Learn how to automate WhatsApp messages for your event planning business using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Integration

To begin automating WhatsApp messages for your event planning business, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage. You can create a free account by clicking the ‘Sign Up Free’ button, or log in if you already have an account.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button and name your workflow, such as ‘You Can Book Me to WhatsApp Messages’. This workflow will manage the entire process of sending WhatsApp messages when appointments are booked.

2. Connect You Can Book Me with Pabbly Connect

The next step involves connecting the You Can Book Me scheduling application to Pabbly Connect. Select ‘You Can Book Me’ as the app to trigger the workflow. Choose the trigger event as ‘New Booking’. This allows Pabbly Connect to listen for new appointments made on your scheduling page.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your You Can Book Me dashboard. Edit the settings of your appointment page, go to notifications, and select the webhook option. Paste the copied URL and set the HTTP method to POST.

  • Open Pabbly Connect and create a new workflow.
  • Select ‘You Can Book Me’ as the trigger app.
  • Choose ‘New Booking’ as the trigger event.
  • Copy the webhook URL and paste it in You Can Book Me settings.

After saving the changes, Pabbly Connect will be ready to receive data whenever a new appointment is booked.

3. Collect Appointment Data in Pabbly Connect

With the webhook set up, the next step is to test the integration by booking an appointment through your You Can Book Me page. Fill out the appointment details, including the event name, date, client name, and WhatsApp number. Confirm the booking.

Once the appointment is booked, return to Pabbly Connect. You should see that it has received the data from the appointment form, including all relevant details. This confirms that the connection is working correctly and that data is being collected successfully.

4. Send WhatsApp Messages Using Vati

The final step is to send the collected appointment data as a WhatsApp message using Vati, a third-party WhatsApp API service. In Pabbly Connect, select Vati as the action app and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect your Vati account by providing the API endpoint and access token, which you can find in your Vati dashboard under API docs. After connecting, map the WhatsApp number and select the message template that you have created in your Vati account.

  • Select Vati as the action app in Pabbly Connect.
  • Choose ‘Send Template Message’ as the action event.
  • Map the WhatsApp number and select your message template.

Once everything is set, click ‘Save and Send Test Request’ to send a test message. Check the recipient’s WhatsApp account to confirm that the message has been received successfully.

Conclusion

In conclusion, using Pabbly Connect allows you to automate WhatsApp messages for your event planning business seamlessly. By following the steps outlined, you can ensure that your clients receive timely appointment confirmations, enhancing your customer service and efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.