Automate WhatsApp Reminders for Application Deadlines Using Pabbly Connect

Learn how to automate WhatsApp reminders for application deadlines using Pabbly Connect. Step-by-step guide for seamless integration with Google Sheets, Gmail, and more. 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 Automated Reminders

In this section, we will discuss how to set up Pabbly Connect for automating WhatsApp reminders for application deadlines. First, create a free account on Pabbly Connect by visiting their website. Once registered, log in to access your dashboard.

From the dashboard, click on the ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘Automated Reminders for Last Date of Exam Applications.’ After naming your workflow, click on the ‘Create’ button to proceed.

2. Connecting Google Sheets as the Trigger Application

Now, we will connect Google Sheets as the trigger application in Pabbly Connect. This is essential as it will allow us to monitor changes in your exam application data. Select Google Sheets as the trigger application and choose the ‘New or Updated Row’ event as the trigger event.

• Enter your Google Sheets URL in the provided field.
• Authorize Pabbly Connect to access your Google Sheets.
• Fetch the test data from your spreadsheet to ensure the connection is successful.

After fetching the test data, ensure that the data is visible in the workflow. This confirms that your connection is working correctly and ready for the next steps.

3. Fetching Student Data from Google Sheets

Next, we need to retrieve student data from another Google Sheet to check their application status. Again, connect Google Sheets as an action step in Pabbly Connect. This time, select the ‘Lookup Spreadsheet Rows’ action event.

During this setup, specify the sheet containing student details and the column where their application status is recorded. You will search for the term ‘Not Submitted’ to filter out students who have not completed their applications.

• Select the spreadsheet and sheet name from the dropdown.
• Set the lookup column to the one containing the application status.
• Include headers and sort values as needed.

Once you receive the data, you can proceed to the next step of sending reminders to the students.

4. Sending WhatsApp Reminders Using Cloud API

To send WhatsApp reminders, we will use the WhatsApp Cloud API through Pabbly Connect. First, select the Cloud API as the action application and choose ‘Send Template Message’ as the action event. You will need to connect your WhatsApp account through the API.

For this connection, you’ll need your permanent access token, phone number ID, and business account ID. Ensure these are correctly entered to establish a successful connection.

Create a message template for your reminders. Map the recipient’s WhatsApp number from the iterator step. Customize the message body with placeholders for dynamic data.

After setting up the message, click on ‘Save and Send Test Request’ to verify that the reminders are sent successfully to the students.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp reminders for application deadlines effectively. By integrating Google Sheets and the WhatsApp Cloud API, you can ensure that students receive timely notifications about their application statuses. This setup not only saves time but also enhances communication efficiency.

With Pabbly Connect, you can automate various workflows, making it an invaluable tool for managing reminders and notifications seamlessly.