Automatically Send Payment Reminders on WhatsApp to Late Payers from Google Sheets Using Pabbly Connect

Learn how to automatically send payment reminders on WhatsApp to late payers from Google Sheets using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automatically send payment reminders on WhatsApp, first, you need to set up Pabbly Connect. Access the Pabbly Connect landing page and create an account. This platform allows you to automate tasks between Google Sheets and WhatsApp without any coding.

Once you sign in, navigate to the dashboard. Click on the ‘Create Workflow’ button to start your automation. Name your workflow, such as ‘Payment Reminders Automation,’ and click ‘Create’. This sets the stage for your integration process.

2. Configuring the Trigger with Google Sheets

The next step involves setting up the trigger in Pabbly Connect. Choose the ‘Scheduler’ option to run the workflow daily. Set the time you want the workflow to check for due payments, for example, 10 AM.

• Select ‘Everyday’ as the frequency.
• Set the time for the workflow to run.

After scheduling, add Google Sheets as the next step. Select ‘Lookup Spreadsheet Rows’ as the action event. This allows you to fetch customer details based on due dates. Connect your Google Sheets account and select the specific spreadsheet containing the payment data.

3. Fetching Customer Data from Google Sheets

With Pabbly Connect, you can fetch customer data efficiently. In the Google Sheets action, specify the spreadsheet name and the sheet containing client data. Set the lookup column to search for the term ‘due’ in the specified column.

• Select the sheet name where your data is stored.
• Map the column for due dates.

After fetching the data, use the Iterator feature in Pabbly Connect to process each customer individually. This allows the workflow to send reminders one by one, ensuring no customer is overlooked.

4. Sending WhatsApp Reminders Using Cloud API

Once the customer data is ready, it’s time to send reminders via WhatsApp. In this step, connect to WhatsApp using the Cloud API. You must first set up your WhatsApp number with the Cloud API system to send messages. using Pabbly Connect

Select the ‘Send Template Message’ option in the WhatsApp action. Map the recipient’s WhatsApp number from the iterator step.

Prepare your message template in the Cloud API. This template will serve as the standard format for your reminders. Customize the message with the customer’s name, due amount, and other relevant details. Test the connection to ensure messages are sent correctly.

5. Finalizing Your Workflow in Pabbly Connect

After setting up the WhatsApp integration, finalize your workflow in Pabbly Connect. Ensure all steps are correctly configured and test the entire process to verify that reminders are sent as intended.

Once confirmed, your automation is ready to run. This setup will automatically send payment reminders to late payers from your Google Sheets, enhancing your payment collection process.

Conclusion

By using Pabbly Connect, you can efficiently automate the process of sending payment reminders on WhatsApp to late payers directly from Google Sheets. This integration saves time and ensures timely communication with your customers.