How to Send Custom SMS After New Google Calendar Appointment Using Pabbly Connect

Learn how to send custom SMS after a new Google Calendar appointment using Pabbly Connect. This step-by-step guide covers everything you need to know. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To send custom SMS after a new Google Calendar appointment, you need to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com/connect.

Once on the page, you will see options to sign in or sign up for free. If you are a new user, click on ‘Sign up for free’ to explore the application with 100 free tasks per month. Existing users should click on the ‘Sign In’ button to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. Select the new workflow builder for a modern interface. using Pabbly Connect

• Click on ‘Create’ after naming your workflow.
• Name your workflow ‘Send Custom SMS After New Google Calendar Appointment’.
• Choose the folder where you want to save the workflow.

Once you create the workflow, you will see the workflow window where you can set up triggers and actions. The trigger will be Google Calendar, which starts the process whenever a new appointment is scheduled.

3. Setting Up Google Calendar as a Trigger

To set up the trigger, click on ‘Add Trigger’ and select Google Calendar as your application. For the trigger event, choose ‘New Event’ and click on ‘Connect’.

You will need to create a connection between Google Calendar and Pabbly Connect. Click on ‘Add New Connection’ and sign in with your Google account. Grant the necessary permissions for Pabbly Connect to access your Google Calendar.

4. Extracting Data for SMS Notifications

After setting up the trigger, you will need to extract data such as the phone number and name from the appointment details. Click on ‘Add Action Step’ and select ‘Text Formatter by Pabbly’ for the action application. using Pabbly Connect

• Choose ‘Basic Formatting’ as the event.
• Map the description from the previous step to extract the phone number.
• Use the ‘Extract Phone Number’ option to retrieve the phone number.

Next, repeat the process to extract the name using the ‘Text Formatter by Pabbly’ again, but this time select ‘Text Parser’ as the action event. Map the summary and specify the brackets to extract the name.

5. Sending SMS via Twilio

Now that you have extracted the necessary details, it’s time to send the SMS. Click on ‘Add Action Step’ and select Twilio as the action application. Choose ‘Send SMS Message’ as the event. using Pabbly Connect

Connect your Twilio account by entering the Account SID and Authorization Token. For the SMS body, craft a message like ‘Hi [Name], your appointment is confirmed’ and map the extracted name into the message.

Finally, enter your Twilio phone number as the sender and map the recipient’s phone number extracted earlier. Click on ‘Send Test Request’ to confirm that the SMS is sent successfully. You should see a positive response indicating that the SMS was sent.

Conclusion

By following these steps, you can automate SMS notifications for new Google Calendar appointments using Pabbly Connect. This integration not only saves time but also enhances communication with clients, ensuring they are informed instantly.