Automate WhatsApp Messages with Pabbly Connect for DEAR Invoice Authorization

Learn how to automate sending WhatsApp messages for DEAR Invoice Authorization using Pabbly Connect. Follow our step-by-step tutorial 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 WhatsApp Automation

To start automating WhatsApp messages when a sales invoice is authorized in DEAR Inventory, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free, which gives you access to a limited number of tasks each month.

Once logged in, locate the ‘Create Workflow’ button at the top right corner. Click on it and name your workflow, for example, ‘DEAR Inventory to WhatsApp’. This sets the stage for the automation process where Pabbly Connect will facilitate the integration between DEAR Inventory and WhatsApp.

2. Setting Up DEAR Inventory as the Trigger in Pabbly Connect

In this step, you will configure DEAR Inventory as the trigger application. Select DEAR Inventory from the trigger application options and choose the event ‘Sale Invoice Authorized’. This event will initiate the workflow whenever a sales invoice is authorized. using Pabbly Connect

• Choose DEAR Inventory as the trigger application.
• Select the event ‘Sale Invoice Authorized’.
• Connect your DEAR Inventory account by entering the required API credentials.

To connect your account, you will need the account ID, application key, and domain name. These can be found in your DEAR Inventory account under the integration settings. Once you have entered the required information, click on ‘Save and Send Test Request’ to ensure the connection is successful. Pabbly Connect will wait for a response from DEAR Inventory.

3. Testing the Trigger with a Sample Invoice

After setting up the trigger, it’s crucial to test the connection to confirm everything is working properly. Go to your DEAR Inventory account and authorize a sales invoice. This action will trigger the workflow in Pabbly Connect. using Pabbly Connect

Once the invoice is authorized, return to Pabbly Connect to check if the response has been captured. You should see details such as the customer name, email, and invoice number. This confirms that Pabbly Connect has successfully integrated with DEAR Inventory and is ready to proceed with the next steps.

• Authorize a sales invoice in DEAR Inventory.
• Check Pabbly Connect for the captured response.
• Ensure customer details are visible in the response.

With a successful test, you are now ready to set up the action step, which will send a WhatsApp message to the authorized customer using the captured details.

4. Configuring WhatsApp as the Action Application

Now that the trigger is set up and tested, it’s time to configure WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API from the action application options and choose ‘Send Template Message’ as the action event.

You will need to connect your WhatsApp account by providing the necessary credentials such as the temporary access token, phone number ID, and WhatsApp business account ID. This information can be obtained from the WhatsApp developer page. Make sure to save the connection once all details are entered.

Next, select the template message you want to send. You can create a template that includes customer-specific information such as their name and the product they ordered. For example, a template might say, ‘Hello [Customer Name], thank you for shopping with us. Your order for [Product Name] is confirmed.’

5. Finalizing and Testing the WhatsApp Message Automation

In this final step, you will finalize the configuration of the WhatsApp message and test the entire workflow. Ensure that all necessary fields in the WhatsApp message template are mapped correctly to the data captured from DEAR Inventory.

Once all mappings are complete, click on ‘Save and Send Test Request’ to send a test message. You should check the WhatsApp account of the customer to confirm that the message has been received successfully.

Map customer name and product details to the WhatsApp message template. Send a test message to verify the configuration. Check the customer’s WhatsApp for the received message.

With the successful receipt of the test message, you have now fully automated the process of sending WhatsApp messages when a sales invoice is authorized in DEAR Inventory using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages upon DEAR Invoice Authorization using Pabbly Connect. By following the steps outlined, you can streamline communication with customers effectively and efficiently.