp message.

• Select Google Calendar as the application
• Choose ‘New Event Created’ as the trigger event
• Connect your Google Calendar account
• Choose the specific calendar to monitor

After setting this up, test the trigger to ensure that Pabbly Connect correctly fetches the event data. This will confirm that the integration is working as intended.

3. Formatting the Message Details for WhatsApp

Once the trigger is set, the next step in Pabbly Connect is to format the details of the meeting for WhatsApp. You will use the ‘Text Formatter’ feature to split the attendee’s name and phone number from the event description. This ensures that the WhatsApp message is personalized and formatted correctly.

In the action window, select the Text Formatter and set the action event to ‘Split Text.’ Input the description field from the Google Calendar event and specify the separator (in this case, a plus sign). This will isolate the name and phone number, allowing Pabbly Connect to send a tailored message to the attendee.

• Select Text Formatter as the action application
• Choose ‘Split Text’ as the action event
• Input the description field and set the separator

After formatting the details, test this action to ensure that the name and phone number are extracted correctly. This will allow for a smooth transition to sending the WhatsApp message.

4. Sending the WhatsApp Message Using Vati

The final step in the integration process involves sending the formatted message to WhatsApp using Vati. In this step, select Vati as the application in Pabbly Connect and choose ‘Send Template Message’ as the action event. This is where the actual message will be sent to the attendee’s WhatsApp number.

Connect your Vati account by entering the API endpoint and access token. Map the phone number field that was extracted earlier and fill in the template message details. This message will include the attendee’s name, date, time, event name, and location. After configuring these settings, click ‘Save’ to finalize the integration.

Select Vati as the action application Choose ‘Send Template Message’ as the action event Enter API endpoint and access token for Vati Map the necessary fields for the message

Finally, test the action to confirm that the WhatsApp message is sent successfully. This ensures that your integration is complete and functioning correctly, allowing meeting details to be shared automatically.

5. Conclusion

In conclusion, using Pabbly Connect to automate the sharing of meeting details from Google Calendar to WhatsApp is simple and efficient. By following the steps outlined above, you can ensure that your attendees receive timely notifications about their scheduled meetings.

This integration not only saves time but also enhances communication, making it easier for everyone involved. Start using Pabbly Connect today to streamline your workflow and improve productivity.