Automate Sending New Year Invitations on WhatsApp Using Pabbly Connect

Learn how to automate sending New Year 2022 invitations on WhatsApp using Pabbly Connect, Google Sheets, and 360 Dialog for seamless integration. 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

1. Accessing Pabbly Connect for Automation

To send New Year invitations automatically via WhatsApp, you first need to access Pabbly Connect. Open your web browser and navigate to Pabbly Connect. If you are a new user, click on the green ‘Sign Up for Free’ button to create your account.

Once you have logged into Pabbly Connect, you will be directed to your dashboard. Here, you can start creating a new workflow that will facilitate the integration between Google Sheets and WhatsApp. This integration is essential for sending bulk invitations, making the process seamless and efficient.

2. Creating a New Workflow in Pabbly Connect

To set up the automation, click on the blue button in the top right corner of the dashboard to create a new workflow. Name your workflow something descriptive, like ‘Google Sheets to WhatsApp’. This will help you remember the purpose of the workflow later.

After naming your workflow, click on the ‘Create’ button. Now, you will need to define the trigger and action for your automation. The trigger will be the event that collects guest data from Google Sheets, while the action will be to send the WhatsApp invitations. This step is crucial as it sets the foundation for your automation.

• Define the trigger as ‘Scheduler’ to determine when the workflow should run.
• Set the action to ‘Send WhatsApp Message’ to complete the integration.

With these steps, you have successfully created your workflow in Pabbly Connect, which will now manage the sending of invitations automatically.

3. Integrating Google Sheets with Pabbly Connect

The next step is to integrate Google Sheets into your workflow via Pabbly Connect. Click on the trigger application and select ‘Google Sheets’. You will then need to choose the action event ‘Get Rows’ to retrieve guest details.

After selecting the action event, click on ‘Connect’ and authorize Pabbly Connect to access your Google Sheets. Choose the specific spreadsheet that contains your guest list. Make sure to define the range of cells that contain the guest details, for example, from A2 to C8, which includes names and phone numbers.

• Select the spreadsheet named ‘Client List’ from your Google account.
• Set the range to A2:C, ensuring it covers all potential guest entries.

By completing this integration, Pabbly Connect will now be able to pull data from your Google Sheets automatically.

4. Sending Invitations via WhatsApp with Pabbly Connect

After integrating Google Sheets, the next step is to send invitations through WhatsApp. Add another step in your workflow and select ‘360 Dialog’ as the action application. Choose the action event ‘Send Template Message’ to configure the WhatsApp message.

To connect with 360 Dialog, you will need to enter your API key and domain. This step is essential as WhatsApp does not allow direct messaging without using an API. Once you have entered your details, select the template for your New Year invitation.

Map the mobile number field to ensure the message is sent to the correct recipient. Include the header image link and customize the body of the message with the guest’s name.

By completing these steps, Pabbly Connect will automate the sending of invitations via WhatsApp, ensuring each guest receives a personalized message.

5. Conclusion: Automate Your New Year Invitations with Pabbly Connect

In this tutorial, we explored how to automate sending New Year 2022 invitations on WhatsApp using Pabbly Connect. By integrating Google Sheets with WhatsApp through 360 Dialog, you can efficiently manage your guest list and send personalized invitations.

This automation not only saves time but ensures that every guest receives their invitation seamlessly. With Pabbly Connect, you can simplify your event planning and make your New Year celebrations memorable.