Create an Automatic Payment Reminder Sending Workflow

Learn how to set up an automatic payment reminder sending workflow using Pabbly Connect. Step-by-step guide to streamline your payment reminders. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Create Your Workflow

Pabbly Connect is the key platform for creating an automatic payment reminder sending workflow. To get started, open a new tab and go to Pabbly.com/connect. Here, you can sign in or sign up for a free account, which gives you 100 free tasks each month.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users should click ‘Sign In’ to access their accounts. Once logged in, navigate to the Pabbly Connect dashboard by clicking the ‘Access Now’ button. This is where you will create your workflow.

2. Creating Your Workflow in Pabbly Connect

Inside the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to begin. You can organize your workflows by creating folders on the left side. After clicking ‘Create Workflow’, choose your preferred workflow builder. using Pabbly Connect

• Select a meaningful name for your workflow, such as ‘Clear Ledger Automatic Payment Reminder System’.
• Choose the folder where you want to save your workflow.
• Click on the ‘Create’ button to proceed.

After creating your workflow, you will be directed to a new page where you can start integrating applications. The first step is to set up your trigger application.

3. Setting Up the Trigger Application

For the trigger application, you will use the ‘Schedule by Pabbly’ feature to kickstart your workflow every day at a specific time. Click on the plus button to add your trigger application and select ‘Schedule by Pabbly’. using Pabbly Connect

For the event, choose ‘Schedule Workflow’ and click on the ‘Connect’ button. Set the frequency to ‘Every Day’ and select the time (9:00 AM) for your workflow to trigger. Save this step to confirm your scheduling.

4. Integrating Action Applications with Pabbly Connect

Next, you will set up your action application. Click on the plus button and select ‘Google Sheets’ as your next action application. Choose the event to get all rows from your Google Sheet and press the ‘Connect’ button. using Pabbly Connect

• If this is your first time, select ‘Add New Connection’ and sign in to your Google account.
• Select the spreadsheet and sheet from which you want to extract data.
• Specify the range (A:J) to include all necessary rows.

Once you have configured these settings, click on ‘Save and Send Test Request’ to ensure your Google Sheets integration is working correctly.

5. Filtering Customers Using OpenAI in Pabbly Connect

To filter customers whose invoices are due today, add OpenAI as your next action application. Click on the plus button, select OpenAI, and choose ‘Chat GPT’ as the event. Connect using your OpenAI token. using Pabbly Connect

In the prompt field, input the criteria for filtering customers based on their due dates. Map the data from your Google Sheets action application to this prompt. Once set up, save and send a test request to ensure the filtering works correctly.

Finally, to send WhatsApp messages to the filtered customers, use the iterator feature in Pabbly Connect. This allows you to process each customer individually and send them a reminder message via Pabbly Chatflow.

Conclusion

By following this detailed tutorial, you can create an automatic payment reminder sending workflow using Pabbly Connect. This integration ensures timely reminders to your customers, streamlining your payment processes efficiently.