Automate Certificate Creation and Delivery with Pabbly Connect, Google Forms, and WhatsApp

Learn how to automate certificate creation and delivery using Pabbly Connect, Google Forms, and WhatsApp in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating the certificate creation and delivery process, we will use Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in. If you don’t have an account, you can create one easily in just a few minutes.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow. For this tutorial, you can name it ‘Google Forms to WhatsApp Certificate Automation’ and then click on ‘Create’.

2. Setting Up Google Forms as the Trigger in Pabbly Connect

Now that you’ve set up your workflow in Pabbly Connect, the next step is to select Google Forms as the trigger app. In the trigger window, choose ‘Google Forms’ from the list of applications. Then select the trigger event as ‘New Response in Spreadsheet’. This is important because the responses from Google Forms are stored in Google Sheets.

• Choose Google Forms as the application.
• Select ‘New Response in Spreadsheet’ as the trigger event.
• Connect your Google account to Pabbly Connect.

After selecting the trigger, you need to authorize Pabbly Connect to access your Google account. This allows it to fetch the data from the Google Sheets linked with your Google Forms. Make sure to test the trigger to ensure it captures the responses correctly.

3. Creating a Certificate Using Google Slides in Pabbly Connect

With the trigger set up, the next step is to create a certificate using Google Slides. In your Pabbly Connect workflow, add an action step and select ‘Google Slides’ as the application. Choose the action event ‘Create Presentation from Template’.

You’ll need to connect your Google Slides account to Pabbly Connect. Once connected, select the template you wish to use for the certificate. This template will automatically populate with the data collected from the Google Forms submission.

• Select the Google Slides template for the certificate.
• Map the fields from the Google Forms response to the certificate template.
• Ensure the certificate includes dynamic tags for personalization.

This step ensures that each certificate generated is unique and tailored to the individual who filled out the Google Form.

4. Sending the Certificate via WhatsApp Using Pabbly Connect

After creating the certificate, the next step is to send it via WhatsApp. In your Pabbly Connect workflow, add another action step and choose ‘Chat API’ as the application. Select the action event ‘Send a Link’.

Connect your Chat API account to Pabbly Connect. Here, you will need to map the phone number from the Google Forms submission to ensure the certificate link is sent to the correct recipient. Additionally, include the link to the certificate in the message body.

Map the phone number to send the WhatsApp message. Include the link to the generated certificate in the message. Compose a personalized message for the recipient.

Once you have set up the message, test the action to ensure that the certificate is successfully sent to the intended recipient on WhatsApp.

5. Final Steps and Testing Your Pabbly Connect Workflow

After configuring all the steps in Pabbly Connect, it’s essential to test the entire workflow. Submit a response through your Google Form and observe if the certificate is created and sent via WhatsApp as expected. Check your Google Drive to ensure the certificate is saved correctly.

Make any necessary adjustments to the mapping and configurations if the test does not yield the desired results. Once everything is functioning correctly, your automation is ready for use!

In summary, using Pabbly Connect to integrate Google Forms and WhatsApp allows for a seamless and automated certificate delivery process. This not only saves time but also enhances the experience for the recipients.

Conclusion

In this tutorial, we explored how to automate the process of creating and sending certificates using Pabbly Connect, Google Forms, and WhatsApp. By following these steps, you can efficiently manage certificate delivery without manual effort, enhancing productivity and user satisfaction.