Author: Nitin Maheshwari

Learn how to automate WhatsApp messages for your event planning business using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

---

1. Access Pabbly Connect to Set Up Integration

To begin automating WhatsApp messages for your event planning business, first, access Pabbly Connect. Open your browser and navigate to the Pabbly Connect homepage. You can create a free account by clicking the ‘Sign Up Free’ button, or log in if you already have an account.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button and name your workflow, such as ‘You Can Book Me to WhatsApp Messages’. This workflow will manage the entire process of sending WhatsApp messages when appointments are booked.

---

2. Connect You Can Book Me with Pabbly Connect

The next step involves connecting the You Can Book Me scheduling application to Pabbly Connect. Select ‘You Can Book Me’ as the app to trigger the workflow. Choose the trigger event as ‘New Booking’. This allows Pabbly Connect to listen for new appointments made on your scheduling page.

After selecting the trigger event, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to your You Can Book Me dashboard. Edit the settings of your appointment page, go to notifications, and select the webhook option. Paste the copied URL and set the HTTP method to POST.

• Open Pabbly Connect and create a new workflow.
• Select ‘You Can Book Me’ as the trigger app.
• Choose ‘New Booking’ as the trigger event.
• Copy the webhook URL and paste it in You Can Book Me settings.

After saving the changes, Pabbly Connect will be ready to receive data whenever a new appointment is booked.

---

3. Collect Appointment Data in Pabbly Connect

With the webhook set up, the next step is to test the integration by booking an appointment through your You Can Book Me page. Fill out the appointment details, including the event name, date, client name, and WhatsApp number. Confirm the booking.

Once the appointment is booked, return to Pabbly Connect. You should see that it has received the data from the appointment form, including all relevant details. This confirms that the connection is working correctly and that data is being collected successfully.

---

4. Send WhatsApp Messages Using Vati

The final step is to send the collected appointment data as a WhatsApp message using Vati, a third-party WhatsApp API service. In Pabbly Connect, select Vati as the action app and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect your Vati account by providing the API endpoint and access token, which you can find in your Vati dashboard under API docs. After connecting, map the WhatsApp number and select the message template that you have created in your Vati account.

• Select Vati as the action app in Pabbly Connect.
• Choose ‘Send Template Message’ as the action event.
• Map the WhatsApp number and select your message template.

Once everything is set, click ‘Save and Send Test Request’ to send a test message. Check the recipient’s WhatsApp account to confirm that the message has been received successfully.

---

Conclusion

In conclusion, using Pabbly Connect allows you to automate WhatsApp messages for your event planning business seamlessly. By following the steps outlined, you can ensure that your clients receive timely appointment confirmations, enhancing your customer service and efficiency.

Learn how to automate order confirmations for your flower shop using Pabbly Connect to integrate Jotform with WhatsApp seamlessly. 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. Accessing Pabbly Connect for Automation

To start integrating Jotform with WhatsApp, you first need to access Pabbly Connect. This powerful automation platform allows you to create workflows without any coding skills. Simply visit the Pabbly website and log in to your account. If you are a new user, you can sign up for free in just a few minutes.

Once logged in, navigate to the dashboard where you will see options to create a new workflow. Click on ‘Create Workflow’ and give it a name like ‘Jotform to WhatsApp Integration’. This sets the stage for automating order notifications for your flower shop.

---

2. Setting Up Jotform with Pabbly Connect

Now, you need to set up your Jotform to work with Pabbly Connect. First, create your order form using Jotform. Make sure to include fields for customer name, email, phone number, and the products they wish to order. Once your form is ready, navigate to the ‘Settings’ tab in Jotform.

• Click on ‘Integrations’ and select ‘Webhooks’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the Jotform webhook settings.

This integration allows Jotform to send order data directly to Pabbly Connect whenever a customer submits an order, facilitating seamless communication.

---

3. Capturing Order Data in Pabbly Connect

After setting up the webhook, the next step is to capture the data sent from Jotform into Pabbly Connect. To do this, go back to your Pabbly Connect dashboard and create a new workflow. Choose Jotform as the trigger app and select the event ‘New Response’.

Once you have selected the trigger, Pabbly Connect will wait for a response from Jotform. You can test this by submitting a sample order through your Jotform. After submission, check Pabbly Connect to ensure the order details are captured correctly. This is crucial as it confirms the integration is functioning properly.

---

4. Sending WhatsApp Messages via Pabbly Connect

Now that you have captured the order details, the next step is to send a WhatsApp message using Pabbly Connect. For this, you will need to connect to a service like Vati, which allows sending WhatsApp messages. In your workflow, add a new action step and select Vati as the app.

• Choose the action event ‘Send Template Message’.
• Connect your Vati account using the API endpoint and access token.
• Map the customer’s phone number and order details to the message template.

Once everything is set up, you can test the workflow. When a new order is placed, Pabbly Connect will automatically send a confirmation message to the customer on WhatsApp, enhancing customer experience significantly.

---

5. Testing Your Integration

After completing the setup, it’s essential to test your integration thoroughly. Submit a new order through your Jotform and monitor the workflow in Pabbly Connect. Ensure that the order details are captured and that the WhatsApp message is sent correctly.

Check the WhatsApp account for the confirmation message to ensure that all details, including customer name and order items, are accurately reflected. This testing phase is crucial to confirm that your flower shop can efficiently handle orders and communicate with customers automatically.

---

Conclusion

In conclusion, using Pabbly Connect to integrate Jotform with WhatsApp allows your flower shop to automate order confirmations, enhancing operational efficiency and customer satisfaction. By following these steps, you can streamline your order processing and improve communication with your customers.

Learn how to send WhatsApp alerts for expiring TV subscriptions directly from Google Sheets using Pabbly Connect. Follow this detailed tutorial to automate reminders. 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

---

1. Accessing Pabbly Connect for Integration

To begin sending WhatsApp alerts for expiring TV subscriptions, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging in to your account. If you don’t have an account, you can easily create one in just a few minutes.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Google Sheets and WhatsApp. Follow these steps:

• Click on ‘Create Workflow’ in the top right corner.
• Name your workflow (e.g., ‘Google Sheets to WhatsApp Alerts’).

With your workflow created, you are now ready to set up the integration process. This is the first step in automating your WhatsApp alerts.

---

2. Setting Up Google Sheets in Pabbly Connect

Next, you will connect Google Sheets to Pabbly Connect. This is crucial for fetching subscriber data, including names, phone numbers, and subscription expiry dates. In the trigger section, select Google Sheets as your application.

Then, choose the trigger event as ‘New Row’ or ‘Get Row’ based on your needs. This allows you to pull the relevant subscriber information from your Google Sheet. Here’s how to do it:

• Select your Google account and allow Pabbly Connect to access it.
• Choose the specific spreadsheet containing subscriber details.
• Define the range of data you want to fetch (e.g., A2:G14).

After setting up the Google Sheets connection, you can proceed to fetch the data needed for sending WhatsApp alerts.

---

3. Configuring WhatsApp Alerts Using Pabbly Connect

With your Google Sheets data now accessible through Pabbly Connect, the next step is to configure the WhatsApp alerts. For this, you will use a messaging service like Vati. In the action section of your workflow, select Vati as the application.

Choose the action event as ‘Send Template Message’. You will need to connect your Vati account and input the necessary API credentials. Follow these steps:

Provide the API endpoint and access token from your Vati account. Map the WhatsApp number and message template parameters. Customize the message with subscriber details fetched from Google Sheets.

By setting up these parameters, you ensure that each subscriber receives a personalized reminder about their expiring subscription.

---

4. Testing the Integration and Automation

After configuring the WhatsApp alerts, it’s time to test the integration. This is where Pabbly Connect shines, allowing you to verify that everything works as intended. Click on the ‘Send Test Request’ button to check if the alerts are being sent correctly.

During testing, ensure that the alerts are being sent to the correct WhatsApp numbers and that the messages include the right details. If everything looks good, you can finalize your workflow. Here’s a quick checklist:

Verify that the correct subscriber data is being pulled from Google Sheets. Ensure the WhatsApp message template is formatted correctly. Confirm that the alerts are sent at the scheduled time.

Once you confirm that the integration works seamlessly, you can set it to run automatically at your preferred schedule.

---

5. Final Setup for Ongoing Alerts

Now that your integration is tested and functional, you need to configure Pabbly Connect to run this automation regularly. Set a schedule to check the Google Sheets data daily, ensuring that subscribers receive their alerts one day before their subscription expires.

To do this, use the ‘Schedule’ trigger in Pabbly Connect. Specify the time you want the integration to run and select the frequency (e.g., daily). This automation will now run in the background, sending WhatsApp alerts without any manual intervention. Remember to:

Monitor the broadcast history in Vati to track message deliveries. Adjust any parameters in Pabbly Connect as needed based on subscriber feedback.

Your system is now fully automated, ensuring that all subscribers receive timely reminders about their TV subscription expirations.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp alerts for expiring TV subscriptions directly from Google Sheets. By following the steps outlined, you can automate reminders efficiently and ensure subscribers are notified in a timely manner. This integration not only saves time but also enhances customer engagement.

Learn how to automate order taking and send order details via WhatsApp using Pabbly Connect and Jotform 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

---

1. Using Pabbly Connect to Automate Order Taking

In this section, we will explore how to use Pabbly Connect to automate the process of taking orders through Jotform and sending confirmation messages via WhatsApp. To start, you need to sign up for an account on Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly.

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow.’ Here, you will name your workflow according to your needs, such as ‘Jotform to WhatsApp.’ This will set the stage for the integration process.

---

2. Setting Up Jotform for Orders

Next, we will set up Jotform to collect order details. Jotform is an online form builder that allows you to create custom forms for your business. Start by creating a new form for your cookie orders. Ensure to include fields for customer details like name, email, phone number, and the products they wish to order.

• Create a new form in Jotform.
• Add fields for customer information and product selection.
• Publish the form to make it accessible for customers.

Once your form is ready, make sure to integrate it with Pabbly Connect by using the provided webhook URL. This URL will allow Pabbly Connect to capture the data whenever an order is placed.

---

3. Capturing Data with Pabbly Connect

After setting up Jotform, the next step is to capture the order data using Pabbly Connect. When a customer submits their order through the Jotform, the details will be sent to Pabbly Connect via the webhook URL you configured earlier. This is where the magic of automation happens.

To verify that the data is being captured correctly, you can test the integration by placing a sample order. After submitting the form, check the Pabbly Connect dashboard to see if the data appears correctly in the logs. This ensures that your integration is functioning as expected.

---

4. Sending WhatsApp Messages Using Pabbly Connect

Now that we have the order details captured in Pabbly Connect, the next step is to send a WhatsApp message to the customer confirming their order. To do this, you will need to integrate a messaging service, such as Wati, with Pabbly Connect.

• Select Wati as the action app in your Pabbly Connect workflow.
• Choose the action event as ‘Send Template Message.’
• Map the customer details and order information to the message template.

Once you have mapped all necessary fields, save your workflow. Now, whenever an order is placed, a WhatsApp message will automatically be sent to the customer with their order details.

---

5. Testing the Integration

Finally, it’s essential to test your entire setup to ensure everything works seamlessly. Go back to your Jotform and place another test order. After submission, check your WhatsApp to see if the confirmation message has been sent successfully.

If everything is set up correctly, you should receive a WhatsApp message with the order details, confirming the order placement. This confirms that Pabbly Connect has successfully integrated Jotform and WhatsApp, automating your order processing.

---

Conclusion

In this tutorial, we explored how to automate the process of taking orders and sending WhatsApp messages using Pabbly Connect and Jotform. By following the steps outlined, you can streamline your order management process and enhance customer communication effectively. Utilizing Pabbly Connect not only saves time but also ensures that your customers receive timely updates about their orders.

Learn how to seamlessly integrate Jotform with WhatsApp using Pabbly Connect to automate order confirmations. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect to Integrate Jotform and WhatsApp

To take online orders using Jotform and send confirmation messages on WhatsApp, you first need to set up Pabbly Connect. Begin by visiting the Pabbly website and signing up for an account if you haven’t already. Once signed in, navigate to the Pabbly Connect dashboard to create a new workflow.

Click on the ‘Create Workflow’ button and give your workflow a descriptive name like ‘Jotform to WhatsApp Messages’. This will help you easily identify your workflow later. The next step involves selecting Jotform as the trigger application, which will initiate the process whenever a new order is placed.

---

2. Connecting Jotform to Pabbly Connect Using Webhooks

In this section, you will connect Jotform to Pabbly Connect using a webhook URL. After selecting Jotform as your trigger app, choose the event as ‘New Response’. Pabbly Connect will generate a webhook URL for you to copy. This URL will be used in your Jotform settings to send data to Pabbly Connect.

Next, go to your Jotform account, open the form settings of your order form, and navigate to the Integrations tab. Here, select the Webhooks option and paste the copied webhook URL. After completing this integration, Jotform will send new order data directly to Pabbly Connect whenever an order is placed.

---

3. Fetching Order Data from Jotform in Pabbly Connect

Once the webhook is set up, Pabbly Connect will be ready to receive data. To test this, fill out the Jotform order form as a customer would. After submitting the order, return to Pabbly Connect, where it will show that it is waiting for a response. When the order is submitted, Pabbly Connect will capture the order details such as product name, quantity, and customer information.

Ensure that you toggle the option for simple responses off to capture the data in a more detailed format. This will allow you to retrieve all necessary information for sending a confirmation message. Pabbly Connect will then display the captured data, which can be used in subsequent steps to send a WhatsApp message.

---

4. Sending Confirmation Messages via WhatsApp Using Pabbly Connect

To send confirmation messages via WhatsApp, you will need to integrate a third-party API like Wati with Pabbly Connect. Click on the plus button in your workflow to add another action step, and select Wati as the application. Choose the action event as ‘Send Template Message’. You will need to connect your Wati account by providing the API endpoint and access token, which you can find in your Wati dashboard.

Once connected, map the WhatsApp number from the Jotform response to ensure the confirmation message is sent to the correct customer. Next, select the message template you created in Wati for order confirmations. This template should include dynamic fields to personalize the message with the customer’s name, order details, and estimated delivery time.

---

5. Testing the Integration and Finalizing the Setup

After setting up the message template in Wati, it’s crucial to test the entire integration process to ensure it works smoothly. Submit another order through your Jotform to trigger the webhook again. Return to Pabbly Connect and check if the confirmation message is sent to the customer’s WhatsApp. You should see a message confirming the order with all the relevant details.

If everything is functioning correctly, your integration is complete! Now, every time an order is placed through Jotform, a confirmation message will automatically be sent to the customer’s WhatsApp, streamlining your order management process significantly.

---

Conclusion

Using Pabbly Connect to integrate Jotform with WhatsApp allows businesses to automate their order confirmation process efficiently. This setup not only saves time but also enhances customer satisfaction by providing instant order confirmations. Follow the steps outlined above to implement this integration and improve your online order management.

Learn how to automatically send Facebook page posts to Discord using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

---

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for automating the process of sending Facebook page posts to Discord, first, open your browser and navigate to the Pabbly website. After reaching the landing page, click on the ‘Products’ option and select ‘Pabbly Connect’ from the dropdown menu.

Once on the Pabbly Connect page, you can create a free account by clicking on the ‘Sign Up Free’ button. After signing up, log in to your account. You will be directed to the dashboard where you can create your workflow.

---

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to connect your Facebook page to Discord. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Facebook Page Post to Discord Message.’ After naming your workflow, click on the ‘Create’ button to proceed.

Now, you will be presented with two sections: Trigger and Action. The Trigger is what initiates the workflow, and the Action is what happens as a result. For this integration, select ‘Facebook Pages’ as your trigger app and choose ‘New Post’ as the trigger event. Click on the ‘Connect’ button to establish the connection with your Facebook account.

---

3. Connecting Your Facebook Page to Pabbly Connect

After clicking on the ‘Connect’ button in Pabbly Connect, a new window will appear prompting you to create a new connection. Select ‘Add New Connection’ and then click on ‘Connect with Facebook Pages.’ This will allow you to authorize Pabbly Connect to access your Facebook page.

Once authorized, you will see a dropdown menu displaying all the pages that you have created on Facebook. Select the page you want to connect, and a Page Access Token will be generated, confirming that your Facebook page is now connected to Pabbly Connect.

---

4. Sending Data from Pabbly Connect to Discord

In this step, you will set up the Action in Pabbly Connect to send the collected data to Discord. Click on the Action button and select ‘Discord’ as your application. Choose ‘Send Channel Message’ as the action event. Click on the ‘Connect’ button to link your Discord account.

After connecting to Discord, you will need to provide a Webhook URL. Go to your Discord account, navigate to the channel settings, and click on ‘Integrations.’ From there, create a new webhook, copy the URL, and paste it into the Webhook URL field in Pabbly Connect. Then, compile the message you want to send, including the Facebook post link and any images.

---

5. Testing the Integration in Pabbly Connect

Finally, it’s time to test your integration. In Pabbly Connect, click on the ‘Save and Send Test Request’ button. This will send a test message to your Discord channel. Switch to your Discord account and check if the message appears as expected, containing the Facebook post details.

If everything is set up correctly, you will see a new message in your Discord channel with the details of the Facebook post. This confirms that your integration between Facebook and Discord through Pabbly Connect is working seamlessly.

---

Conclusion

By following these steps, you can easily automate the process of sending Facebook page posts to Discord using Pabbly Connect. This integration saves time and ensures your audience stays updated with your latest content across platforms. Start using Pabbly Connect today to streamline your social media management!

Learn how to send confirmation messages to patients on WhatsApp for clinic appointments using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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

---

1. Accessing Pabbly Connect for Integration

To send confirmation messages to your patients on WhatsApp, the first step is accessing Pabbly Connect. This platform serves as the central hub for integrating various applications, including WhatsApp, to automate your communication processes.

Once you log into your Pabbly Connect account, navigate to the dashboard. Here, you can create a new workflow dedicated to sending appointment confirmations. This setup allows you to streamline the process and ensure that messages are sent automatically.

---

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for managing your WhatsApp messages effectively. Start by clicking on the ‘Create Workflow’ button on your dashboard, which will prompt you to name your workflow.

• Enter a descriptive name for your workflow, such as ‘WhatsApp Appointment Confirmation’.
• Select the trigger application as your source of patient appointment data.
• Choose the event that initiates the workflow, such as ‘New Appointment’.

After setting up the trigger, you can proceed to connect it with WhatsApp using the action step in Pabbly Connect. This connection is vital for sending the confirmation messages automatically.

---

3. Configuring WhatsApp Integration in Pabbly Connect

The next step involves configuring your WhatsApp integration within Pabbly Connect. This requires you to select WhatsApp as the action application in your workflow. You will need to authenticate your WhatsApp account to allow Pabbly Connect to send messages on your behalf.

Once authenticated, you can customize the message template that will be sent to patients. Make sure to include important details such as the appointment date, time, and any other relevant information. This personalization enhances the patient experience and ensures they have all necessary details.

• Insert dynamic fields to personalize messages, such as patient’s name and appointment specifics.
• Test the message format to ensure it displays correctly on WhatsApp.

After configuring the message, you can save your workflow. This setup guarantees that every time a new appointment is created, a confirmation message is automatically sent to the patient via WhatsApp using Pabbly Connect.

---

4. Testing Your Workflow in Pabbly Connect

Testing your workflow is a crucial step in ensuring that the integration works smoothly. In Pabbly Connect, you can run tests to verify that the WhatsApp messages are sent correctly. Start by creating a test appointment in your source application.

Monitor the workflow’s execution in Pabbly Connect. If everything is set up correctly, you should see the WhatsApp message being sent to the specified number. This testing phase helps identify any issues before going live.

Once you confirm that the messages are sent successfully, you can finalize your workflow. This ensures that your patients receive timely confirmation messages, enhancing their experience and reducing no-shows.

---

5. Conclusion

In conclusion, using Pabbly Connect to send confirmation messages to your patients on WhatsApp for clinic appointments simplifies communication. By following the steps outlined, you can automate this process, ensuring that your patients are always informed about their appointments.

This integration not only saves time but also improves patient engagement, making it an essential tool for modern clinics. Start using Pabbly Connect today to enhance your appointment management system!

Learn how to sell Bluetooth speakers online and automate WhatsApp messages using Pabbly Connect and Razorpay in this comprehensive tutorial. 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

---

1. Setting Up Pabbly Connect for Integration

To start selling Bluetooth speakers online and automate WhatsApp messages, you need to access Pabbly Connect. This platform allows seamless integration between your payment processor and messaging service.

First, log into your Pabbly Connect account. If you don’t have an account, create one easily. Once logged in, navigate to the ‘Connect’ section where you can set up your automation workflows.

---

2. Integrating Razorpay with Pabbly Connect

Next, you will integrate Razorpay with Pabbly Connect. This step is crucial for receiving payments for your Bluetooth speakers. Click on ‘Create Workflow’ and name it appropriately.

• Select Razorpay as your trigger application.
• Choose the event as ‘Payment Received’.
• Connect your Razorpay account by providing the required API keys.

Once connected, test the trigger to ensure it captures payment data correctly. This step confirms that Pabbly Connect is successfully receiving data from Razorpay.

---

3. Sending WhatsApp Messages via Pabbly Connect

After setting up Razorpay, the next step is to send a WhatsApp message when a payment is received. In Pabbly Connect, add a new action step and select WhatsApp as the application.

Configure the message template to include customer details and payment confirmation. You can customize the message as follows:

• Thank the customer for their purchase.
• Include order details and expected delivery time.

Once the message template is set, test this action to verify that the message is sent correctly to the customer’s WhatsApp number.

---

4. Finalizing Your Integration in Pabbly Connect

With both Razorpay and WhatsApp integrated through Pabbly Connect, it’s time to finalize your workflow. Ensure all steps are correctly set up and functioning as intended.

Save the workflow and enable it. This allows your system to automatically send WhatsApp messages whenever a payment is received. You can monitor the workflow for any errors or adjustments needed.

---

5. Testing the Automation Workflow

Finally, it’s essential to test your entire automation workflow. Make a test payment through Razorpay to see if the WhatsApp message is sent as expected.

Check both your Razorpay dashboard and the WhatsApp account to confirm that the message is received. This step ensures that the integration via Pabbly Connect works flawlessly.

---

Conclusion

In this tutorial, you learned how to sell Bluetooth speakers online and send WhatsApp messages automatically when payments are received using Pabbly Connect. This integration streamlines your sales process and enhances customer communication.

Learn how to integrate Razorpay with WhatsApp using Pabbly Connect to automatically send notes to students upon successful payment. Follow this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

---

1. Setting Up Pabbly Connect to Integrate Razorpay and WhatsApp

To start sending notes to students automatically on WhatsApp upon successful payment, you first need to set up Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Begin by visiting the Pabbly website and signing up for an account.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Razorpay to WhatsApp Notes’. This will help you identify the workflow later.

---

2. Connecting Razorpay to Pabbly Connect Using Webhooks

The next step involves connecting Razorpay to Pabbly Connect using a webhook URL. In Pabbly Connect, select Razorpay as your application and choose the trigger event as ‘Payment Captured’. This event will notify Pabbly Connect whenever a payment is completed.

Once you select the trigger, Pabbly Connect will generate a webhook URL. Copy this URL and head over to your Razorpay dashboard. In the settings, find the ‘Webhooks’ section and add a new webhook. Paste the copied URL into the webhook URL field and ensure the event is set to ‘Payment Captured’ before saving.

---

3. Collecting Payment Data from Razorpay in Pabbly Connect

Now that Razorpay is connected to Pabbly Connect, it’s time to collect the payment data. To do this, make a test payment using your Razorpay payment page. After the payment is successful, return to Pabbly Connect where you should see that it is waiting for a webhook response.

Upon completion of the test payment, Pabbly Connect will capture the data from Razorpay, including details like the payer’s name, email, and payment amount. This data will be essential for sending the notes to students via WhatsApp.

• Ensure the payment is successful to capture the data properly.
• Verify that the captured data includes the correct fields, such as name and amount.

Once the data is captured, you can proceed to the next step, which involves formatting the payment amount for accurate processing.

---

4. Formatting Payment Data and Applying Filters in Pabbly Connect

The next phase is to format the payment data within Pabbly Connect. This involves using the Number Formatter tool to correct the payment amount format captured from Razorpay. Select the Number Formatter application and set up a formula to divide the captured amount by 100 to get the correct value.

After formatting the amount, you need to set up a filter to ensure that only the correct payment amount triggers the WhatsApp message. Use the filter feature in Pabbly Connect to specify that only when the payment amount equals 500 (the price of the notes) will the workflow proceed to send the WhatsApp message.

• Select the payment amount field in the filter settings.
• Set the condition to ‘equals’ and enter the correct amount.

This step ensures that only valid payments result in notes being sent to students, streamlining the process and avoiding errors.

---

5. Sending Notes to Students on WhatsApp Using Pabbly Connect

Finally, the last step involves sending the WhatsApp message through Pabbly Connect. For this, you will need to connect to the Wati application, which is integrated with WhatsApp’s chat API. In Pabbly Connect, select Wati and choose the action event as ‘Send Template Message’. using Pabbly Connect

Configure the connection by entering your Wati API endpoint and access token. After connecting, map the WhatsApp number of the student and select the appropriate message template that you created in Wati. Remember to include dynamic fields such as the student’s name and the file name of the notes.

Ensure your message template is approved by WhatsApp. Test the workflow by sending a message to verify it works as intended.

Once everything is set up, you can save and test the workflow. If successful, students will receive their notes automatically on WhatsApp after making a payment, simplifying your process significantly.

---

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending notes to students via WhatsApp upon successful payment through Razorpay. By following these steps, you can streamline your communication and ensure that students receive their materials promptly and efficiently.

Learn how to automate appointment confirmations on WhatsApp using Pabbly Connect with Acuity Scheduling integration. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

---

1. Introduction to Pabbly Connect for WhatsApp Integration

Pabbly Connect is a powerful automation tool that enables seamless integration between various applications. In this tutorial, we will explore how to send appointment confirmations via WhatsApp using Pabbly Connect and Acuity Scheduling. This integration automates the process, ensuring your clients receive timely confirmation messages.

To get started, log into your Pabbly Connect account. If you don’t have an account, create one by visiting the Pabbly website. Once logged in, you will be ready to set up your workflow for sending WhatsApp messages automatically.

---

2. Setting Up Acuity Scheduling with Pabbly Connect

First, you need to connect Acuity Scheduling to Pabbly Connect. This will allow you to capture appointment details whenever a client books an appointment. To do this, follow these steps:

• Open Pabbly Connect and select ‘Create New Workflow’.
• Name your workflow (e.g., ‘WhatsApp Appointment Confirmation’).
• Choose Acuity Scheduling as the trigger application.
• Select the trigger event as ‘New Appointment’.

After setting up the trigger, you will need to authenticate your Acuity Scheduling account by providing your API key. This allows Pabbly Connect to access your appointment data securely. Once authenticated, you can proceed to the next step.

---

3. Connecting WhatsApp Web to Pabbly Connect

After setting up Acuity Scheduling, the next step is to connect WhatsApp Web to Pabbly Connect. This connection will enable you to send confirmation messages directly to your clients via WhatsApp. Here’s how you do it:

• Select WhatsApp Web as the action application in Pabbly Connect.
• Choose the action event as ‘Send Message’.
• Authenticate your WhatsApp Web account within Pabbly Connect.
• Map the fields from Acuity Scheduling to WhatsApp, including the client’s phone number and appointment details.

Once the mapping is complete, you can test the integration. This will ensure that when an appointment is booked in Acuity, a confirmation message is sent via WhatsApp automatically, streamlining your communication process.

---

4. Testing the Integration in Pabbly Connect

Now that both Acuity Scheduling and WhatsApp Web are connected through Pabbly Connect, it’s time to test the integration. Testing is crucial to ensure everything works as expected. Follow these steps:

Make a test appointment in Acuity Scheduling to trigger the workflow. Once the appointment is booked, check if the confirmation message is sent to your WhatsApp. You should see the message detailing the appointment, including the date, time, and any other relevant information.

If the message is sent successfully, congratulations! Your integration is now live. If not, review the mapping and settings in Pabbly Connect to troubleshoot any issues. Ensure that the phone number is correctly formatted and that all necessary fields are mapped correctly.

---

5. Conclusion and Final Thoughts on Pabbly Connect

In this tutorial, we have successfully integrated Acuity Scheduling with WhatsApp using Pabbly Connect. This automation allows you to send appointment confirmations directly to your clients, enhancing your communication and efficiency.

Utilizing Pabbly Connect for this integration streamlines your workflow and ensures that your clients are always informed about their appointments. By following the steps outlined, you can set up similar automations for other applications as well, maximizing your productivity.

---