How to Send Confirmation SMS for SavvyCal Events Using Pabbly Connect

Learn how to automate sending confirmation SMS for SavvyCal events using Pabbly Connect and Twilio. Step-by-step tutorial with clear instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SavvyCal and Twilio Integration

To send confirmation SMS for SavvyCal events, the first step is to access Pabbly Connect. This platform will facilitate the integration between SavvyCal and Twilio, allowing you to automate SMS notifications. Start by signing up for a free account on Pabbly Connect, which can be done quickly through the link provided in the description.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for instance, ‘SavvyCal to Twilio’. After naming, click on ‘Create’ to set up your automation workflow. This will allow you to connect SavvyCal as the trigger app and Twilio as the action app within Pabbly Connect.

2. Configuring SavvyCal as the Trigger in Pabbly Connect

After creating your workflow, the next step is to set up SavvyCal as the trigger app in Pabbly Connect. In the trigger setup, search for and select SavvyCal. Then, choose the trigger event as ‘New Event’. This will allow Pabbly Connect to listen for any new events scheduled in your SavvyCal account.

• Select SavvyCal as the app.
• Choose ‘New Event’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, log into your SavvyCal account and go to the settings. Under the integrations section, paste the copied webhook URL into the designated field for webhooks. Save the settings to establish the connection between SavvyCal and Pabbly Connect. This setup will ensure that any new meeting scheduled in SavvyCal will trigger an event in Pabbly Connect.

3. Testing the SavvyCal Trigger in Pabbly Connect

With the trigger configured, it’s time to test if the integration works correctly. Create a test event in SavvyCal by scheduling a meeting with a dummy user. Ensure to fill in the necessary details such as name, email, and mobile number, then click on ‘Schedule’. This action will send the event details to Pabbly Connect.

Once the event is created, return to your Pabbly Connect workflow. You should see the event details captured in the response section. This includes the event type, start date, time, and the user’s contact information. Confirm that the data matches what you entered in SavvyCal.

4. Setting Up Twilio to Send Confirmation SMS

Now that the trigger is working, the next step is to configure Twilio as the action app in Pabbly Connect. Click on ‘Add Action Step’, search for Twilio, and select it. Choose ‘Send SMS’ as the action event. You will need to connect your Twilio account by entering your Account SID and Auth Token, which can be found in your Twilio dashboard.

• Select Twilio as the app.
• Choose ‘Send SMS’ as the action.
• Enter your Twilio Account SID and Auth Token.

Once connected, you will need to configure the SMS message body. Use the mapped data from the SavvyCal response to personalize the message. Include the client’s first name, meeting summary, and formatted date and time. This ensures the confirmation SMS is informative and tailored to each client.

5. Finalizing the Integration and Testing the SMS Confirmation

After setting up Twilio, finalize the SMS message format and sender number. Ensure the recipient’s mobile number is mapped from the SavvyCal data. Once everything is set, click on ‘Save and Send Test Request’ to see if the SMS is sent successfully. Check the recipient’s inbox to confirm receipt of the SMS.

To ensure the automation works seamlessly, schedule another test meeting in SavvyCal. After scheduling, the confirmation SMS should be sent automatically to the client’s mobile number. This confirms that the integration between SavvyCal and Twilio through Pabbly Connect is functioning correctly.

Conclusion

In this tutorial, we demonstrated how to send confirmation SMS for SavvyCal events using Pabbly Connect and Twilio. By following these steps, you can automate your appointment scheduling notifications effectively. This integration enhances client communication and ensures timely updates for scheduled meetings.