Author: Nitin Maheshwari

Learn how to send automated WhatsApp messages to students upon registration for coaching classes using Pabbly Connect. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

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1. Connect Jotform to Pabbly Connect

To send WhatsApp messages to students when they register for coaching classes, you first need to connect Jotform to Pabbly Connect. Start by opening your browser and navigating to the Pabbly Connect website. Once there, create a free account if you haven’t already done so, and log in to access your dashboard.

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Jotform Response to WhatsApp Messages’. After naming your workflow, click ‘Create’. This initiates the process where you will set up a trigger and action. The trigger will be a new response from Jotform, and the action will be sending a message via WhatsApp.

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2. Setup Jotform Integration in Pabbly Connect

Now that you have created your workflow in Pabbly Connect, it’s time to set up the integration with Jotform. Click on the trigger option and select Jotform from the app list. Next, choose the trigger event as ‘New Response’. This will allow Pabbly Connect to listen for new submissions from your Jotform registration form.

• Select Jotform as the application.
• Choose ‘New Response’ as the trigger event.
• Copy the generated webhook URL.

After copying the webhook URL, go to your Jotform account. Open the form you wish to connect and navigate to the settings. Under the Integrations tab, select Webhooks and paste the copied URL. Once done, click on ‘Complete Integration’ to finalize the connection. Now, your Jotform is successfully integrated with Pabbly Connect, and it is set to send data whenever a new registration occurs.

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3. Collect Data in Pabbly Connect

With the integration established, the next step is to collect the data submitted from Jotform in Pabbly Connect. This is essential to ensure that the information submitted by students is captured and can be sent as a WhatsApp message. After the integration is set up, Pabbly Connect will wait for the webhook response.

To test this, fill out the Jotform registration form with a student’s details, such as name, email, and course selection. Once you submit the form, return to your Pabbly Connect dashboard. You should see the data populated in the webhook response section, confirming that the data has been successfully collected from Jotform.

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4. Send WhatsApp Message Using Pabbly Connect

The final step is to send the collected data to WhatsApp using Pabbly Connect. For this, you will need to set up another action in your workflow. Click on the action button and select the application ‘Vati’, which allows you to send WhatsApp messages. Choose the action event as ‘Send Template Messages’. This integration is crucial since WhatsApp’s API access is limited, and Vati provides the necessary access.

• Select Vati as the application for action.
• Choose ‘Send Template Messages’ as the action event.
• Connect your Vati account by entering the API endpoint and access token.

After connecting, map the WhatsApp number from the Jotform data collected in Pabbly Connect. Select the appropriate message template you created in Vati. Ensure that you fill in any dynamic fields required by the template. Once everything is set, click ‘Save and Send Test Request’ to send a test message to the student’s WhatsApp. You should see the confirmation message appear in the student’s WhatsApp account, confirming successful integration.

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Conclusion

In this tutorial, you learned how to automate WhatsApp messages for students registering for coaching classes using Pabbly Connect. By following the steps outlined, you can efficiently manage student communications and enhance the registration experience. Automate your processes today with Pabbly Connect!

Learn how to automate the process of creating and sending certificates via WhatsApp using Pabbly Connect and Google Forms in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start the process of creating and sending certificates on WhatsApp, the first step is to access Pabbly Connect. This platform acts as the central hub for integrating various applications, ensuring a seamless workflow.

Open your browser and navigate to the Pabbly Connect website. Here, you can sign up for a free account or log in if you already have one. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create workflows that automate tasks between applications.

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2. Create a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the certificate creation process. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Google Forms Certificates to WhatsApp Messages’. This name will help you identify the workflow later.

Next, set up the trigger and action for your workflow. The trigger will be a new form submission in Google Forms, and the action will be to send the certificate link via WhatsApp. This setup ensures that every time a student submits the form, a certificate will be automatically created and sent.

• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Google Forms Certificates to WhatsApp Messages’.
• Select Google Forms as the trigger application.
• Choose ‘New Response in Spreadsheet’ as the trigger event.

After setting the trigger, you will be provided with a webhook URL. This URL is crucial as it connects your Google Sheets (where form responses are stored) to Pabbly Connect.

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3. Set Up Google Sheets Integration with Pabbly Connect

In this step, you will connect your Google Sheets to Pabbly Connect using the webhook URL generated earlier. Go to your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and finally ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your Google Sheets page. Navigate back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and choose ‘Initial Setup’. Paste the webhook URL you copied from Pabbly Connect into the provided field. Also, specify the trigger column where the last data entry occurs.

• Go to Google Sheets and click ‘Extensions’.
• Select ‘Add-ons’ and install ‘Pabbly Connect Webhooks’.
• Refresh the Google Sheets page after installation.
• Paste the webhook URL in the ‘Initial Setup’ of the add-on.

This setup allows Pabbly Connect to receive data from Google Sheets whenever a new form is submitted.

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4. Generate Certificates in Google Slides Using Pabbly Connect

Once your Google Sheets is integrated, the next step is to generate certificates using Google Slides. In Pabbly Connect, add another action by clicking the plus icon and select Google Slides as the application. Choose the action event as ‘Create Presentation from Template’.

Connect your Google Slides account and select the template you created for the certificates. Map the student’s name and the current date into the template fields. This ensures that each certificate generated is personalized for the student who completed the course.

Select Google Slides as the action application. Choose ‘Create Presentation from Template’ as the action event. Map the student’s name and current date into the template fields.

After setting this up, the certificates will be automatically generated and saved in your specified Google Drive folder.

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5. Send Certificates via WhatsApp Using Pabbly Connect

The final step is to send the generated certificate link to the student’s WhatsApp account. In Pabbly Connect, add another action and select the application Vati for sending WhatsApp messages. Choose ‘Send Template Message’ as the action event.

Connect your Vati account and map the WhatsApp number of the student, along with the template you created for sending messages. Ensure that you include the link to the generated certificate in the message body. Once this is set up, every time a student submits the form, they will receive their certificate link via WhatsApp automatically.

Select Vati as the application for sending WhatsApp messages. Choose ‘Send Template Message’ as the action event. Map the student’s WhatsApp number and the certificate link.

This integration allows for a seamless experience where students receive their certificates promptly upon course completion, all automated through Pabbly Connect.

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Conclusion

In this tutorial, we explored how to automate the process of creating and sending certificates via WhatsApp using Pabbly Connect and Google Forms. By following these steps, you can streamline your workflow and enhance the experience for your students.

Learn how to automate sending coaching classes details to Facebook leads on WhatsApp using Pabbly Connect. Step-by-step tutorial included! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To start sending coaching classes details to Facebook leads on WhatsApp, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once you are on the Pabbly Connect page, sign up for a free account or log in if you already have one. After logging in, you will be directed to the dashboard where you can create a new workflow to connect Facebook Lead Forms and WhatsApp.

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2. Create a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a name. You can name your workflow something like ‘Facebook to WhatsApp Integration’.

After naming your workflow, click on the ‘Create’ button. You will see two sections: the trigger section and the action section. In the trigger section, search for ‘Facebook Lead Ads’ and select it. Then, choose the trigger event as ‘New Lead’.

• Select ‘Facebook Lead Ads’ as the trigger app.
• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

Once connected, select the Facebook page and lead form you want to use. This will allow Pabbly Connect to fetch new leads automatically from your Facebook Lead Ads.

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3. Fetch Lead Data from Facebook in Pabbly Connect

After setting up the trigger, the next step is to fetch the lead data. This is crucial for sending the coaching classes details via WhatsApp. In the workflow, you will now set up an action to retrieve the lead information. using Pabbly Connect

Click on the ‘Save and Send Test Request’ button in Pabbly Connect to test if the connection is successful. If successful, it will show you the details of the lead, including their name, email, and WhatsApp number. Make sure to capture these details for the next step.

• Test the connection to ensure lead data is fetched correctly.
• Check the fetched data for accuracy.
• Ensure WhatsApp number is in the correct format.

Once you have the lead data, you can proceed to send the details to WhatsApp.

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4. Send Coaching Classes Details to WhatsApp

Now, to send the coaching classes details to the lead via WhatsApp, you will set up another action in Pabbly Connect. For this, select the WhatsApp API service, specifically Vati.

In the action event, choose ‘Send Template Message’. You will need to connect your Vati account to Pabbly Connect by entering the API endpoint and access token from your Vati account.

Select Vati as the action app. Choose ‘Send Template Message’ as the action event. Enter the required API details to connect to Vati.

Map the WhatsApp number and other parameters required by your message template. This will ensure that the coaching classes details are sent correctly to the lead.

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5. Test and Confirm the Integration

Finally, to confirm that everything is working correctly, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will trigger the WhatsApp message to be sent to the lead. Ensure that the message contains the coaching classes details as intended.

Check the WhatsApp account of the lead to verify that they received the message. If successful, you will see the message you composed along with the attached details. This confirms that your integration is working seamlessly.

If there are any issues, revisit the previous steps to ensure everything is set up correctly. Testing is crucial to ensure that leads receive timely information about your coaching classes.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send coaching classes details to Facebook leads via WhatsApp. By following the steps outlined, you can automate your communication and enhance your lead engagement effectively.

Learn how to automate online appointments for your catering service with Pabbly Connect and send confirmation messages via WhatsApp. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating your catering service with WhatsApp, you need to access Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Simply go to Pabbly.com and sign up or log in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that connects your appointment booking software with WhatsApp. Ensure you have your appointment service ready, such as YouCanBook.me, to proceed with the integration.

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2. Setting Up Your Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to set up your workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘YouCanBook.me to WhatsApp’. This name will help you identify the workflow later.

In the workflow setup, you will see two main sections: Trigger and Action. The Trigger is where you define what starts the workflow, while the Action is what happens as a result. For this integration, choose ‘YouCanBook.me’ as the Trigger app and select ‘New Booking’ as the Trigger event.

• Log into your YouCanBook.me account.
• Select the booking page you want to connect.
• Copy the webhook URL provided by Pabbly Connect.

Once you’ve set these parameters, save your changes. Your YouCanBook.me account is now connected to Pabbly Connect and is ready to capture booking details.

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3. Capturing Booking Data in Pabbly Connect

Now that you have established the connection, it’s time to capture the booking data. Whenever a client books an appointment, the details will automatically be sent to Pabbly Connect. This ensures you have all the necessary information for your records.

To test this, make a demo booking through your YouCanBook.me page. After confirming the booking, check Pabbly Connect to see if the details have been captured accurately. You should see all relevant information such as the client’s name, appointment date, and time.

• Confirm the booking in YouCanBook.me.
• Verify that the data appears in Pabbly Connect.
• Make sure all fields are populated correctly.

This step is crucial as it ensures that your workflow is functioning correctly and ready to send messages via WhatsApp.

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4. Sending Messages via WhatsApp Using Pabbly Connect

With the booking data captured, the next step is to send confirmation messages to clients via WhatsApp. To do this, you will connect Pabbly Connect with a messaging service like Vati, which allows WhatsApp messaging.

Select Vati as your Action app in Pabbly Connect and choose ‘Send Template Message’ as the Action event. This setup will enable you to send predefined messages to your clients, confirming their appointments.

Enter the API endpoint and access token from your Vati account. Map the data fields from Pabbly Connect to the template message. Ensure the WhatsApp number is formatted correctly without a plus sign.

Once everything is mapped, save your settings and send a test message to ensure that the integration works flawlessly. You should see a confirmation message sent to the client’s WhatsApp, confirming their appointment.

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5. Testing Your Integration for Smooth Operation

After setting up the workflow, it’s essential to test the entire process to ensure that everything functions smoothly. Go back to your YouCanBook.me page and make another test booking.

Once you confirm the booking, check your WhatsApp to see if the confirmation message is received. This step verifies that the integration between YouCanBook.me, Pabbly Connect, and WhatsApp is working correctly.

To recap the testing process:

Make a booking in YouCanBook.me. Confirm the booking and check for the WhatsApp message. Ensure all details are accurate in the message.

If the message is successfully sent, your integration is complete and ready for use. You can now confidently manage your catering service appointments and keep your clients informed via WhatsApp.

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Conclusion

In this tutorial, we demonstrated how to integrate your catering service with WhatsApp using Pabbly Connect. By automating the appointment booking process, you can enhance customer communication and streamline your operations. With just a few simple steps, you can set up a robust workflow that ensures timely notifications to your clients.

Learn how to send automatic WhatsApp alerts for library subscription expiration using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Access Pabbly Connect for Integration

To send automatic WhatsApp alerts for library subscription expiration, you need to access Pabbly Connect. Start by visiting the official Pabbly website and navigate to the Pabbly Connect section. If you don’t have an account, click on ‘Sign Up for Free’ to create one. This process is simple and can be completed in just a few minutes.

Once logged in, click on ‘Access Now’ under the Pabbly Connect option. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Google Sheets to WhatsApp’, and click on ‘Create’ to proceed. This will set the foundation for sending WhatsApp alerts using data from your Google Sheets.

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2. Connect Google Sheets with Pabbly Connect

In this step, you will connect your Google Sheets to Pabbly Connect. The goal is to fetch the data of library members, including their names, phone numbers, and subscription expiration dates. Begin by selecting Google Sheets as your trigger application in the workflow.

Next, choose the action event as ‘Get Rows’. This will allow Pabbly Connect to retrieve all relevant data from your specified Google Sheet. You will be prompted to connect your Google account. Select the appropriate account and authorize Pabbly Connect to access your Google Sheets. After connecting, select the spreadsheet containing your library data and specify the range of cells from which to pull data.

• Select the spreadsheet named ‘Central Library’.
• Choose the sheet within the spreadsheet (e.g., Sheet1).
• Define the range from A2 to H14 to fetch all member data.

Once you have set these parameters, click on ‘Save & Send Test Request’ to ensure Pabbly Connect retrieves the data correctly. This step is crucial as it confirms that Pabbly Connect is successfully connected to your Google Sheets.

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3. Set Up Conditions for Sending Alerts

After successfully connecting Google Sheets, the next step involves setting conditions to determine when to send WhatsApp alerts. Using Pabbly Connect, you will create a filter that checks if the subscription expiration date is tomorrow. This ensures that alerts are sent one day prior to expiration.

To do this, add a new action step and select the ‘Iterator by Pabbly’ app. This will allow you to iterate through each row of data retrieved from Google Sheets. Set the condition to check if the current date plus one day equals the expiration date of the subscription. If the condition is met, proceed to send the WhatsApp message.

• Use the Date Time Formatter to add one day to the current date.
• Set the filter to check if the modified date matches the expiration date.
• Confirm that the filter condition is true before proceeding.

Once the conditions are set, you can ensure that only the relevant members receive alerts about their subscription expiration.

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4. Send WhatsApp Alerts Using Vati

The final step involves sending the WhatsApp alerts using the Vati application integrated through Pabbly Connect. After confirming the conditions, add another action step and select the Vati app. Choose the action event as ‘Send Template Message’ to send the customized WhatsApp alerts.

In this step, you will need to configure the Vati settings by entering the API endpoint and access token. This information is essential for authenticating your requests. Map the WhatsApp number from the iterator step, select the message template, and fill in the required parameters such as the member’s name, service name, expiration date, and a renewal link.

Ensure the template is approved by WhatsApp to send messages. Use parameters to personalize the message for each member. Set a unique broadcast name for tracking purposes.

Once all parameters are configured, click on ‘Save & Send Test Request’. This will send a test WhatsApp message to the specified member, confirming that the integration is successful.

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5. Confirm Successful Integration

After sending the test WhatsApp alert, it is vital to confirm that the integration between Google Sheets, Vati, and Pabbly Connect is functioning correctly. Check the WhatsApp account of the member who received the alert to ensure the message is formatted and delivered as expected.

Once confirmed, the workflow will now be active. This means every day, the system will check for members whose subscriptions are expiring the next day and automatically send them WhatsApp alerts. This automation saves time and ensures that all members are informed without the need for manual intervention.

With this setup, you can manage your library subscriptions efficiently and keep all members updated about their renewal dates. The integration of Pabbly Connect with Google Sheets and Vati makes this process seamless and highly effective.

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Conclusion

In conclusion, using Pabbly Connect to send automatic WhatsApp alerts for library subscription expiration is a straightforward process. By integrating Google Sheets and Vati, you can efficiently manage member notifications and ensure timely renewals. This automation not only enhances communication but also streamlines library management.

Learn how to automate your photography business by integrating appointment booking with WhatsApp using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Appointment Booking

To start automating your photography business, the first step is to access Pabbly Connect. This platform will facilitate the integration between your appointment scheduling and WhatsApp confirmation. Begin by visiting Pabbly’s website and navigate to the Pabbly Connect product page.

Once you are on the Pabbly Connect dashboard, you will need to create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a descriptive name, such as ‘YouCanBook.me to WhatsApp Confirmation’. This action sets the foundation for connecting your appointment scheduling through Pabbly Connect.

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2. Connecting YouCanBook.me with Pabbly Connect

In this section, we will connect your YouCanBook.me appointment page to Pabbly Connect. You will first need to create a webhook URL in Pabbly Connect. Select ‘YouCanBook.me’ as your application and choose the trigger event as ‘New Booking’.

• Open Pabbly Connect and select the trigger application.
• Choose the trigger event as New Booking.
• Copy the webhook URL generated by Pabbly Connect.

Next, go to your YouCanBook.me dashboard, access the settings of your appointment page, and navigate to the notifications section. Here, you will paste the webhook URL into the appropriate field and set the HTTP method to POST. This step ensures that every new booking is sent to Pabbly Connect.

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3. Collecting Appointment Data in Pabbly Connect

After establishing the connection, it’s time to collect the data from your YouCanBook.me page using Pabbly Connect. To do this, you will need to create a test booking. Fill out the appointment form with the necessary details, such as customer name, email, phone number, and appointment type.

• Complete the appointment form with the customer’s details.
• Confirm the booking to trigger the webhook.
• Check Pabbly Connect for the captured data.

Once the appointment is booked, return to Pabbly Connect to see the data captured from the booking. This includes all relevant details that will be used for sending the WhatsApp confirmation message.

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4. Sending Confirmation Messages via WhatsApp Using Wati

Now that you have collected the appointment data in Pabbly Connect, the next step is to send this information to WhatsApp using Wati. In Pabbly Connect, select Wati as the action application and choose the action event ‘Send Template Message’.

To connect Wati, you will need to enter your API endpoint and access token, which can be found in your Wati account under API docs. After entering these details, click on the connect button to establish a connection.

Select Wati as your action application. Map the WhatsApp number from the captured data. Choose the template you created in Wati for the confirmation message.

After configuring these settings, you will be able to send automated confirmation messages via WhatsApp to your clients, ensuring they receive timely notifications about their appointments.

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5. Recap of the Integration Process Using Pabbly Connect

In this final section, let’s recap the entire process of integrating YouCanBook.me with WhatsApp through Pabbly Connect. This integration allows you to automate sending confirmation messages to your clients, saving you time and effort.

Here’s a brief overview of the steps:

Set up Pabbly Connect and create a new workflow. Connect YouCanBook.me to Pabbly Connect via webhook. Collect appointment data in Pabbly Connect. Send confirmation messages through Wati.

By following these steps, you can efficiently manage your photography appointments and enhance customer communication through automated WhatsApp confirmations using Pabbly Connect.

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Conclusion

In conclusion, integrating online appointment booking for your photography business with WhatsApp confirmations using Pabbly Connect streamlines your workflow and enhances customer interaction. This automation not only saves time but also improves the overall customer experience.

Learn how to automate WhatsApp messages from Google Sheets using Pabbly Connect when gym memberships are about to expire. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin sending WhatsApp messages from Google Sheets, you need to set up Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account. Once logged in, navigate to the Pabbly Connect dashboard.

In the dashboard, click on ‘Create Workflow’ to initiate the integration process. Name your workflow something like ‘Google Sheets to WhatsApp’. This will help you identify the workflow later. Now, you are ready to connect Google Sheets with Pabbly Connect to automate the messaging process.

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2. Connecting Google Sheets to Pabbly Connect

The next step is to connect your Google Sheets account with Pabbly Connect. In the trigger window, select ‘Scheduled by Pabbly’ to set the time for checking expiry dates. You can choose how often to run the workflow, ideally daily, to ensure timely reminders.

• Select the time to check for expiry dates (e.g., 4:30 PM IST).
• Ensure to convert your local time to UTC format.
• Click on ‘Save’ to proceed.

After setting the schedule, proceed to select Google Sheets as the action app. Choose ‘Get Rows’ as the action event to pull customer data from your gym’s membership sheet. This is where Pabbly Connect plays a crucial role in fetching the necessary data for sending WhatsApp messages.

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3. Fetching Gym Membership Data from Google Sheets

Now that you have connected Google Sheets to Pabbly Connect, it’s time to fetch the gym membership data. You’ll need to select the specific Google Sheet that contains customer details, including names, phone numbers, and expiry dates.

When prompted to select the spreadsheet, find your gym’s membership sheet (e.g., ‘Iron Man Gym’). Specify the data range (e.g., A2 to I14) to include all necessary customer information. Once done, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect retrieves the data correctly.

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4. Sending WhatsApp Reminders Using Pabbly Connect

With the gym membership data successfully fetched, the next step is to send WhatsApp reminders. Use the ‘Vati’ integration to send messages through WhatsApp. In the action window, select ‘Send Template Message’ as the action event.

• Enter your WhatsApp number (without the plus sign).
• Choose the template for the message (e.g., ‘Subscription Expired’).
• Map the parameters such as customer name, service name, expiry date, and renewal link.

Click on ‘Save and Send Test Request’ to send the WhatsApp message. The automated process ensures that each customer receives a timely reminder about their expiring membership, showcasing how Pabbly Connect streamlines communication effectively.

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5. Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages from Google Sheets using Pabbly Connect. By following the steps to connect your Google Sheets, fetch membership data, and send reminders, you can enhance customer engagement and streamline your gym’s operations. Automating these reminders not only saves time but also ensures that your customers are well-informed about their gym memberships.

Utilizing Pabbly Connect for such integrations makes it simple for anyone, regardless of technical expertise, to manage their business communications efficiently.

Learn how to automate sending yoga meditation tutorials on WhatsApp when payments are received using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To start sending yoga meditation tutorials via WhatsApp when a payment is received, you need to set up Pabbly Connect. This integration platform allows you to connect various applications seamlessly. First, visit the Pabbly Connect website and sign in to your account. If you do not have an account, you can create one in just a few minutes.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, name your workflow something relevant like ‘Razorpay to WhatsApp’. After naming your workflow, you will see two sections: Trigger and Action. The Trigger will be the event that starts the workflow, which in this case is a payment received in Razorpay.

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2. Integrating Razorpay with Pabbly Connect

The next step is to integrate Razorpay with Pabbly Connect. In the Trigger section, select Razorpay as the app and choose the trigger event as ‘Payment Captured’. This will allow Pabbly Connect to listen for any successful payments made through Razorpay.

• Log in to your Razorpay dashboard.
• Navigate to the Settings option on the bottom left corner.
• Select Webhooks and click on Add New Webhook.
• Paste the webhook URL provided by Pabbly Connect.

After setting this up, Razorpay will send payment details to Pabbly Connect, allowing you to automate the next steps in the workflow.

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3. Capturing Payment Data in Pabbly Connect

Once Razorpay is connected to Pabbly Connect, the next step is to capture the payment data. After setting up the webhook, make a test payment through your Razorpay payment page. This will help ensure that the payment details are correctly captured in Pabbly Connect.

Upon successful payment, you will see the customer’s details, such as name, email, and payment amount, automatically populated in Pabbly Connect. This data will be essential for sending the yoga meditation tutorials to the customer via WhatsApp.

• Verify that all fields are correctly populated in Pabbly Connect.
• Ensure that you have the correct payment amount for your yoga tutorials.

This step is crucial as it ensures that the right information is sent to the customer after their payment is confirmed.

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4. Sending WhatsApp Messages Using Pabbly Connect

The final step is to send the yoga meditation tutorials to the customer on WhatsApp. For this, you will need to integrate a messaging service like Vati with Pabbly Connect. In the Action section of your workflow, select Vati as the app and choose the action event as ‘Send Template Message’.

To set this up, you will need to connect your Vati account by providing the API endpoint and access token. These can be found in your Vati account under API Docs. Once connected, map the fields from Razorpay to Vati, including the WhatsApp number and the message template you have created.

Map the WhatsApp number without the plus sign. Choose the message template that includes variables for customer name and course details.

Once everything is set up, test the workflow to ensure that the message is sent successfully to the customer’s WhatsApp after payment confirmation.

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5. Conclusion

By following these steps, you can effectively automate the process of sending yoga meditation tutorials on WhatsApp whenever a payment is received using Pabbly Connect. This integration not only saves time but also enhances customer experience by providing instant access to their purchased content. Start using Pabbly Connect today to streamline your payment and communication processes!

Learn how to integrate Razorpay with WhatsApp using Pabbly Connect for automated payment notifications. Step-by-step guide included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

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1. Introduction to Pabbly Connect for Razorpay WhatsApp Integration

In this tutorial, we will demonstrate how to use Pabbly Connect to send WhatsApp messages upon successful payments made through Razorpay. This integration automates the process of notifying users about their successful transactions.

Pabbly Connect acts as the bridge between Razorpay and WhatsApp, allowing you to streamline your communication with customers. By automating this process, you can save time and ensure that your customers receive timely updates regarding their payments.

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2. Setting Up Pabbly Connect with Razorpay

To begin, log into your Pabbly Connect account. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. You will be prompted to name your workflow, for example, ‘Razorpay to WhatsApp Integration’.

• Log into your Pabbly Connect account.
• Click on ‘Create Workflow’.
• Name your workflow appropriately.

Next, select Razorpay as the trigger app and set the trigger event to ‘Payment Captured’. This will allow Pabbly Connect to capture payment details whenever a transaction is successfully completed on Razorpay.

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3. Integrating Razorpay with Pabbly Connect

After setting up the trigger, you need to configure Razorpay to send data to Pabbly Connect. Go to your Razorpay dashboard, navigate to settings, and select ‘Webhooks’. Here, you will add a new webhook URL provided by Pabbly Connect.

• Access Razorpay dashboard.
• Go to settings and choose ‘Webhooks’.
• Paste the webhook URL from Pabbly Connect.

Once the webhook is created, make a test payment in Razorpay to ensure that the data is being captured correctly by Pabbly Connect. This step is crucial to verify that the integration is working as intended.

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4. Creating a User in Thinkific via Pabbly Connect

With the payment data captured, the next step is to create a user in Thinkific. In Pabbly Connect, add an action step and select Thinkific as the application. Choose the action event ‘Create User’ to enroll the customer into a course.

Fill in the required fields such as first name, last name, email, and phone number. This information will be mapped from the Razorpay payment data captured earlier. After entering all necessary details, click on ‘Save and Send Test Request’ to create the user in Thinkific.

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5. Sending WhatsApp Messages via Pabbly Connect

Finally, to notify the user about their enrollment, we will send a WhatsApp message using Pabbly Connect. Add another action step and select the WhatsApp integration. Choose ‘Send Template Message’ as the action event.

Map the WhatsApp number and the message template parameters required for the message. The message can include the user’s name and course details. Click on ‘Save and Send Test Request’ to send the message. This ensures that the user receives confirmation of their enrollment immediately after payment.

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Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending WhatsApp messages for successful payments made through Razorpay. This integration not only saves time but also enhances customer communication by providing instant notifications.

Learn how to automate sending fitness training videos on WhatsApp when payment is received using Pabbly Connect, Razorpay, and Vati. 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

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1. Access Pabbly Connect for Integration

To automate sending fitness training videos on WhatsApp when payment is received, you need to access Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you do not have an account, you can easily create one.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that connects Razorpay and WhatsApp through Pabbly Connect. This integration will ensure that whenever a payment is made, the corresponding WhatsApp message is sent automatically.

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2. Setting Up Razorpay with Pabbly Connect

To set up Razorpay, you first need to create a payment page within your Razorpay account. This payment page will be used to collect payments for your fitness training videos. After creating the payment page, you will need to connect Razorpay to Pabbly Connect using a webhook URL.

• Log into your Razorpay account and navigate to the settings.
• Select the ‘Webhooks’ option and add a new webhook using the URL provided by Pabbly Connect.
• Set the event to ‘Payment Captured’ to ensure data is sent to Pabbly Connect whenever a payment is made.

This setup allows Razorpay to send payment details directly to Pabbly Connect, enabling the automation process to begin.

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3. Collecting Payment Data in Pabbly Connect

After setting up Razorpay, the next step is to collect the payment data in Pabbly Connect. Once a payment is made, Razorpay will send the payment details to Pabbly Connect via the webhook.

In Pabbly Connect, you will see the data captured from Razorpay, including the customer’s name, email, and payment amount. This information is crucial for sending the appropriate message on WhatsApp.

• Verify that the payment details are correctly captured in Pabbly Connect.
• Use filters to ensure that only payments of the specified amount (e.g., 1500) trigger the WhatsApp message.

By filtering the data, you can control which payments lead to sending messages, ensuring that only valid transactions are processed.

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4. Integrating WhatsApp with Pabbly Connect

The final step involves integrating WhatsApp into your workflow using Pabbly Connect. Since WhatsApp does not allow direct messaging through APIs, you will use a service called Vati to send messages.

In Pabbly Connect, select Vati as the action application and set the action event to ‘Send Template Message’. You will then connect your Vati account to Pabbly Connect by entering the API endpoint and access token from your Vati dashboard.

Map the required fields from Razorpay to the Vati template, including the customer’s WhatsApp number and message content. Ensure that the message template is pre-approved in your Vati account for successful delivery.

Once configured, Pabbly Connect will automatically send a WhatsApp message to the customer with the fitness training videos upon successful payment.

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5. Testing the Integration with Pabbly Connect

After completing the integration, it’s crucial to test the entire workflow to ensure everything functions correctly. Start by making a test payment through your Razorpay payment page. using Pabbly Connect

Once the payment is successful, check your WhatsApp to see if the message has been sent. The message should include a personalized greeting and a link to the fitness training videos.

By following these steps, you can confirm that the integration is working smoothly. If everything is set correctly, Pabbly Connect will handle the automation seamlessly, allowing you to focus on your fitness training business.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending fitness training videos on WhatsApp when a payment is received through Razorpay. By leveraging the power of Pabbly Connect, you can streamline your workflow and enhance customer experience with automated messaging.