Send Automatic WhatsApp Alerts for Library Subscription Expiration with Pabbly Connect

Learn how to send automatic WhatsApp alerts for library subscription expiration using Pabbly Connect. Follow our detailed step-by-step tutorial for seamless integration. 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. Access Pabbly Connect for Integration

To send automatic WhatsApp alerts for library subscription expiration, you need to access Pabbly Connect. Start by visiting the official Pabbly website and navigate to the Pabbly Connect section. If you don’t have an account, click on ‘Sign Up for Free’ to create one. This process is simple and can be completed in just a few minutes.

Once logged in, click on ‘Access Now’ under the Pabbly Connect option. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Google Sheets to WhatsApp’, and click on ‘Create’ to proceed. This will set the foundation for sending WhatsApp alerts using data from your Google Sheets.

2. Connect Google Sheets with Pabbly Connect

In this step, you will connect your Google Sheets to Pabbly Connect. The goal is to fetch the data of library members, including their names, phone numbers, and subscription expiration dates. Begin by selecting Google Sheets as your trigger application in the workflow.

Next, choose the action event as ‘Get Rows’. This will allow Pabbly Connect to retrieve all relevant data from your specified Google Sheet. You will be prompted to connect your Google account. Select the appropriate account and authorize Pabbly Connect to access your Google Sheets. After connecting, select the spreadsheet containing your library data and specify the range of cells from which to pull data.

• Select the spreadsheet named ‘Central Library’.
• Choose the sheet within the spreadsheet (e.g., Sheet1).
• Define the range from A2 to H14 to fetch all member data.

Once you have set these parameters, click on ‘Save & Send Test Request’ to ensure Pabbly Connect retrieves the data correctly. This step is crucial as it confirms that Pabbly Connect is successfully connected to your Google Sheets.

3. Set Up Conditions for Sending Alerts

After successfully connecting Google Sheets, the next step involves setting conditions to determine when to send WhatsApp alerts. Using Pabbly Connect, you will create a filter that checks if the subscription expiration date is tomorrow. This ensures that alerts are sent one day prior to expiration.

To do this, add a new action step and select the ‘Iterator by Pabbly’ app. This will allow you to iterate through each row of data retrieved from Google Sheets. Set the condition to check if the current date plus one day equals the expiration date of the subscription. If the condition is met, proceed to send the WhatsApp message.

• Use the Date Time Formatter to add one day to the current date.
• Set the filter to check if the modified date matches the expiration date.
• Confirm that the filter condition is true before proceeding.

Once the conditions are set, you can ensure that only the relevant members receive alerts about their subscription expiration.

4. Send WhatsApp Alerts Using Vati

The final step involves sending the WhatsApp alerts using the Vati application integrated through Pabbly Connect. After confirming the conditions, add another action step and select the Vati app. Choose the action event as ‘Send Template Message’ to send the customized WhatsApp alerts.

In this step, you will need to configure the Vati settings by entering the API endpoint and access token. This information is essential for authenticating your requests. Map the WhatsApp number from the iterator step, select the message template, and fill in the required parameters such as the member’s name, service name, expiration date, and a renewal link.

Ensure the template is approved by WhatsApp to send messages. Use parameters to personalize the message for each member. Set a unique broadcast name for tracking purposes.

Once all parameters are configured, click on ‘Save & Send Test Request’. This will send a test WhatsApp message to the specified member, confirming that the integration is successful.

5. Confirm Successful Integration

After sending the test WhatsApp alert, it is vital to confirm that the integration between Google Sheets, Vati, and Pabbly Connect is functioning correctly. Check the WhatsApp account of the member who received the alert to ensure the message is formatted and delivered as expected.

Once confirmed, the workflow will now be active. This means every day, the system will check for members whose subscriptions are expiring the next day and automatically send them WhatsApp alerts. This automation saves time and ensures that all members are informed without the need for manual intervention.

With this setup, you can manage your library subscriptions efficiently and keep all members updated about their renewal dates. The integration of Pabbly Connect with Google Sheets and Vati makes this process seamless and highly effective.

Conclusion

In conclusion, using Pabbly Connect to send automatic WhatsApp alerts for library subscription expiration is a straightforward process. By integrating Google Sheets and Vati, you can efficiently manage member notifications and ensure timely renewals. This automation not only enhances communication but also streamlines library management.