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Alert Team on WhatsApp for New Tasks 🤯

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect, open your web browser and navigate to the Pabbly Connect dashboard. Here, you can create a free account to explore the platform’s features. This is essential for automating tasks between Google Sheets and WhatsApp.

Once logged in, you can use your free tasks to set up your first automation. Pabbly Connect provides a seamless way to connect various applications, making your workflow efficient. You can later upgrade to a premium version if you need more tasks or features.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in Pabbly Connect. Here, you can choose to create using the quick builder, which simplifies the process by allowing you to describe your workflow.

Select ‘Create using Quick Builder’
Provide a prompt describing your workflow
Add Google Sheets as the trigger and Pabbly Chatflow as the action

After adding these details, Pabbly Connect will generate the workflow structure for you. This automated setup ensures that whenever a new row is added to Google Sheets, a message will be sent via WhatsApp to the specified team member.

3. Integrating Google Sheets with Pabbly Connect

Next, you need to integrate Google Sheets into your workflow using Pabbly Connect. Click on the connect button for Google Sheets, and you will receive a webhook URL.

Copy this URL and add it to your Google Sheets. You need to install the Pabbly Connect webhook add-on in Google Sheets first. After installation, go to the initial setup of the add-on and paste the webhook URL. Set the trigger column to the one where you will enter new task details.

4. Setting Up Pabbly Chatflow for WhatsApp Notifications

After integrating Google Sheets, the next step is to set up Pabbly Chatflow in Pabbly Connect. Click on the connect button for Pabbly Chatflow and select to create a new connection. You will need to provide an API token from your Pabbly Chatflow account.

To get this token, navigate to the settings in Pabbly Chatflow and access the API and webhook section. After copying the token, return to Pabbly Connect and paste it in the required field. This allows Pabbly Connect to send WhatsApp messages on your behalf.

5. Sending WhatsApp Messages Automatically

Once both applications are integrated, you can set up the details for the WhatsApp message. In Pabbly Connect, map the recipient’s WhatsApp number, the message content, and other task details from Google Sheets.

Map the WhatsApp number from the Google Sheets response
Compose your message with dynamic data from the task
Press ‘Save and Send Test Request’ to send a test message

After completing these steps, you will see that the message is sent successfully to your team member’s WhatsApp. This automation ensures that tasks are communicated efficiently without manual effort.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automate task assignments via WhatsApp using Google Sheets. This integration saves time and ensures that your team members are promptly notified about their tasks, enhancing productivity.