Learn how to automate informing parents about upcoming Parent-Teacher Meetings using Pabbly Connect, Zoom, and WhatsApp in this detailed tutorial. 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. Accessing Pabbly Connect for Integration
To inform parents about the upcoming Parent-Teacher Meeting, you will first need to access Pabbly Connect. This platform allows you to automate the process of sending messages via WhatsApp whenever a new meeting is scheduled on Zoom. Start by visiting the Pabbly website and signing up for a free trial account.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that will connect Zoom and WhatsApp through Pabbly Connect. This integration will save you time and ensure that all parents are informed automatically.
2. Creating a Workflow in Pabbly Connect
In this section, you will create a workflow in Pabbly Connect that triggers when a new Zoom meeting is created. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘Inform Parents about Upcoming Zoom Meeting on WhatsApp’.
After naming your workflow, set the trigger event to ‘New Meeting Created’ in Zoom. This will allow Pabbly Connect to listen for any new meetings scheduled in your Zoom account. Once you have set the trigger, you will be provided with a webhook URL that you will need to connect to Zoom.
- Click on ‘Create’ to finalize your workflow.
- Select ‘Zoom’ as the application and configure the webhook.
- Copy the webhook URL for use in Zoom.
After setting up the trigger, ensure that the connection is active by creating a test meeting in Zoom. This will help you confirm that Pabbly Connect is receiving the data correctly.
3. Integrating Zoom with Pabbly Connect
Next, you need to integrate Zoom with Pabbly Connect using the webhook URL generated earlier. Go to your Zoom dashboard, navigate to the Admin panel, and select ‘Advanced’ options. From there, click on ‘App Marketplace’ and choose to create a new JWT app.
Once you have created the JWT app, navigate to the ‘Event Subscriptions’ section. Here, you will add a new event subscription and paste the webhook URL from Pabbly Connect into the event notification endpoint URL field. Select the event type as ‘Meeting Created’ to ensure that the integration works correctly.
- Access the Zoom App Marketplace and create a JWT app.
- Add the webhook URL to the event subscription.
- Select the ‘Meeting Created’ event to receive notifications.
Once you have completed these steps, create a test meeting in Zoom to ensure that the data is being sent to Pabbly Connect correctly.
4. Sending WhatsApp Messages via Pabbly Connect
After successfully integrating Zoom, it’s time to set up the WhatsApp messaging feature using Pabbly Connect. To do this, you will need to use a service like 360 Dialog, which provides access to WhatsApp’s API. In your workflow, add a new action step and select 360 Dialog as the application.
In the action event, choose ‘Send Template Message’. You will need to connect your 360 Dialog account by entering your API key and domain. This will allow Pabbly Connect to send messages on your behalf. Once connected, select the template you want to use for the WhatsApp message.
Select 360 Dialog as the action application. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and message fields accordingly.
Make sure to fill in all required fields, including the recipient’s WhatsApp number, message body, and other relevant details. Test the workflow to ensure that messages are sent correctly to parents about the upcoming Parent-Teacher Meeting.
5. Conclusion
In this tutorial, you learned how to automate the process of informing parents about an upcoming Parent-Teacher Meeting using Pabbly Connect. By integrating Zoom and WhatsApp, you can save time and ensure that all necessary information is communicated effectively. This setup allows for real-time notifications and enhances communication with parents, making it a valuable tool for any school.
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