How to Send WhatsApp Messages from Airtable Using Pabbly Connect Automatically

Learn how to send WhatsApp messages automatically from Airtable using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Airtable and WhatsApp

To send WhatsApp messages automatically from Airtable, we will use Pabbly Connect. This platform allows seamless integration between various applications without any coding skills. Start by visiting the Pabbly Connect homepage and signing in or signing up for a free account.

Once logged in, you will find options to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send WhatsApp Message from Airtable’. This will help in organizing your automation tasks effectively.

2. Configuring the Trigger with Airtable in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect to listen for new records in Airtable. Select Airtable as your trigger application and choose the ‘New Record’ event. This event will initiate the workflow whenever a new participant is added.

• Select the base name where your participant details are stored.
• Choose the relevant table that contains the participant information.
• Ensure you have created a field named ‘Created’ with the type set to ‘Created Time’ in Airtable.

After configuring these settings, click on the ‘Save and Send Test Request’ button to capture the response from Airtable. This response will include the details of the new record, which will be used in the next steps of the automation.

3. Setting Up Pabbly Chatflow for Sending WhatsApp Messages

Now that we have the trigger set up, the next step is to configure the action in Pabbly Connect using Pabbly Chatflow. Select Pabbly Chatflow as your action application and choose the ‘Send Template Message’ event.

To build the connection, you will need to provide your API token from Pabbly Chatflow. Go to your Pabbly Chatflow account, navigate to the settings to find your API token, and paste it into Pabbly Connect.

• Map the recipient’s mobile number from the Airtable response.
• Select the template you created for sending confirmation messages.
• Fill in any required parameters such as participant name and event details.

After entering these details, click on ‘Save and Send Test Request’ to ensure that the WhatsApp message is sent successfully to the participant.

4. Testing the Integration with Airtable and WhatsApp

With both the trigger and action set up, it’s time to test the integration. Add a new participant record in your Airtable base. This action should trigger the automation you created in Pabbly Connect.

After a short wait, check your WhatsApp inbox to see if the confirmation message has been sent. You should see the message formatted according to your template, including personalized details such as the participant’s name and event information.

To verify the success of the message delivery, you can also check the status in Pabbly Chatflow’s inbox, which records all sent and received messages. This feature allows you to manage your communications effectively.

5. Conclusion: Automating WhatsApp Messages with Pabbly Connect

In this tutorial, we demonstrated how to send WhatsApp messages automatically from Airtable using Pabbly Connect and Pabbly Chatflow. By setting up the trigger in Airtable and the action in Pabbly Chatflow, you can streamline your communication process efficiently.

This automation not only saves time but also enhances the participant experience by providing instant confirmation messages. With Pabbly Connect, you can explore more automation opportunities to integrate various applications seamlessly.