Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start automating payment reminders, first access Pabbly Connect by visiting pabbly.com/connect. This platform serves as your central hub for integrating various applications like Google Sheets and WhatsApp.

Once on the homepage, you will find options for signing up or logging in. If you are a new user, click on the sign-up option to create your account. Existing users should log in to start creating workflows.

2. Setting Up Your Workflow in Pabbly Connect

After logging in, navigate to the workflow page in Pabbly Connect. Here, you will begin setting up your automation. Select the trigger application, which in this case is “Schedule by Pabbly,” to initiate your workflow.

  • Choose “Schedule Workflow” as the app event.
  • Set the frequency to “Every Day” for daily reminders.
  • Specify the time for sending reminders, e.g., 4:00 PM.

Once you have configured these settings, save the workflow. This setup ensures that reminders are sent daily at the specified time, automating the process entirely.

3. Retrieving Payment Data from Google Sheets

Next, you will need to retrieve payment data from Google Sheets using Pabbly Connect. Select Google Sheets as your action app and choose the event “Lookup Spreadsheet Rows V2” to fetch the necessary data.

You’ll need to connect your Google account to Pabbly Connect. After establishing the connection, select the spreadsheet that contains your payment data. Enter the lookup value as “due” to filter customers with pending payments.

  • Choose the correct sheet from your Google Sheets.
  • Set the lookup column to “F” to check payment statuses.
  • Select the response format as “Advanced” to retrieve all relevant data.

After saving and sending the test request, you will receive the payment data for customers whose status is due, allowing you to proceed with sending reminders.

4. Processing Customer Data with Pabbly Iterator

To handle the data retrieved from Google Sheets, use the Pabbly Connect application called “Iterator by Pabbly.” This step is crucial for processing individual customer data from the array received.

Select the app event as “Process Arrays” and connect it to the array data you obtained from the previous step. After saving this connection, you will be able to access each customer’s details individually, such as their name, phone number, and payment amount.

By doing this, you ensure that each customer receives a personalized reminder. This step is essential to automate the messaging process effectively.

5. Sending WhatsApp Messages via Pabbly Chatbot

Finally, to send payment reminders, integrate Pabbly Chatbot with Pabbly Connect. Choose “Send Text Message” as the app event for WhatsApp messaging. Establish a connection by entering your API token from Pabbly Chatflow.

Utilize the mapping feature in Pabbly Connect to dynamically insert customer details into the WhatsApp message. This allows you to send personalized messages without manual entry.

  • Map the recipient’s WhatsApp number from the iterator response.
  • Craft your message, including customer-specific details like name and pending amount.

After saving and sending the test request, you can verify that the reminder message has been successfully sent to the customer via WhatsApp.

Conclusion

By following this tutorial, you can automate payment reminders using Pabbly Connect, Google Sheets, and WhatsApp. This integration streamlines your communication process, ensuring timely reminders for your customers.