Automate WhatsApp Appointment Reminders with Pabbly Connect and Google Calendar

Learn how to automate WhatsApp appointment reminders for Google Calendar events using Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate WhatsApp appointment reminders for Google Calendar events, start by accessing Pabbly Connect. This platform allows seamless integration between various applications without any coding skills required.

Visit Pabbly’s website and sign in to your account. If you are a new user, you can sign up for free to get started. Once signed in, navigate to the Pabbly Connect dashboard where you will manage all your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to send WhatsApp reminders. Click on the ‘Create Workflow’ button and select the new workflow builder. Name your workflow as ‘Send Appointment Reminders for Google Calendar Events Automatically’.

Next, you need to set up the trigger application. For this, you will select Google Calendar as the trigger application and choose the event as ‘New Event’. This means that whenever a new appointment is booked in Google Calendar, it will trigger the workflow.

• Select Google Calendar as the trigger application.
• Choose ‘New Event’ as the trigger event.
• Connect your Google account to Pabbly Connect.

Once connected, select the calendar you want to monitor for new events. This setup ensures that every time an appointment is created, it will be captured by Pabbly Connect.

3. Sending WhatsApp Reminders Using Pabbly Connect

After setting up your trigger, the next step is to configure the action application, which will be WhatsApp Cloud API. In the action event, select ‘Send Template Message’. This allows you to send a pre-defined message to the users who booked the appointment. using Pabbly Connect

To connect to WhatsApp Cloud API, you will need to provide your API token, phone number ID, and WhatsApp business account ID. You can find these details from your WhatsApp Cloud API settings. After entering these details, click on ‘Connect’ to establish the integration.

• Enter your WhatsApp API token.
• Provide your phone number ID.
• Input your WhatsApp business account ID.

Once you have successfully connected WhatsApp Cloud API, you can map the details from the Google Calendar event to the WhatsApp message template. This ensures that the reminders are personalized with the correct appointment details.

4. Formatting Data for WhatsApp Reminders

In this section, you will format the data received from Google Calendar to make it suitable for WhatsApp messages. Use the ‘Text Formatter’ by Pabbly Connect to extract the phone number and other relevant details from the appointment data.

Set up a new action step using the Text Formatter to extract the phone number from the description of the event. You will also need to format the appointment date and time to ensure they are presented correctly in the WhatsApp message.

Use Text Formatter to extract the phone number. Format the date and time for better readability. Map the formatted data to the WhatsApp message template.

This step is crucial as it ensures that each reminder contains accurate and relevant information about the appointment, making it more effective for communication.

5. Finalizing the Workflow for Appointment Reminders

Finally, you will finalize the workflow to ensure that reminders are sent at the correct time. You can add a delay step in Pabbly Connect to schedule the WhatsApp message to be sent one day before the appointment.

Set up the delay action to wait until the specific date and time you want the reminder to be sent. This allows your customers to receive timely notifications about their appointments, enhancing their experience.

Add a delay action in Pabbly Connect. Set the delay to one day before the appointment. Test the workflow to ensure reminders are sent correctly.

After finalizing all steps and testing the workflow, you will have a fully automated system that sends WhatsApp appointment reminders for Google Calendar events, all managed through Pabbly Connect.

Conclusion

By using Pabbly Connect, you can effortlessly automate WhatsApp appointment reminders for your Google Calendar events. This integration not only saves time but also enhances communication with your clients. Follow the steps outlined in this tutorial to set up your automated reminders today!