Automate WhatsApp Notifications for Lab Reports with Pabbly Connect

Learn how to automate WhatsApp notifications for lab reports using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp Notifications

Pabbly Connect is a powerful automation platform that enables you to send WhatsApp notifications automatically when lab reports are ready. This integration can significantly streamline communication between diagnostic centers and patients. using Pabbly Connect

By utilizing Pabbly Connect, you can set up a workflow that triggers notifications based on updates in your Google Sheets. This allows for real-time updates without manual intervention, saving time and resources.

2. Setting Up Pabbly Connect: Creating Your Workflow

To begin, log in to your Pabbly Connect account. If you don’t have an account, you can easily sign up at Pabbly Connect. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.

• Select a suitable name for your workflow.
• Set the trigger application to Google Sheets.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

After setting up the trigger, you will receive a webhook URL. This URL is essential for connecting your Google Sheets to Pabbly Connect to automate the data flow.

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets, open your spreadsheet and click on ‘Extensions’. From there, select ‘Pabbly Connect Webhooks’ and then ‘Initial Setup’. Here, you will paste the webhook URL you obtained earlier.

Make sure to specify the trigger column, which is typically where the report status is updated. For instance, if the status is in column G, enter ‘G’ as the trigger column. This setup ensures that any change in the status will trigger the workflow in Pabbly Connect.

4. Sending WhatsApp Notifications through Pabbly Connect

Once you have established the connection, the next step is to set up the action to send WhatsApp messages. In your workflow, add a new action step and select ‘WhatsApp Cloud API’. using Pabbly Connect

• Choose ‘Send Template Message’ as the action event.
• Connect using your WhatsApp Cloud API credentials.
• Map the recipient’s WhatsApp number and message template fields.

This step is crucial as it allows you to send personalized messages to each patient, informing them that their lab reports are ready for collection.

5. Testing and Finalizing Your Automation with Pabbly Connect

After setting up your WhatsApp action, it is essential to test the workflow to ensure everything functions correctly. Use the ‘Send Test Request’ option in Pabbly Connect to send a test message.

Check the recipient’s WhatsApp to confirm that the message appears as intended. Once confirmed, your automation is ready to go live. From now on, every time a lab report is marked as ready in your Google Sheets, the respective patient will receive an instant notification via WhatsApp.

Conclusion

Using Pabbly Connect, you can automate WhatsApp notifications for lab reports efficiently. This integration not only saves time but also enhances communication with patients, ensuring they receive timely updates about their health.