How to Send WhatsApp Messages on Status Update in Google Sheets Using Pabbly Connect

Learn how to send WhatsApp messages on status updates in Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 WhatsApp Integration

To start sending WhatsApp messages on status updates in Google Sheets, you first need to access Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect section.

Once there, you can either sign in if you’re an existing user or click on ‘Sign up for free’ to create a new account. Remember, signing up will grant you 100 free tasks to start with. After signing in, you will be directed to the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to set up your integration. Name your workflow something descriptive, like ‘Send WhatsApp Message on Status Update in Google Sheets’. This helps you easily identify the purpose of the workflow later.

Once named, you will see options for setting up a trigger and an action. The trigger application will be Google Sheets, while the action application will be the platform that sends WhatsApp messages. This is facilitated by Pabbly Connect to automate notifications based on status updates.

3. Setting Up Google Sheets as a Trigger

Now, you need to set Google Sheets as your trigger application. Select ‘Google Sheets’ and choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow every time there is a change in your spreadsheet.

Pabbly Connect will generate a webhook URL. Copy this URL, as it will connect your Google Sheets to Pabbly Connect. Next, go to your Google Sheets document and set up your columns to include fields like passport number, name, email address, mobile number, and visa status.

• Create a dropdown for the visa status with options like ‘Document Received’ and ‘Pending Verification’.
• Go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks.
• Install the add-on and refresh your Google Sheets.

After refreshing, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’ to paste the webhook URL. Set the trigger column to the final data column where updates will occur. This ensures that every change in the status will trigger the WhatsApp message through Pabbly Connect.

4. Configuring WhatsApp Integration with Pabbly Connect

After setting up Google Sheets, the next step is to configure the WhatsApp integration. In your Pabbly Connect workflow, add a router to set conditions for different visa status updates. For instance, create a condition for ‘Document Received’.

Once the condition is set, add an action step and choose the WhatsApp service to send a message. You will need to connect your WhatsApp account by providing a secret key from your WhatsApp service provider. This key is essential for Pabbly Connect to send messages on your behalf.

• Map the phone number from your Google Sheets to ensure the correct recipient receives the message.
• Use a pre-written template for the message to streamline the process.
• Test the configuration to confirm that WhatsApp messages are sent correctly.

With this setup, every time a status is updated in Google Sheets, Pabbly Connect will trigger the WhatsApp message to be sent automatically, ensuring timely notifications to applicants.

5. Testing and Finalizing the Workflow

After configuring the WhatsApp integration, it’s crucial to test your workflow. Change the status in your Google Sheet to see if the WhatsApp message is sent successfully. For instance, if you change the status to ‘Process Completed’, check your WhatsApp for the message.

If everything is set up correctly, you should receive a personalized message with the updated visa status. This confirms that your integration is working as intended through Pabbly Connect. If any issues arise, revisit the steps to ensure each part of the workflow is correctly configured.

Once you have successfully tested the integration, you can expand your workflow by adding additional conditions for other status updates. This flexibility is one of the many benefits of using Pabbly Connect for your automation needs.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages based on status updates in Google Sheets. By following the steps outlined, you can automate notifications and streamline communication effectively.

Utilizing Pabbly Connect not only enhances your workflow but also ensures timely updates for applicants. Start automating your processes today with this powerful integration.