How to Send Medicine Purchase Reminder to Customers on WhatsApp Using Pabbly Connect

Learn how to automate sending medicine purchase reminders via WhatsApp using Pabbly Connect. Step-by-step guide for integrating Google Sheets and WhatsApp Cloud API. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To begin sending medicine purchase reminders on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging in to your account. If you are a new user, you can sign up for free, which allows you to create your own account quickly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘+ Create Workflow’ button, and name your workflow something like ‘Medicine Purchase Reminder to Customers on WhatsApp’. This sets the stage for automating your reminders.

2. Set Up the Trigger in Pabbly Connect

In this step, we will configure the trigger for our automation using Pabbly Connect. Click on the trigger window and select ‘Schedule by Pabbly’ as the application. This allows you to schedule how often the workflow runs.

• Choose the frequency as ‘Every day’.
• Set the time for the workflow to run, e.g., 10 AM.

After setting these parameters, click on ‘Save’. This ensures that your workflow will run daily at the specified time, allowing you to send timely reminders to your customers.

3. Retrieve End Dates from Google Sheets

Next, we will configure Pabbly Connect to retrieve the end dates of the medicines from Google Sheets. Scroll down to the action window and select ‘Date and Time Formatter’ as the application. Choose the action event as ‘Modify Current Date’.

Set the date format as DDM and YY, and select the timezone as Asia/Kolkata. Choose to add 2 days to the current date, which will help in determining when to send the reminders. Click on ‘Save and Send Test Request’ to verify that the date is correctly calculated.

4. Search Customer Details in Google Sheets

Now, we will utilize Pabbly Connect to search for customer details in Google Sheets. Add a new action step and select ‘Google Sheets’ as the application, then choose the action event ‘Lookup Spreadsheet Row’.

• Select the spreadsheet where your customer data is stored.
• Map the end date column to search for customers whose medicines are about to finish.

After configuring the lookup, click on ‘Save and Send Test Request’. This action will retrieve the necessary customer details, which will be used for sending reminders.

5. Send Medicine Purchase Reminders via WhatsApp

Finally, we will set up the integration to send messages via WhatsApp using Pabbly Connect. Add a new action step and select ‘WhatsApp Cloud API’ as the application, then choose the action event ‘Send Template Message’.

Map the recipient’s mobile number, customer name, and medicine type in the template message. Ensure that you have created and approved a message template in your WhatsApp Cloud API account beforehand. Click on ‘Save and Send Test Request’ to send the reminder message.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending medicine purchase reminders via WhatsApp. By integrating Google Sheets and WhatsApp Cloud API, you can efficiently manage customer communications and enhance your medical store automation.