How to Get WhatsApp Reminder for Microsoft To Do Task Before Due Date Using Pabbly Connect

Learn how to set up WhatsApp reminders for Microsoft To Do tasks before the due date using Pabbly Connect. Step-by-step guide included! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To get started with receiving WhatsApp reminders for Microsoft To Do tasks, you first need to set up Pabbly Connect. This integration platform allows seamless connection between Microsoft To Do and WhatsApp. Begin by visiting the Pabbly Connect website and signing up for a free account if you haven’t already.

Once you have logged into your Pabbly Connect account, navigate to the dashboard. Click on ‘Create Workflow’ and name your workflow (e.g., ‘Microsoft To Do to WhatsApp’). This workflow will automate the process of sending WhatsApp reminders based on tasks created in Microsoft To Do.

2. Configuring Microsoft To Do as the Trigger Application

In your newly created workflow, you will set Microsoft To Do as the trigger application. Select ‘Microsoft To Do’ from the app list and choose the trigger event as ‘New Task’. This means that every time a new task is created in Microsoft To Do, it will trigger the workflow to send a WhatsApp reminder.

• Choose ‘Microsoft To Do’ as the app.
• Select ‘New Task’ as the trigger event.
• Connect your Microsoft To Do account with Pabbly Connect.

After connecting, select the specific task list you want to monitor. For instance, if you have a list named ‘Tasks’, select that list. This setup ensures that any new tasks added to this list will initiate the WhatsApp reminder process through Pabbly Connect.

3. Setting Up WhatsApp Reminder Action

Once the trigger is configured, the next step is to set up the action that sends a WhatsApp reminder. For this, you will choose the WhatsApp Cloud API as the action app and select the action event as ‘Send Template Message’. This allows you to send a predefined message to your WhatsApp number.

Before sending the message, you need to connect your WhatsApp Cloud API account to Pabbly Connect. This requires a phone number ID and a permanent access token, which you can generate from your WhatsApp Cloud API dashboard. Make sure to follow the guidelines provided by WhatsApp for creating and approving message templates.

4. Delaying the Reminder Until the Due Date

To ensure that the WhatsApp reminder is sent one day before the due date of the task, you will need to add a delay step in your workflow. This is done by using the ‘Delay Until’ action in Pabbly Connect. You will map the due date received from Microsoft To Do and subtract one day from it.

• Select ‘Delay Until’ from the action options.
• Map the due date from the previous step.
• Subtract one day from the mapped date.

This delay ensures that the WhatsApp reminder is sent exactly one day before the task’s due date, allowing you to stay on top of your tasks efficiently.

5. Finalizing the Automation and Testing

After setting up the delay, you can finalize your automation by testing it. Click on the ‘Save and Send Test Request’ button in Pabbly Connect to check if the WhatsApp message is sent correctly. Ensure that your WhatsApp number is entered without the plus sign and includes the country code.

Once you have verified that the automation works as intended, you can rely on Pabbly Connect to send you WhatsApp reminders for all future tasks created in Microsoft To Do. This setup not only streamlines your task management but also ensures you never miss an important deadline.

Conclusion

By following this tutorial, you can effectively set up WhatsApp reminders for Microsoft To Do tasks using Pabbly Connect. This integration helps you manage your tasks efficiently and ensures you receive timely reminders before due dates. Start automating your workflow today!