Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To automate WhatsApp payment reminders, start by accessing Pabbly Connect. Go to the Pabbly website and click on the “Sign Up Free” button to create your account. Once registered, navigate to the Pabbly Connect dashboard to begin creating your workflow.

In the dashboard, click on the “Create Workflow” button. This is where you will set up the automation process. Select the trigger application for your workflow, which will be “Schedule by Pabbly” to schedule reminders effectively.

2. Setting Up the Trigger in Pabbly Connect

Once you’ve accessed Pabbly Connect, you will need to set up the trigger. Click on the “Add Trigger” button and select “Schedule by Pabbly”. This will allow your workflow to be triggered at specific intervals.

  • Select “Every Day” to set the frequency.
  • Choose the time for the trigger, for instance, 10:00 AM.
  • Click on the “Save” button to confirm your settings.

After saving, the trigger will be successfully set to run at the specified time every day. This ensures that your workflow begins automatically without manual intervention.

3. Fetching Data from Google Sheets Using Pabbly Connect

Next, you will integrate Google Sheets with Pabbly Connect to fetch customer payment details. Add an action application by clicking the “Plus” button, then select Google Sheets and choose the “Get Rows” event.

To establish a connection, press the “Connect” button and select your Google account. After connecting, specify the spreadsheet and sheet where your customer data is stored. For example, name your spreadsheet “Worksheet” and the sheet “Website Leads”.

  • Set the range for the data you want to fetch (e.g., A2:I).
  • Select the response format as “Advanced” to receive all details in one response.

Once you click on “Save and Send Test Request”, you will receive a response containing all the details from your Google Sheet, confirming that the integration is successful.

4. Sending WhatsApp Messages with Pabbly Connect

After fetching the data, it’s time to send WhatsApp reminders. Add another action step by clicking the “Plus” button and selecting WhatsApp Cloud API. Choose the “Send Text Message” event for this action.

To connect, press the “Connect” button and enter your WhatsApp Business Account ID and Token. This information can be retrieved from the Meta for Developers page. Once connected, you can map the customer’s phone number and the message content.

  • Map the recipient’s WhatsApp number from the iterator step.
  • Personalize your message by including customer details using mapping.

After setting up the message, click on “Save and Send Request” to send the reminder. You will see the confirmation in your WhatsApp account, indicating that the message was sent successfully.

5. Filtering and Updating Records in Pabbly Connect

To ensure that reminders are only sent to customers with pending payments, use the filtering feature in Pabbly Connect. Add a filter step after sending the WhatsApp message. Click the “Plus” button, select “Filter by Pabbly”, and set it to filter customers based on their payment status.

For the filter condition, select the status as “Pending” and ensure that the reminder count is less than three. This prevents spam and ensures compliance with WhatsApp policies. After configuring the filter, click “Save and Send Test Request” to verify it works correctly.

  • Update the Google Sheet to reflect the last reminder sent date and increment the reminder count.
  • Use the “Update Row” action in Google Sheets to record these details.

Finalizing this step ensures that your records are up-to-date and that you maintain a consistent follow-up process with your customers.

Conclusion

By using Pabbly Connect, you can automate WhatsApp payment reminders effectively, ensuring timely follow-ups and improved cash flow. This step-by-step guide helps streamline your payment collection process efficiently.