Send Emails, WhatsApp Alerts & Notifications from a Single Workflow

Learn how to send emails and WhatsApp alerts using Pabbly Connect in a single workflow. Follow this detailed tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending emails and WhatsApp alerts, access Pabbly Connect by visiting Pabbly.com/connect. This platform enables seamless integration between various applications.

Once on the homepage, you can either sign in if you already have an account or select ‘Sign Up Free’ to create a new account. New users receive 100 free tasks every month for practicing. After logging in, you will land on the Pabbly apps page where you can select Pabbly Connect to begin your automation journey.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. You will be presented with two options: ‘Create from Scratch’ or ‘Create using AI’. Select ‘Create from Scratch’ to build your workflow manually.

• Choose the Beta workflow builder for a modern experience.
• Name your workflow, for example, ‘Send Email and WhatsApp Alert’.
• Select the folder where you want to save the workflow.

After naming and selecting the folder, click on the ‘Create’ button. You will see the option to add a trigger, which is essential for initiating your workflow.

3. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the trigger is the event that starts your workflow. For this automation, we will use ‘Webhook by Pabbly’ as the trigger app. Click on ‘Add Trigger’ and select ‘Webhook by Pabbly’ from the list.

Choose the event ‘Catch Webhook’ and click on the ‘Connect’ button. You will receive a unique webhook URL. Copy this URL and integrate it into your website form code. This URL acts as a bridge between your website form and Pabbly Connect.

• Paste the webhook URL in your website form code.
• Save the changes in your website code.
• Test the integration by submitting a test lead through your form.

After submitting the form, return to Pabbly Connect to verify that the data was received successfully.

4. Sending Emails via Gmail Integration

Once the trigger is successfully set up, the next step in Pabbly Connect is to send emails using Gmail. Click on ‘Add Action’ and select Gmail as the action app. Choose the event ‘Send Email’ and click ‘Connect’.

For the email setup, you will need to enter the sender’s name, sender’s email address, and the recipient’s email address. Use the mapping feature to dynamically insert the recipient’s email from the webhook response.

Enter a subject for the email. Compose the email body, mapping the lead’s name. Click ‘Save and Send Test Request’ to send the email.

Check your Gmail account to confirm that the email has been received with the correct details.

5. Sending WhatsApp Alerts Using Pabbly Connect

After successfully sending the email, the final step is to send WhatsApp alerts. In Pabbly Connect, add another action and select ‘WhatsApp Cloud API’. Choose the event ‘Send Template Message’ and click ‘Connect’.

You will need to input your WhatsApp API credentials, including the access token and phone number ID. After connecting, you can map the recipient’s phone number and select the template you previously created.

Enter the language code for the message. Map the lead’s name in the message template. Click ‘Save and Send Request’ to send the WhatsApp message.

Verify in your WhatsApp account to ensure the message was sent successfully, confirming that your automation works flawlessly.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send emails and WhatsApp alerts from a single workflow. By following these steps, you can streamline your communication process and enhance your business efficiency.

Start using Pabbly Connect today to automate your workflows and improve your operational efficiency in sending notifications.