How to Setup Google Sheet Trigger When a Column Value is Updated or Changed Using Pabbly Connect

Learn to set up a Google Sheet trigger using Pabbly Connect to send WhatsApp messages when a column value is updated. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Sheets Integration

To set up a Google Sheet trigger using Pabbly Connect, start by visiting the Pabbly website. You can do this by typing ‘Pabbly.com’ in your browser. Once on the landing page, locate the ‘Sign In’ or ‘Sign Up Free’ options on the top right corner. Signing up gives you access to 100 free tasks every month, which is a great way to start automating your workflows.

After signing in, navigate to the Pabbly Connect dashboard. Here, you will see a button labeled ‘Create Workflow.’ Click on this button to initiate the process. You will be prompted to name your workflow; for this tutorial, name it ‘Google Sheets to WhatsApp’. This sets the stage for your integration between Google Sheets and WhatsApp using Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

Next, you need to set up the trigger in Pabbly Connect. A trigger is an event that starts your automation. For this integration, select ‘Google Sheets’ as your trigger application. Then, choose the trigger event as ‘New or Updated Spreadsheet Row.’ This means that any time a row in your Google Sheet is updated, it will trigger the action.

• Select ‘Google Sheets’ as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Google Sheet. Click on the ‘Extensions’ menu, then find the option for Pabbly Connect Webhook. Paste the copied URL into the appropriate field to establish the connection. Set the trigger column to the column that you want to monitor for changes, such as the payment status column in your sheet.

3. Testing the Trigger Connection

Once you have set up the trigger, it’s essential to test the connection to ensure everything is working correctly. In your Google Sheet, after pasting the webhook URL, you should send a test request to confirm that Pabbly Connect is capturing the data. Click on the ‘Send Test’ button in the webhook setup.

After sending the test, return to your Pabbly Connect dashboard. You should see the data captured from your Google Sheet, including customer names, contact numbers, and payment statuses. This confirms that your setup is correct and ready for the next step.

4. Setting Up the Action to Send WhatsApp Messages

Now that your trigger is set up and tested, it’s time to configure the action in Pabbly Connect. For the action application, select ‘WhatsApp Cloud API’ and choose the action event as ‘Send Template Message.’ This action will send a WhatsApp message to the customer whenever their payment status changes.

• Select ‘WhatsApp Cloud API’ as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect to WhatsApp using the required API keys.

To connect to WhatsApp, you will need to enter your temporary access token and other necessary details from your WhatsApp developer dashboard. After entering these details, you can select the template message that you want to send. Make sure to map the fields correctly so that the customer’s name and payment status are included in the message.

5. Finalizing the Automation and Testing

After setting up the action, it’s crucial to finalize your automation in Pabbly Connect. Click on ‘Save’ and then send a test request to see if the WhatsApp message is sent correctly. This test will show you how the message appears to the customer based on the details you have mapped.

To test the entire workflow, go back to your Google Sheet and change the payment status in the designated column. After saving the change, check the customer’s WhatsApp account to confirm that they received the updated message reflecting the new payment status. This completes the automation setup, allowing you to send WhatsApp messages automatically when a column in your Google Sheets is updated.

Conclusion

Using Pabbly Connect, you can efficiently set up a Google Sheet trigger that sends WhatsApp messages when a column value is updated. This automation saves time and ensures timely communication with customers regarding their payment statuses.