Automate WhatsApp Messages from Notion Using Pabbly Connect and Pabbly Chatflow

Learn how to automate WhatsApp messages from Notion using Pabbly Connect and Pabbly Connect with 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. Accessing Pabbly Connect for Integration

To automate WhatsApp messages from Notion using Pabbly Connect, start by visiting the Pabbly Connect website. You can do this by searching for Pabbly.com/c/connect in your browser. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for free.

If you are a new user, click on ‘Sign Up for Free’ to receive 100 tasks free every month. Existing users can simply click on the ‘Sign In’ button to access their dashboard. Once you are logged in, you will have access to all Pabbly applications, including Pabbly Connect and Pabbly Chatflow.

2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow and choose a folder for it. For this tutorial, name your workflow ‘How to Send WhatsApp Message from Notion Using Pabbly Chatflow Automatically’ and save it in the ‘Automations’ folder.

• Name your workflow appropriately.
• Select the folder for organization.

After naming your workflow, click on the ‘Create’ button. This will open the workflow window where you can set up triggers and actions. Remember, triggers are events that start the workflow, while actions are what happen as a result.

3. Setting Up the Trigger from Notion

In this step, you will set Notion as the trigger application in Pabbly Connect. Click on the trigger application and select Notion. Then, choose the trigger event as ‘New Database Item’. This means the workflow will trigger whenever a new lead is added to your Notion database.

Click on the ‘Connect’ button to establish a connection. If you haven’t connected your Notion account before, select ‘Add New Connection’. You will need to authorize Pabbly Connect by granting it necessary permissions to access your Notion data. Select the page that contains your leads, and allow access.

4. Configuring Action to Send WhatsApp Messages

After successfully setting up the trigger, it’s time to configure the action. Search for Pabbly Chatflow as the action application. Select the action event as ‘Send Template Message’. This action will send a WhatsApp message based on the information pulled from Notion.

• Select the WhatsApp number you want to send messages from.
• Map the recipient’s mobile number from the previous step.
• Choose the template you created in Pabbly Chatflow.

Once you have configured these settings, click on ‘Connect’. You will need to enter your API token from Pabbly Chatflow to finalize the connection. After entering the token, click ‘Save’ to complete the integration.

5. Testing the Workflow and Sending Messages

Now that your workflow is set up, it’s essential to test it. Click on the ‘Send Test Request’ button in Pabbly Connect. This will simulate adding a new lead in Notion and check if the WhatsApp message is sent successfully.

Upon successful testing, you will see a confirmation message indicating that the WhatsApp message was sent. You can check your Pabbly Chatflow inbox to verify that the message has been received. This automated process will now run in the background, sending WhatsApp messages automatically whenever a new lead is added to your Notion database.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages from Notion using Pabbly Connect and Pabbly Chatflow. By following these steps, you can streamline your communication process and ensure timely follow-ups with your leads. This powerful integration allows you to convert leads into paying clients efficiently.