How to Get WhatsApp Messages for OfficeRnD New Members Using Pabbly Connect

Learn how to integrate OfficeRnD with WhatsApp using Pabbly Connect to receive messages for new members instantly. Follow this detailed tutorial for step-by-step guidance. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To get WhatsApp messages for OfficeRnD new members, the first step is to set up Pabbly Connect. Start by visiting the Pabbly website at pabby.com. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in from the ‘All Apps’ section.

Once logged in, you will see the Pabbly Connect dashboard. Here, click on the plus sign to create a new workflow. Name your workflow something like ‘OfficeRnD New Member’ and click on ‘Create’. This will initiate the process of linking OfficeRnD with WhatsApp through Pabbly Connect.

2. Integrating OfficeRnD with Pabbly Connect

Next, you will need to set up the trigger in Pabbly Connect. In the trigger window, choose the application name as ‘OfficeRnD’ and select the trigger event as ‘New Member’. You will see a webhook URL generated along with instructions for integration.

• Select ‘OfficeRnD’ as the application.
• Choose ‘New Member’ as the trigger event.
• Copy the generated webhook URL for use in OfficeRnD.

Now, navigate to your OfficeRnD account. Go to the settings option, click on ‘Developer Tools’, and then select ‘Webhooks’. Here, click on the ‘Add Endpoint’ button and paste the copied webhook URL. Provide a description like ‘Integration’ and select the event ‘Member Created’ to capture new member details.

3. Testing the Integration with Pabbly Connect

After setting the webhook, it’s time to test the integration. Go back to Pabbly Connect and check that it is waiting for a response. To capture this response, create a new member in your OfficeRnD account. Enter the member’s name, email, and phone number, and then click on ‘Add Member’.

Once the new member is added successfully, refresh your Pabbly Connect dashboard. You should see that the response has been received, showing details such as the member’s name, email address, and phone number. This confirms that the integration is working correctly.

4. Integrating WhatsApp with Pabbly Connect

Now that you have successfully integrated OfficeRnD with Pabbly Connect, the next step is to set up WhatsApp. In the action window, choose ‘WhatsApp Cloud API’ as the application and select the action event as ‘Send Template Message’. Click on ‘Connect’ to establish a connection.

• Select ‘WhatsApp Cloud API’ as the application.
• Choose ‘Send Template Message’ as the action event.
• Connect using your WhatsApp Cloud API credentials.

To connect, you will need your token, phone number ID, and WhatsApp business account ID. These can be obtained by creating a WhatsApp Cloud API account. Once connected, select the message template you want to use for notifications. Ensure that this template is approved by Facebook before use.

5. Finalizing the Integration and Sending Messages

In this final step, you will map the member details to the WhatsApp message template. Choose the recipient’s mobile number (admin’s WhatsApp number) and fill in the body fields with the member’s name, email, and phone number. Click on ‘Save’ and send a test request to ensure the message is delivered.

After sending the test request, check the admin’s WhatsApp for the message. If the details appear correctly, your integration is fully functional. Remember, this setup will automatically send WhatsApp messages for every new member added to OfficeRnD through Pabbly Connect.

Conclusion

In this tutorial, we explored how to get WhatsApp messages for new members in OfficeRnD using Pabbly Connect. By following these steps, you can automate notifications and enhance your workflow efficiency with ease. Start integrating today to streamline your processes!