Notify Your Patients on WhatsApp When Their Lab Reports Are Ready Using Pabbly Connect

Learn how to use Pabbly Connect to automate WhatsApp notifications for patients when their lab reports are ready. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Lab Report Notifications

In this section, we will introduce how Pabbly Connect facilitates the automation of notifying patients when their lab reports are ready. By integrating Google Sheets and WhatsApp through Pabbly Connect, you can streamline your communication process.

Using Pabbly Connect eliminates the need for manual notifications. Instead, whenever the status of a lab report is updated in Google Sheets, a WhatsApp message is automatically sent to the patient. This saves time and ensures immediate communication.

2. Setting Up Pabbly Connect with Google Sheets

The first step in this automation process is to set up Pabbly Connect with Google Sheets. Start by logging into your Pabbly Connect account and creating a new workflow. Name it something relevant, like ‘Lab Report Notifications.’

• Open Pabbly Connect and click on ‘Create Workflow’.
• Select Google Sheets as your trigger app.
• Choose the trigger event as ‘New or Updated Spreadsheet Row’.

This setup allows Pabbly Connect to listen for changes in your Google Sheets, specifically when the status of lab reports is updated. Once this is done, you can proceed to connect the webhook URL generated by Pabbly Connect into your Google Sheets.

3. Configuring Google Sheets for Automation

After setting up Pabbly Connect, the next step is to configure Google Sheets to send data to Pabbly Connect. You need to install the Pabbly Connect Webhooks add-on in your Google Sheets.

To do this, go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks. Once installed, refresh your Google Sheets and access the add-on from the Extensions menu. Here’s how to set it up:

• Click on Pabbly Connect Webhooks and select ‘Initial Setup’.
• Paste the webhook URL generated by Pabbly Connect.
• Set the trigger column to the last column where status updates occur.

With this configuration, any change in the specified column will trigger Pabbly Connect to send the relevant data automatically.

4. Sending WhatsApp Notifications via Pabbly Connect

Now that you have set up Google Sheets, the next step is to send WhatsApp notifications using Pabbly Connect. For this, you will use the 360 Dialog application, which allows you to send messages through WhatsApp.

In your Pabbly Connect workflow, add a new action step and select 360 Dialog. Choose the action event as ‘Send Template Message’. You will need to connect your 360 Dialog account by providing the API key and domain name.

Generate your API key from your 360 Dialog account. Map the recipient’s phone number and message template fields. Ensure to format the phone number correctly with the country code.

Once everything is set up, test the workflow to ensure that when the status is marked as ‘done’ in Google Sheets, the patient receives a WhatsApp notification about their lab report.

5. Testing and Activating the Workflow

After configuring everything in Pabbly Connect, it’s time to test the workflow. Change the status of a lab report in Google Sheets to ‘done’ and check if the WhatsApp message is successfully sent to the patient.

When you run the test, you should see a confirmation in Pabbly Connect that the message was sent. If the message appears in the patient’s WhatsApp, your integration is functioning correctly. Finally, save your workflow.

Remember, with Pabbly Connect, you can automate this process without any coding knowledge, making it accessible for everyone involved in patient care.

Conclusion

Using Pabbly Connect to notify patients on WhatsApp when their lab reports are ready simplifies communication and enhances efficiency. By following this guide, you can set up an automated process that saves time and ensures timely notifications for your patients.