Automate SMS Notifications with Pabbly Connect and Grist Spreadsheet

Learn how to automate SMS notifications using Pabbly Connect with Grist Spreadsheet and Twilio. Step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for Grist and Twilio Integration

To start automating SMS notifications, first access Pabbly Connect by visiting Pabbly.com/connect. Create a free account to access the dashboard where you can manage your workflows easily.

Once logged in, click on the blue button to create a new workflow. Name your workflow something relevant, like ‘SMS Automation Using Grist Sheets and Twilio’. This will help you keep track of your automation tasks.

2. Choosing Applications in Pabbly Connect

In this step, you will configure the trigger and action applications in Pabbly Connect. Select Grist as your trigger application and choose ‘New Record’ as the trigger event. This means that every time a new record is added in Grist, it will trigger the workflow.

• Select Grist as the first application.
• Choose ‘New Record’ as the trigger event.
• Click on ‘Connect’ to set up the connection.

After clicking on ‘Connect’, you will need to add a new connection using your Grist API key. Go to your Grist application, find the profile settings, and copy your API key. Paste it back into Pabbly Connect to establish the connection between the two applications.

3. Creating a Document in Grist

Now, create a new document in Grist to store the user details. Click on the green button to create an empty document and name it something like ‘All Users Data’. This document will include essential columns such as Name, Email, and Phone Number. using Pabbly Connect

Make sure to add a formula column to concatenate the user details. Use the boolean formula to combine the Name, Email, and Phone Number into a single entry. This ensures that all relevant information is captured when a new record is added.

4. Setting Up Twilio in Pabbly Connect

Next, you will set up Twilio as the action application in Pabbly Connect. Choose Twilio and select ‘Send SMS’ as the action event. This will allow you to send an SMS whenever a new record is added in Grist.

• Log in to your Twilio account to retrieve your Account SID and Auth Token.
• Paste these credentials into Pabbly Connect to establish the connection.
• Map the recipient’s phone number and SMS body with the data captured from Grist.

After configuring Twilio, you can customize the SMS message. Make sure to include the mapped user name in the message body so that it personalizes the SMS for the recipient.

5. Testing the Integration

Finally, test your integration to ensure everything is working properly. Click on ‘Save and Send Test Request’ in Pabbly Connect. Add a dummy record in your Grist document to see if the SMS is sent through Twilio.

Ensure that the phone number format is correct by including the plus sign before the country code. Once you correct any formatting errors and run the test again, you should receive the SMS successfully.

Conclusion

By following these steps, you can successfully automate SMS notifications using Pabbly Connect, Grist Spreadsheet, and Twilio. This integration streamlines your communication process, ensuring timely updates to your users whenever a new record is added.