Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your WhatsApp notifications, you first need to access Pabbly Connect. If you’re an existing user, simply log in. New users can sign up for a free trial by visiting pabbl.com/connect.

Once logged in, navigate to the workflow builder within Pabbly Connect. This is where you will create your automation workflow to send WhatsApp messages based on order status updates.

2. Setting Up Google Sheets Integration with Pabbly Connect

In this step, you will set up Google Sheets as a trigger in Pabbly Connect. Click on the “Add Trigger” button and select Google Sheets as your application. For the event, choose “New or Updated Spreadsheet Row”.

  • Select “Google Sheets” as the application.
  • Choose “New or Updated Spreadsheet Row” as the event.
  • Copy the Webhook URL provided by Pabbly Connect.

Next, open your Google Sheets, go to Extensions > Add-ons > Get add-ons, and search for “Pabbly Connect Webhooks”. Install this extension, then refresh your spreadsheet to proceed with the initial setup.

3. Configuring the Webhook URL in Google Sheets

After refreshing your spreadsheet, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the Webhook URL you copied earlier and specify the trigger column, which will be the last column where you enter order status updates.

For example, if your trigger column is “E”, this means that when you update a status in this column, the entire row’s data will be sent to Pabbly Connect. Click “Submit” to confirm your setup.

  • Paste the copied Webhook URL.
  • Set the trigger column to the last column of your data.
  • Click “Submit” to finalize the configuration.

Once the setup is configured successfully, Pabbly Connect will be ready to capture the webhook response whenever a new event occurs.

4. Filtering Data for WhatsApp Notifications

To ensure that notifications are only sent for specific order statuses, you will need to add a filter in Pabbly Connect. Click on “Add New Action Step” and select “Filter” as your action.

Set the filter to trigger only when the status equals “Out for Delivery”. This means that only when this specific status is updated will the workflow proceed to send a WhatsApp message.

  • Select “Filter” as the action.
  • Set the label to “Status” and filter type to “Equals”.
  • Enter “Out for Delivery” as the value.

By applying this filter, Pabbly Connect ensures that only relevant notifications are sent, enhancing customer experience.

5. Sending WhatsApp Notifications Using Pabbly Connect

Finally, to send the WhatsApp message, add a new action step and select Pabbly Chatflow as your application. Choose the event as “Send Message” and connect your account by entering the API token from your Pabbly Chatflow account.

Map the recipient’s WhatsApp number and the message content dynamically using the data from the previous steps. Format the message to include order details such as order ID and customer name, ensuring that the message is clear and professional.

  • Select “Pabbly Chatflow” as the application.
  • Map the recipient’s WhatsApp number dynamically.
  • Format the message to include key order details.

Click “Save and Send Test Request” to send a test message. If successful, you will see the notification appear in your WhatsApp, confirming that the automation works perfectly through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate WhatsApp notifications for order deliveries using Pabbly Connect, Google Sheets, and Pabbly Chatflow. This amazing automation helps enhance customer communication and streamline order management effectively.