Automate Google Sheets File Sending via WhatsApp with Pabbly Connect

Learn how to automate sending Google Sheets files as WhatsApp attachments using Pabbly Connect in this 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

1. Setting Up Pabbly Connect for Google Sheets and WhatsApp Integration

To start automating the process of sending Google Sheets files on WhatsApp, you need to access Pabbly Connect. This platform allows seamless integration between various applications like Google Sheets and WhatsApp.

Begin by signing into your Pabbly Connect account. Once logged in, create a new workflow. This workflow will facilitate the connection between Google Sheets, Razorpay, and WhatsApp for sending file attachments.

2. Integrating Razorpay Payment Collection with Pabbly Connect

Next, you will need to set up Razorpay to capture payment details. In your Pabbly Connect workflow, choose Razorpay as the trigger application. Select the event that triggers when a payment is successfully made.

• Select ‘Payment Captured’ as the trigger event.
• Connect your Razorpay account by providing the necessary API keys.
• Test the connection to ensure data is being pulled correctly.

After setting up Razorpay, ensure that the payment details are correctly captured in your Pabbly Connect workflow. This will allow you to utilize these details in the subsequent steps.

3. Fetching Google Sheets Data in Pabbly Connect

Once Razorpay is set up, the next step involves fetching data from Google Sheets. In your Pabbly Connect workflow, choose Google Sheets as the next application. Select the action event that retrieves the specific file you want to send.

• Choose ‘Get Spreadsheet Row’ as the action event.
• Connect your Google account and authorize Pabbly Connect to access your sheets.
• Select the specific Google Sheet and the row to fetch data from.

This integration will allow you to pull the necessary data from Google Sheets, which will be sent as an attachment in the WhatsApp message.

4. Sending Google Sheets File as Attachment on WhatsApp

After successfully fetching the required data, the next step is to send the Google Sheets file as an attachment via WhatsApp. In your Pabbly Connect workflow, select WhatsApp as the application to send the message.

Choose ‘Send Message’ as the action event. Connect your WhatsApp account by providing the necessary credentials. Insert the phone number of the recipient and attach the Google Sheets file URL.

Make sure to customize the message content to include specific details from the payment and Google Sheets data. This way, the recipient will receive a personalized message along with the file attachment.

5. Testing and Finalizing the Workflow in Pabbly Connect

Once all integrations are set, it’s crucial to test your entire workflow in Pabbly Connect. This will ensure that each step functions as intended, from capturing payment details to sending the WhatsApp message.

Run a test payment through Razorpay to trigger the workflow. Check if the Google Sheets data is fetched correctly. Verify that the WhatsApp message is sent with the correct attachment.

After confirming that everything works smoothly, you can finalize and activate your Pabbly Connect workflow. This automation will now run seamlessly, sending Google Sheets files via WhatsApp whenever a payment is collected through Razorpay.

Conclusion

In summary, using Pabbly Connect allows you to automate the process of sending Google Sheets files as WhatsApp attachments upon payment collection through Razorpay. This integration enhances efficiency and ensures timely communication with customers.