How to Send Insurance Claim Notifications on WhatsApp Using Pabbly Connect

Learn how to automate insurance claim notifications via WhatsApp using Pabbly Connect. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Insurance Notifications

To send insurance claim notifications via WhatsApp, you first need to set up Pabbly Connect. This automation tool allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and signing up for a free account. Once signed up, log in to access your dashboard.

After logging in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Insurance Claim Alerts on WhatsApp’ and click on the ‘Create’ button. This will take you to the workflow page where you can begin setting up your automation.

2. Configuring Google Forms as the Trigger

In this step, we will configure Google Forms as the trigger application to start the automation process. Select Google Forms as your trigger application in Pabbly Connect. The trigger event will be set to ‘New Response Received’ to capture form submissions.

• Select Google Forms as the trigger application.
• Choose the trigger event as ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

Next, you need to connect your Google Forms to a Google Sheets spreadsheet, which will store the responses. Open the connected spreadsheet in incognito mode if you have multiple Google accounts. Install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace, and set up the initial configuration by pasting the webhook URL into the appropriate field.

3. Connecting WhatsApp Cloud API for Notifications

After setting up Google Forms as the trigger, the next step is to connect the WhatsApp Cloud API for sending notifications. In Pabbly Connect, add WhatsApp Cloud API as the action application. Choose the action event ‘Send Template Message’ to send notifications to users.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Input your WhatsApp Cloud API credentials including the permanent access token.

Once the connection is established, map the recipient’s phone number and the message template you created for notifications. This ensures that each time a claim is submitted, the respective policyholder receives an automated message confirming receipt of their application.

4. Testing the Automation Workflow

With everything set up, it’s essential to test your automation workflow. In Pabbly Connect, send a test submission through your Google Forms to see if the WhatsApp notification is triggered correctly. Ensure that the message format is as expected and that all mapped fields are populated accurately.

Submit a test claim through Google Forms. Check your WhatsApp for the notification message. Verify that all details are accurately reflected in the message.

Once you confirm that the test notification works correctly, your automation is fully functional. This means every time a new claim is submitted, the relevant notification will be sent automatically without any manual intervention.

5. Conclusion

By following these steps, you can effectively send insurance claim notifications via WhatsApp using Pabbly Connect. This integration not only saves time but also enhances communication with policyholders, ensuring they are promptly informed about their claim status. Automate your processes today for a more efficient workflow!