How to Send SMS Notification for Upcoming Payment Deadline – Google Sheets Twilio Integration Using Pabbly Connect

Learn how to send SMS notifications for upcoming payment deadlines using Pabbly Connect to integrate Google Sheets and Twilio. Follow our detailed tutorial for step-by-step guidance.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for SMS Notifications

To send SMS notifications for upcoming payment deadlines, the first step is to set up Pabbly Connect. Start by signing up for a free account on the Pabbly website. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Give your workflow a name, such as ‘Google Sheets to Twilio SMS Notifications’. This names your process effectively and allows for easy identification later.

After naming your workflow, you will see two windows: a trigger window and an action window. The trigger window is where you define what starts the automation, while the action window is where you specify what happens when the trigger occurs. In this case, we will use Google Sheets to fetch customer payment details.

2. Configuring the Trigger in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. You will need to select the ‘Schedule’ app to determine how often you want to check for upcoming payment deadlines. You can set it to run daily, weekly, or monthly. For instance, if you want to send reminders every Monday at 10:00 AM, select ‘Days of the Week’ and set the desired day and time.

• Select ‘Schedule’ as the app.
• Choose the frequency (daily, weekly, or monthly).
• Set the specific time for the reminders.

After configuring the schedule, click on ‘Save’ to finalize your trigger settings. This will ensure that your workflow runs at the specified intervals, checking for customers whose payments are due.

3. Fetching Data from Google Sheets

Now that the trigger is set, the next step is to fetch customer data from Google Sheets using Pabbly Connect. In the action window, select ‘Google Sheets’ as the app and choose the action event ‘Lookup Spreadsheet Row’. Connect your Google account by clicking ‘Sign in with Google’ and selecting the appropriate account.

Once connected, select the spreadsheet containing your payment reminders. You will need to specify the sheet and the column to look up payment statuses. For example, if the payment status is in column F, enter ‘F’ in the lookup column field and set the lookup value to ‘due’. Ensure to include headers in the response and turn off the simple response option before clicking on ‘Save and Send Test Request’.

4. Processing Data with Iterator in Pabbly Connect

After fetching the data, you will receive it in an array format. To process each customer’s data individually, use the ‘Iterator’ feature in Pabbly Connect. Add an action step by selecting ‘Iterator’ and choose the array response you received from Google Sheets.

Click on ‘Save and Send Test Request’ to process the first row of data. This will allow you to handle each customer’s information one by one, preparing it for SMS notifications. The iterator will ensure that the workflow processes each row sequentially, making it easy to manage multiple notifications.

5. Sending SMS Notifications via Twilio

The final step is to send SMS notifications using Twilio through Pabbly Connect. In the action window, select ‘Twilio’ as the app and choose the action event ‘Send SMS Message’. Connect your Twilio account by entering your Account SID and Auth Token, which you can find on your Twilio dashboard.

Once connected, you will need to map the SMS body using the customer’s name, payment amount due, and due date from the iterator responses. Ensure that the sender number is also specified. After setting up the message, click on ‘Save and Send Test Request’ to verify that the SMS is sent successfully to the customer.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate SMS notifications for upcoming payment deadlines by integrating Google Sheets and Twilio. By following these steps, you can efficiently remind your customers of their due payments and maintain a smooth billing process.