Automate Birthday Wishes on WhatsApp Using Pabbly Connect and Airtable

Learn how to automate sending birthday wishes on WhatsApp from Airtable using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating birthday wishes via WhatsApp, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website.

If you are a new user, click on the ‘Sign Up for Free’ tab on the homepage. After creating your account, you will receive 100 free tasks. Existing users can simply click ‘Sign In’. Once logged in, click on the ‘Create Workflow’ button on your dashboard.

2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you will be prompted to name your workflow. Name it something like ‘Airtable WhatsApp Integration’ and click ‘Create’. This is where Pabbly Connect will help automate the process of sending birthday wishes.

• Choose a Trigger Event: Select ‘Schedule’ to run your workflow daily.
• Set Time: Specify the time you want the workflow to run, e.g., every day at 10 AM UTC.

Once you have configured the trigger, click ‘Save’. This will allow Pabbly Connect to check your Airtable records daily for any birthdays.

3. Fetching Current Date with Pabbly Connect

Next, you need to fetch the current date using the Date Time Formatter feature in Pabbly Connect. This is crucial for comparing against the birthday dates stored in Airtable.

Click on ‘Add Action Step’ and select ‘Date Time Formatter’. Connect it and choose to fetch the current date. Make sure to set the response format to exclude time. Click ‘Save and Send Test Request’ to confirm that you have successfully retrieved the current date.

4. Checking for Birthdays in Airtable

Now, you will check for birthdays in your Airtable records. Add another action step and select ‘Airtable’ as the application. Choose the action event as ‘Search Records’. This step will allow Pabbly Connect to find any matching birthdays based on the current date.

• Connect Your Airtable Account: You will need your API key to connect.
• Map Your Data: Select the base and table where your birthday data is stored.

Once you have set this up, click ‘Save and Send Test Request’ to ensure Pabbly Connect retrieves the correct records.

5. Sending Birthday Messages via WhatsApp Cloud API

Finally, to send birthday wishes, add another action step and select ‘WhatsApp Cloud API’. Choose the action event ‘Send Template Message’. This is where Pabbly Connect facilitates sending personalized birthday messages.

Connect your WhatsApp Cloud API account by providing the necessary credentials. Map the recipient’s mobile number and the message template. Ensure to include the correct country code without the ‘+’ sign. Click ‘Save and Send Test Request’ to send the message.

Conclusion

By following these steps, you can successfully automate sending birthday wishes on WhatsApp using Pabbly Connect and Airtable. This integration not only saves time but also ensures that no birthday is missed. Enjoy seamless automation for all your birthday greetings!