How to Notify on WhatsApp for New Entries in Google Sheets Using Pabbly Connect

Learn how to automate WhatsApp notifications for new entries in Google Sheets using Pabbly Connect and Pabbly Connect in this detailed tutorial. 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 for Automation

To automate WhatsApp notifications for new entries in Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks each month.

Once logged in, navigate to the dashboard where you will see various Pabbly applications. Click on the Pabbly Connect option to begin creating your workflow. This platform acts as the central hub for integrating Google Sheets with WhatsApp notifications.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear, prompting you to name your workflow. Enter a name like ‘Notify on WhatsApp for New Entries in Google Sheets’ and select a folder to save your workflow.

• Choose a descriptive name for easy identification.
• Select a relevant folder to keep your workflows organized.
• Click on the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. In this automation, the trigger will be set to Google Sheets, and the action will be set to Pabbly Chatflow. This setup allows you to capture new entries in your Google Sheets and send notifications via WhatsApp.

3. Setting Up the Trigger for Google Sheets

Now, let’s set up the trigger in Pabbly Connect. Click on the trigger application and select ‘Google Sheets’ from the list. You will then choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that whenever a new participant is added to your Google Sheets, the workflow is triggered automatically.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Google Sheets to Pabbly Connect. Copy this URL and proceed to your Google Sheets.

• Open Google Sheets and go to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.
• After installation, return to Extensions and click on ‘Pabbly Connect Webhooks’ to set up the webhook URL.

Paste the copied webhook URL into the designated field and specify the trigger column (e.g., Column F). This column will contain the final data entry, which will trigger the webhook when filled.

4. Setting Up Action with Pabbly Chatflow

After configuring the trigger, it’s time to set up the action in Pabbly Connect. Select ‘Pabbly Chatflow’ as your action application. This application will handle sending WhatsApp messages to the participants. Choose the action event as ‘Send Template Message’.

Next, you need to connect your Pabbly Chatflow account to Pabbly Connect. To do this, you’ll need an API token from your Pabbly Chatflow settings. Go to your Pabbly Chatflow account, navigate to Settings, and generate an API token. Copy this token and paste it into the connection field in Pabbly Connect.

Ensure you have your WhatsApp number and necessary credentials ready. Select the template you created for the WhatsApp message. Map the recipient’s mobile number from the trigger response to ensure messages go to the correct participant.

Once the action is configured, you can test the workflow to ensure everything is functioning correctly. This setup allows you to send personalized messages to participants as soon as they are added to your Google Sheets.

5. Testing the Complete Workflow

With the trigger and action set up, it’s time to test the complete workflow in Pabbly Connect. Add a new participant’s details in your Google Sheets, ensuring that all required fields are filled out correctly. The workflow should automatically capture this new entry through the webhook.

After adding the participant, check the Pabbly Connect dashboard. You should see the response captured from Google Sheets. If everything is set up correctly, a WhatsApp message will be sent to the participant’s number, confirming their registration.

Verify that the message received matches the template you created in Pabbly Chatflow. Check the inbox in your Pabbly Chatflow account to see the message status. Ensure that the participant receives the message on WhatsApp promptly.

This testing phase confirms that your automation is working seamlessly, enhancing your communication process with participants through WhatsApp notifications.

Conclusion

In this tutorial, you learned how to automate WhatsApp notifications for new entries in Google Sheets using Pabbly Connect and Pabbly Chatflow. By following these steps, you can ensure timely communication with your participants, enhancing their experience without manual effort. This integration streamlines your workflow, allowing you to focus on organizing successful events.