Author: Nitin Maheshwari

Learn how to send automatic WhatsApp alerts for expiring subscriptions using Pabbly Connect and other applications. Follow this detailed step-by-step tutorial. 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. Access Pabbly Connect to Set Up Your Automation

To begin sending automatic WhatsApp alerts for expiring subscriptions, first, you need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly.

Visit the Pabbly Connect dashboard by navigating to Pabbly.com/connect. If you don’t have an account, click on the ‘Sign Up Free’ button to create one. Once logged in, you will be directed to the workflow dashboard where you can create your automation.

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2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Send Subscription Expiry Alerts on WhatsApp’. This name will help you identify the workflow later.

Once the workflow page loads, you will see options for setting a trigger and an action. The trigger will be the upcoming expiry dates from your data source, while the action will be sending WhatsApp alerts. This setup ensures that your workflow runs automatically based on the conditions you define.

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3. Set Up Google Sheets Integration

To monitor subscription expiry dates, you need to connect Google Sheets to your Pabbly Connect workflow. Start by selecting the Google Sheets application from the actions tab and choose the ‘Get Rows’ action event.

• Select your Google account to authorize Pabbly Connect.
• Choose the spreadsheet containing your subscription data.
• Specify the range of data to retrieve from the spreadsheet.

After configuring these settings, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect retrieves the correct data from your Google Sheet.

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4. Use Iterator for Data Processing

With the data retrieved, the next step is to utilize the Iterator feature in Pabbly Connect. This feature will help process each row of data individually. Add an Iterator step after fetching the rows from Google Sheets.

In this step, map the response result to the Iterator. This will allow the workflow to check each member’s expiry date one by one. If the expiry date is approaching, the workflow will trigger an alert message to be sent via WhatsApp.

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5. Send WhatsApp Alerts Using Pabbly Connect

Finally, to send the alerts, integrate the WhatsApp Cloud API with your Pabbly Connect workflow. Choose the WhatsApp Cloud API application and select the ‘Send Template Message’ action event.

• Connect your WhatsApp account using the permanent access token.
• Select the message template that you have previously created.
• Map the recipient’s mobile number and customize the message body with relevant data.

Once configured, click on ‘Save and Send Test Request’ to verify that the alert message is sent successfully. This step finalizes your automation process, allowing you to send timely alerts to your customers.

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Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp alerts for expiring subscriptions is a powerful way to enhance customer communication. By following the steps outlined in this tutorial, you can set up a seamless workflow that notifies customers about their subscription status automatically. This not only saves time but also improves customer satisfaction.

Learn how to automate adding new leads from Elementor Form to LeadSquared CRM using Pabbly Connect with this detailed step-by-step tutorial. 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. Accessing Pabbly Connect for Automation

To start automating the process of adding new leads from Elementor Form to LeadSquared CRM, you need to access Pabbly Connect. Open your browser and go to Pabbly Connect’s website. If you don’t have an account, click on ‘Sign Up Free’ to create one in just two minutes.

Once you have created your account or signed in, you will be directed to the Pabbly Connect dashboard. Here, click on ‘Create Workflow’ to initiate a new automation. Give your workflow a relevant name, such as ‘Elementor to LeadSquared’. This will help you identify the automation easily later on.

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2. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the first step is to set up the trigger that will initiate the workflow. For this automation, select Elementor as your app in the trigger window. This is where Pabbly Connect begins to facilitate the integration between your Elementor Form and LeadSquared CRM.

• Choose the app: Elementor
• Select trigger event: New Form Submission
• Copy the generated Webhook URL provided by Pabbly Connect

After copying the Webhook URL, you will need to connect this URL to your Elementor Form. Go to the form you created in Elementor, edit it, and navigate to the ‘Actions After Submit’ section. Here, select ‘Webhooks’ and paste the Webhook URL you copied from Pabbly Connect. After updating the form, your Elementor Form is now connected to Pabbly Connect.

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3. Testing the Elementor Form Submission

Now that your Elementor Form is connected to Pabbly Connect, it’s time to test the integration. Preview your Elementor Form and make a test submission. Enter a dummy name, email, and phone number, then click ‘Send’ to submit the form.

After submitting the form, return to your Pabbly Connect dashboard. You should see that the test submission data has been captured in the trigger window. This confirms that the connection between Elementor and Pabbly Connect is working, and the data is flowing correctly.

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4. Adding Leads to LeadSquared CRM

With the Elementor Form submission successfully captured in Pabbly Connect, the next step is to send this data to LeadSquared CRM. In the action window, search for LeadSquared and select it as your app.

• Choose action event: Create or Update Lead
• Connect your LeadSquared account by entering your API access key and secret key
• Map the fields from Elementor Form to LeadSquared fields

After mapping the fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a positive response indicating that the lead has been successfully added to your LeadSquared account.

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5. Verifying Leads in LeadSquared CRM

To ensure that the integration is working properly, you can verify the newly added lead in your LeadSquared CRM. Navigate to the leads section and check if the test lead you submitted through the Elementor Form appears in the list.

With Pabbly Connect, you have successfully automated the process of adding new leads from your Elementor Form to LeadSquared CRM. This integration not only saves time but also ensures that no lead is missed during the manual entry process.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add new leads from an Elementor Form to LeadSquared CRM. By following the steps outlined, you can streamline your lead management process effectively and efficiently.

Learn how to integrate LeadSquared with Twilio to send SMS welcome messages automatically using Pabbly Connect. Step-by-step tutorial included! 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. Accessing Pabbly Connect for LeadSquared and Twilio Integration

To start using Pabbly Connect, navigate to the Pabbly website and sign in or create an account. This platform will facilitate the integration between LeadSquared and Twilio, enabling automatic SMS sending when a new lead is added.

Once logged in, click on the ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘LeadSquared to Twilio Integration’. This setup is crucial for automating the SMS welcome messages for new leads.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will configure the trigger for our workflow in Pabbly Connect. Begin by selecting LeadSquared as the app. For the trigger event, choose ‘New Lead’. This step ensures that every time a new lead is created in LeadSquared, Pabbly Connect will initiate the workflow.

• Search for ‘LeadSquared’ in the app options.
• Select ‘New Lead’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your LeadSquared account. Navigate to the settings and select the API and Webhooks section. Here, create a new webhook and paste the copied URL, ensuring you select the ‘Lead Creation’ event. This connection allows Pabbly Connect to receive data about new leads automatically.

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3. Creating a Test Lead in LeadSquared

Now that the webhook is set up, we need to create a test lead in LeadSquared to test our integration with Pabbly Connect. In your LeadSquared dashboard, hover over the ‘Leads’ option and click on ‘Manage Leads’.

Click on ‘Quick Add Lead’ and fill in the details for a dummy lead. For example, enter a name, email address, and phone number. Once you save this lead, Pabbly Connect will capture the lead details through the webhook, allowing you to see the data in your Pabbly Connect workflow.

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4. Sending SMS via Twilio Using Pabbly Connect

With the lead data captured, the next step is to set up the action to send an SMS through Twilio using Pabbly Connect. Click on ‘Add Action Step’ and choose Twilio as the application. Select the action event as ‘Send SMS Message’.

• Connect your Twilio account by entering the Account SID and Authorization Token.
• Configure the SMS body to include a welcome message, mapping the lead’s name from the previous step.
• Specify the sender’s number from your Twilio account.

After entering these details, save the action. Now, every time a new lead is created in LeadSquared, Pabbly Connect will automatically send a welcome SMS through Twilio, enhancing your lead nurturing process.

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5. Conclusion

In this tutorial, we successfully integrated LeadSquared with Twilio using Pabbly Connect. By automating the SMS welcome message process, businesses can improve their lead engagement effectively. This integration not only saves time but also ensures that all new leads receive immediate communication.

Utilizing Pabbly Connect for such integrations can greatly enhance your business operations. With just a few steps, you can streamline your communication processes and focus on growing your business.

Learn how to automate adding users to LeadSquared CRM upon Stripe payment using Pabbly Connect. Follow this step-by-step 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

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1. Accessing Pabbly Connect for Integration

To start integrating Stripe with LeadSquared CRM, you first need to access Pabbly Connect. Simply visit the Pabbly Connect dashboard by searching for ‘Pabbly.com/connect’ in your browser.

If you don’t have an account, click on ‘Sign Up Free’ to create your account in just two minutes. If you already have an account, click on ‘Sign In’ to log in. Once logged in, click on ‘Create Workflow’ to begin your automation.

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2. Setting Up Your Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Name your workflow, for example, ‘Stripe to LeadSquared’ and click on ‘Create’. This opens the workflow with two main windows: the trigger window and the action window.

• In the trigger window, search for ‘Stripe’.
• Select ‘New Charge’ as the trigger event.
• Pabbly Connect will generate a webhook URL for you.

Copy this webhook URL to connect Stripe with Pabbly Connect. This URL will allow Pabbly to receive data whenever a new payment is made on Stripe.

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3. Connecting Stripe to Pabbly Connect

Next, navigate to your Stripe account. Make sure you are in test mode to conduct a test payment. Click on the ‘Developers’ tab and select ‘Webhooks’. Here, you will add the webhook URL copied from Pabbly Connect.

• Click on ‘Add Endpoint’ and paste the webhook URL.
• Select the event ‘charge.succeeded’ to trigger the webhook.
• Finally, click on ‘Add Endpoint’ to save the configuration.

Once this is done, Pabbly Connect will be waiting for a webhook response from Stripe, confirming that the integration is successful.

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4. Testing the Integration with a Payment

To test the integration, go back to your Stripe payment links and initiate a test payment. Enter the details of a dummy customer, including their email and phone number, and complete the payment.

Once the payment is successful, Pabbly Connect will receive the response from Stripe. You can check the trigger window in Pabbly Connect to see the details of the payment, including the customer’s name, email, and amount.

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5. Adding the User to LeadSquared CRM

Now that you have received the payment details, the next step is to add the customer as a new lead in LeadSquared CRM. In the action window of Pabbly Connect, search for ‘LeadSquared’ and select ‘Create or Update Lead’ as the action event.

Connect your LeadSquared account by entering the required API details, including access key and secret key. After connecting, you will need to map the customer details from Stripe into the LeadSquared fields, such as first name, email, and phone number.

Finally, click on ‘Save and Send Test Request’. If successful, you will see that the customer is now added as a lead in your LeadSquared CRM. You can verify this by checking the leads section in your LeadSquared account.

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Conclusion

In this tutorial, we demonstrated how to automate the process of adding users to LeadSquared CRM upon receiving a payment through Stripe using Pabbly Connect. This integration streamlines your workflow, saving you time and ensuring that all customer data is captured efficiently.

Learn how to automate sending Zoom meeting reminders via WhatsApp using Pabbly Connect. Set reminders for 1 day, 2 days, and 2 hours before meetings.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Zoom Meeting Reminders

To start sending Zoom meeting reminders via WhatsApp, access Pabbly Connect by visiting pabby.com/connect. Create a free account to test the automation with 100 free tasks.

Once signed in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Automate Sending Meeting Reminders on WhatsApp.’ This workflow will connect your Zoom account to WhatsApp through Pabbly Connect.

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2. Setting Up the Trigger in Pabbly Connect

In the workflow, you will see two boxes: Trigger and Action. Select Zoom as the trigger app and choose ‘Webhook’ as the trigger event. Click on ‘Configure Webhooks’ to obtain the webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Zoom account and navigate to the ‘App Marketplace’ under the ‘Develop’ section.
• Create a new app using the Webhook option and paste the copied URL.

Follow the instructions in the documentation provided by Pabbly Connect to complete the app setup in Zoom. Once done, your Zoom account will be connected to Pabbly Connect.

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3. Sending Meeting Reminders via WhatsApp

After connecting Zoom to Pabbly Connect, the next step is to set up reminders. You will want to send reminders 2 days, 1 day, and 2 hours before the meeting.

To achieve this, use the ‘Date Time Formatter’ feature in Pabbly Connect. First, map the meeting date from the Zoom response. Next, use the ‘Add/Subtract Time’ action to calculate the dates for reminders:

• Subtract 2 days from the meeting date for the first reminder.
• Subtract 1 day for the second reminder.
• Subtract 2 hours for the last reminder.

Map these calculated dates to the respective WhatsApp messages that will be sent through Pabbly Connect.

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4. Configuring WhatsApp API Integration

To send WhatsApp messages, you need to connect to the WhatsApp Cloud API. In Pabbly Connect, choose the action event as ‘Send Template Message’. You will need to provide the necessary credentials such as the token, phone number ID, and WhatsApp Business Account ID.

Once connected, select the message template you created for sending reminders. Ensure that the template is approved by Facebook. Map the recipient’s phone number, meeting name, date, and time into the template fields:

Map the recipient’s mobile number without the plus sign. Include the meeting date and time in the message body. Use variables for dynamic content in your message template.

After setting up these details, you can save and test the WhatsApp message sending function.

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5. Testing and Finalizing Your Automation

Finally, test the entire workflow by registering for a Zoom meeting. Ensure that the reminders are sent correctly via WhatsApp at the specified intervals. You can check your WhatsApp to see if the messages arrive as expected.

If everything works well, you can finalize your automation in Pabbly Connect. You now have a fully functional setup that sends automated reminders for Zoom meetings via WhatsApp.

Remember to monitor your workflow for any issues and make adjustments as necessary. With Pabbly Connect, you can easily manage and automate your meeting reminders.

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Conclusion

In conclusion, using Pabbly Connect to send Zoom meeting reminders via WhatsApp is an efficient automation solution. By following the steps outlined, you can ensure that participants receive timely reminders, helping to improve attendance and engagement.

Learn how to send registration confirmations to patients via WhatsApp using Pabbly Connect, integrating Google Sheets and Jotform seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for WhatsApp Integration

To begin sending registration confirmations to patients via WhatsApp, access Pabbly Connect. First, visit Pabbly’s website and sign in to your account. Once logged in, navigate to the Pabbly Connect dashboard.

On the dashboard, locate the blue button labeled ‘Create Workflow’. Click it, and you’ll be prompted to name your workflow. Enter the name ‘Registration Confirmation to WhatsApp’ and hit create. This sets the stage for integrating various applications using Pabbly Connect.

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2. Connecting Jotform as the Trigger Application

In this step, we will set Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications and choose the trigger event as ‘New Response’. This means that every time a new registration request is received via Jotform, it will trigger the workflow.

• Select ‘New Response’ as the trigger event.
• Copy the provided webhook URL.
• Integrate this URL into your Jotform settings under ‘Integrations’.

After completing the integration, return to Pabbly Connect to verify that it is waiting for a webhook response. This confirms that the connection is established correctly.

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3. Adding Google Sheets to Store Registration Data

Next, we will integrate Google Sheets into our workflow using Pabbly Connect. This integration will allow us to store all patient registration details in a single spreadsheet for easy access. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

To connect Google Sheets, authorize your account and select the spreadsheet where you want the data to be saved. Map the fields from Jotform responses to the appropriate columns in your Google Sheets, ensuring that all necessary information is captured for each patient.

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4. Formatting the WhatsApp Number for Messaging

In this step, we will format the WhatsApp number to ensure it is ready for sending messages. Use the ‘Text Formatter’ action in Pabbly Connect to split the contact number. This step is crucial to remove any unwanted characters, such as the plus sign (+), from the phone number.

• Select ‘Split Text’ as the action event.
• Use the plus sign as a separator.
• Save the formatted number for the next step.

This formatted number will be used in the final step to send the confirmation message via WhatsApp.

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5. Sending the Confirmation Message via WhatsApp Cloud API

Finally, we will set up the WhatsApp Cloud API to send the registration confirmation message to the patient. In Pabbly Connect, select WhatsApp Cloud as your action application and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud account by entering the required credentials, including the access token and phone number ID. Map the necessary fields, including the recipient’s mobile number and the message template. Ensure that the message contains personalized information such as the patient’s name and registration number.

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Conclusion

By using Pabbly Connect, you can seamlessly send registration confirmations to patients via WhatsApp. This integration not only streamlines the process but also enhances communication efficiency. With the steps provided, you can easily set up this automation and improve your hospital’s patient engagement.

Learn how to automate the transfer of WhatsApp messages to Telegram using Pabbly Connect and WhatsApp Cloud API. Step-by-step tutorial 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 transfer WhatsApp messages to Telegram, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard. If you don’t have an account, sign up for free to get 100 automation tasks monthly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Send WhatsApp Messages to Telegram’ and click on the ‘Create’ button to proceed. This is the first step in utilizing Pabbly Connect for your automation needs.

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2. Configuring the Trigger with WhatsApp Cloud API

In this step, we will set up the trigger event in Pabbly Connect which will activate when you receive a new message on WhatsApp. Select ‘WhatsApp Cloud API’ as your trigger application.

• Search for ‘WhatsApp Cloud API’ and select it.
• Choose the trigger event as ‘Message Notification’.
• Copy the webhook URL provided.

This URL will be used to connect your WhatsApp Cloud API with Pabbly Connect. After copying the URL, you will need to paste it in the callback URL field of your Cloud API setup.

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3. Connecting WhatsApp API and Testing the Connection

To connect your WhatsApp account through the Cloud API, navigate to the configuration section of your Cloud API setup. Paste the webhook URL in the callback URL field and enter the verify token from Pabbly Connect.

After saving your settings, subscribe to the message notifications in the webhook section. This allows Pabbly Connect to capture any messages sent to your WhatsApp account. Test your connection by sending a message to your WhatsApp, which should now be reflected in Pabbly Connect.

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4. Setting Up the Action to Send Messages to Telegram

Now that the trigger is configured, it’s time to set up the action. Choose ‘Telegram Bot’ as your action application in Pabbly Connect. Select the action event as ‘Send a Text Message’.

• Connect your Telegram bot by entering the token generated from the BotFather.
• Specify the chat ID of the group where you want to send messages.
• Map the text body from the WhatsApp message to the message field in Telegram.

Make sure the bot is added to your Telegram group and has admin permissions to send messages. This step ensures that Pabbly Connect can seamlessly forward messages from WhatsApp to Telegram.

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5. Finalizing the Automation and Testing

With everything set up, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test message to your Telegram group to confirm that everything is working correctly. Ensure that the message appears in your Telegram group as expected.

If the test is successful, your automation is complete. From now on, every time you receive a message on WhatsApp, it will automatically be forwarded to your specified Telegram group without any manual effort.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the transfer of messages from WhatsApp to Telegram using the WhatsApp Cloud API. This seamless integration allows for efficient communication without manual forwarding, enhancing productivity.

Learn how to automate sending seminar hall quotations via WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Automation

To start sending seminar hall quotations via WhatsApp, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect dashboard by visiting the official website.

After reaching the dashboard, you can either sign up for a new account or log in if you already have one. Once logged in, click on the ‘Create Workflow’ button to begin the setup process.

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2. Setting Up Your Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect that connects your Elementor form to WhatsApp. Name your workflow, for example, ‘Elementor to WhatsApp’. This name will help you identify the automation later.

• Click ‘Create’ to initiate the workflow.
• Select the trigger app as Elementor.
• Choose ‘New Form Submission’ as the trigger event.

This configuration allows Pabbly Connect to listen for new submissions from your Elementor form, which is essential for sending WhatsApp messages automatically.

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3. Connecting Elementor Form to Pabbly Connect

Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will be used to connect your Elementor form with Pabbly Connect.

Copy the webhook URL and navigate to your Elementor form. In the form settings, select ‘Action After Submit’ and choose ‘Webhook’. Paste the copied URL into the Webhook URL field and save the settings.

• Ensure to click ‘Update’ to save changes.
• Test the form by submitting a dummy entry.

This ensures that every new inquiry submitted through your website will trigger the workflow in Pabbly Connect.

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4. Sending WhatsApp Messages via Pabbly Connect

After successfully receiving the form submission data in Pabbly Connect, the next step is to send a WhatsApp message. In the action window, search for ‘WhatsApp Cloud API’ and select it.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp Cloud API account by providing the necessary credentials like the phone number ID and access token.

Select the message template you want to use for the WhatsApp message. Map the recipient’s mobile number from the form submission data. Add the URL of the quotation PDF as an attachment.

By following these steps, Pabbly Connect will automatically send the specified WhatsApp message with the quotation to the user who filled out the form.

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5. Testing Your Pabbly Connect Automation

To ensure everything is working correctly, conduct a test by submitting another dummy entry through your Elementor form. After submission, check the WhatsApp account linked to the number you provided.

If set up correctly, you should receive the WhatsApp message containing the quotation. This confirms that Pabbly Connect is effectively automating the process of sending seminar hall quotations.

Verify the content of the message to ensure accuracy. Check the attachment to confirm the quotation PDF is included.

With this, you have successfully set up an automated workflow using Pabbly Connect to send WhatsApp messages for seminar hall inquiries.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending seminar hall quotations via WhatsApp. This integration streamlines the process, saving time and improving customer engagement.

Learn how to automate WhatsApp alerts for expiring TV subscriptions from Google Sheets using Pabbly Connect. Follow our step-by-step 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

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1. Setting Up Pabbly Connect for Automation

To begin automating WhatsApp alerts for expiring TV subscriptions, first, access Pabbly Connect. This platform serves as the core integration tool that connects Google Sheets with the WhatsApp Cloud API.

Navigate to the Pabbly Connect dashboard by entering the URL in your browser. If you don’t have an account, sign up for a free account. Once logged in, click on ‘Create Workflow’ to start your automation process.

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2. Creating the Workflow in Pabbly Connect

After creating your workflow, name it appropriately, such as ‘Google Sheets to WhatsApp’. This naming helps in identifying the workflow later. In the workflow, you will notice two sections: the trigger window and the action window.

• Select ‘Schedule by Pabbly’ in the trigger window to set up a daily reminder.
• Choose the frequency as ‘Every Day’ and set the time to 10 AM.
• Click ‘Save’ to finalize the trigger settings.

With the trigger set, you can now proceed to the action window, where you will retrieve data from Google Sheets using Pabbly Connect.

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3. Integrating Google Sheets with Pabbly Connect

In the action section, search for Google Sheets and select ‘Get Rows’ as the action event. This step allows Pabbly Connect to pull customer subscription data from your designated Google Sheet.

Connect your Google Sheets account by following the instructions. Select the spreadsheet containing customer details and specify the range of data you want to retrieve. For example, if your data starts from cell A2 and goes to the last filled cell in column D, set the range accordingly. After setting up, click ‘Save and Send Test Request’ to ensure data retrieval works correctly.

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4. Processing Data with Iterator in Pabbly Connect

Once the data is fetched, use the Iterator feature in Pabbly Connect to process each row of data individually. This feature helps to manage customer subscription details one at a time.

After adding the Iterator step, map the necessary fields such as customer name, phone number, and subscription expiry date. This mapping is crucial for sending personalized WhatsApp messages later. Once mapped, click ‘Save and Send Test Request’ to confirm that the data is processed correctly.

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5. Sending WhatsApp Alerts Using WhatsApp Cloud API

Now that you have the customer data ready, it’s time to send WhatsApp alerts. In the action step, search for WhatsApp Cloud API and select ‘Send Template Message’. This action allows Pabbly Connect to send personalized messages to customers whose subscriptions are expiring.

Connect your WhatsApp Cloud API account and choose the message template you created earlier. Map the required fields such as recipient mobile number and dynamic content (like customer name and expiry date) from the previous steps. Finally, click ‘Save and Send Test Request’ to send the WhatsApp message. Check the WhatsApp account to confirm that the message was received successfully.

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Conclusion

In this tutorial, we demonstrated how to automate WhatsApp alerts for expiring TV subscriptions using Pabbly Connect and Google Sheets. By following these steps, you can efficiently remind customers about their subscription renewals, ensuring better customer service and retention.

Learn how to automate certificate creation for online teachers training programs and send them via WhatsApp using Pabbly Connect in this detailed tutorial. 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

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1. Accessing Pabbly Connect for Automation

To begin creating certificates for the Online Teachers Training Program, access Pabbly Connect by visiting Pabbly.com/connect. After signing up or logging in, you will reach the dashboard where you can create your workflow.

Once on the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets to Google Slides to WhatsApp’. This workflow will automate the certificate creation and sending process for your training program.

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2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect. First, select the Scheduler application as the trigger app. This allows you to specify when the workflow will run to create and send certificates.

• Choose the frequency of the workflow execution (e.g., once).
• Set the date and time for the automation to run.

After saving the trigger settings, your workflow is now scheduled to run at the specified time, preparing to fetch data from Google Sheets to create certificates.

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3. Fetching Data from Google Sheets Using Pabbly Connect

Next, we will set up the action to fetch data from Google Sheets using Pabbly Connect. In the action step, choose Google Sheets as the app and select the ‘Get Rows’ action event. This will allow you to retrieve the details of the teachers from your spreadsheet.

Connect your Google Sheets account by following the prompts. After successfully connecting, select your spreadsheet (e.g., ‘Teachers Certificate List’) and the specific sheet (e.g., ‘Sheet1’). Specify the data range to fetch the teacher details.

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4. Creating Certificates in Google Slides

Now that we have the data from Google Sheets, we can create certificates using Google Slides through Pabbly Connect. Add a new action step and choose Google Slides as the app. Select the ‘Create Presentation from Template’ action event.

Connect your Google Slides account and select the certificate template you created earlier. Map the dynamic fields such as name, course start date, and end date to the corresponding fields in your template. This will ensure that each certificate is personalized for each teacher.

• Select the template presentation for the certificate.
• Map the dynamic fields correctly to ensure accurate data placement.

After mapping, save the action to generate the certificates based on the data retrieved.

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5. Sending Certificates via WhatsApp Cloud API

Finally, we will send the generated certificates to teachers via WhatsApp using the WhatsApp Cloud API integrated with Pabbly Connect. Add another action step and select WhatsApp Cloud API as the app, then choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by entering the required credentials. Select the message template you created for sending certificates, and map the recipient’s mobile number and the link to the PDF certificate generated earlier.

After saving this action step, the automation is complete. When the scheduled time arrives, Pabbly Connect will automatically fetch data from Google Sheets, create certificates in Google Slides, and send them via WhatsApp to the respective teachers.

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Conclusion

In this tutorial, we demonstrated how to automate the creation and distribution of certificates for an Online Teachers Training Program using Pabbly Connect. By integrating Google Sheets, Google Slides, and WhatsApp Cloud API, you can efficiently manage your certification process without manual intervention, saving time and effort.