How to Automate Certificate Creation and Sending via WhatsApp using Pabbly Connect

Learn how to automate the creation and sending of certificates via WhatsApp using Pabbly Connect, Google Sheets, and Google Docs in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate certificate creation and sending via WhatsApp, the first step is to set up Pabbly Connect. Start by signing into your Pabbly Connect account. If you don’t have an account, create one to access the integration features.

Once logged in, navigate to the dashboard and select the option to create a new workflow. This is where you will configure the integration between Google Sheets, Google Docs, and WhatsApp. Follow these steps:

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Send Certificates via WhatsApp’.
• Select Google Sheets as your trigger application.

After setting up the trigger, you will be directed to configure the trigger event. Choose the appropriate event that captures new rows added to your Google Sheets. This setup allows Pabbly Connect to monitor your sheet for new entries that require certificate generation.

2. Integrating Google Sheets with Pabbly Connect

The next step involves connecting your Google Sheets to Pabbly Connect. This is crucial for pulling data that will be used to create certificates. You will need to authorize Pabbly Connect to access your Google Sheets.

Follow these steps to complete the integration:

• Select the Google Sheets account you want to connect.
• Choose the specific spreadsheet containing the student data.
• Map the fields such as name, phone number, and other relevant details.

This mapping ensures that when a new row is added to your Google Sheets, Pabbly Connect can retrieve the necessary information to create a personalized certificate for each student.

3. Creating Certificates in Google Docs

After successfully integrating Google Sheets, the next step is to create certificates using Google Docs through Pabbly Connect. This involves selecting a template that will be used for the certificates.

Here’s how to proceed:

Choose Google Docs as the next application in your workflow. Select the action event to create a document from a template. Map the fields from Google Sheets to the Google Docs template, such as student names and details.

This process allows Pabbly Connect to automatically generate certificates in Google Docs for each student based on the data from your Google Sheets. Each certificate will be personalized and ready for sending.

4. Sending Certificates via WhatsApp

Once the certificates are created in Google Docs, the final step is to send them via WhatsApp using Pabbly Connect. This step ensures that students receive their certificates directly on their WhatsApp.

To send the certificates, follow these steps:

Add WhatsApp as the next application in your workflow. Select the action event to send a message with an attachment. Map the phone number field from Google Sheets and attach the generated certificate.

This integration allows Pabbly Connect to automatically send the created certificates to each student’s WhatsApp, streamlining the entire process from creation to delivery.

5. Conclusion

In this tutorial, we demonstrated how to automate the process of creating and sending certificates using Pabbly Connect, Google Sheets, and Google Docs. By following these steps, you can efficiently manage certificate distribution via WhatsApp, ensuring that every student receives their certificate promptly.

Utilizing Pabbly Connect for this integration not only saves time but also enhances the overall efficiency of your certificate management process. Start automating your workflows today!