Automate Certificate Creation with Google Forms and WhatsApp Using Pabbly Connect

Learn how to automate certificate creation from Google Forms responses and send them via WhatsApp using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration

In this section, we will learn how to set up Pabbly Connect to automate the process of sending certificates via WhatsApp when a Google Form is filled. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Google Forms to Google Docs to WhatsApp.’ This will help you keep your integrations organized. After naming your workflow, you will see two windows: the trigger window and the action window.

2. Configuring Google Forms Trigger in Pabbly Connect

To set up the trigger, select Google Forms as the app in the trigger window. Choose the event as ‘New Response in Spreadsheet.’ This means that every time a new form is submitted, it will trigger the workflow in Pabbly Connect.

• Select the Google Form you want to connect.
• Ensure that your form responses are linked to a Google Sheet.
• Test the trigger to ensure it captures the data correctly.

After configuring the trigger, make sure to save your settings. This step is crucial as it allows Pabbly Connect to listen for new responses from your Google Form, which will then be processed in the subsequent steps.

3. Creating Certificates in Google Docs Using Pabbly Connect

Next, we will configure the action to create certificates in Google Docs. Select Google Docs as the app in the action window. Choose the event ‘Create Document from Template.’ This allows you to generate a certificate based on a pre-defined template.

Connect to your Google Docs account and select the template you want to use for the certificates. Map the fields from the Google Form responses to the corresponding fields in your Google Docs template. For instance, the name of the participant should be mapped to the name field in the certificate template.

• Ensure the template includes all necessary dynamic tags for participant details.
• Set the document name dynamically based on the participant’s name and roll number.
• Select the folder in Google Drive where the certificate will be saved.

Once everything is set up correctly, save the action. This will enable Pabbly Connect to create a personalized certificate each time a form is submitted.

4. Sharing Certificates on WhatsApp via Pabbly Connect

After creating the certificates, the next step is to share them via WhatsApp. In the action window, add another action step and select Chat API as the app. Choose the action event ‘Send Link’ to send the generated certificate link to the participant’s WhatsApp number.

Connect your Chat API account and configure the fields required for sending the message. Map the WhatsApp number field from the Google Form responses to the recipient’s phone number field in the Chat API settings. Also, include the link to the certificate in the message body.

Ensure the message includes a friendly greeting and the certificate link. Test the integration to confirm that the message is sent successfully. Check the WhatsApp account to ensure the message appears correctly.

Once you have tested and confirmed that the WhatsApp message is sent, save this action. This finalizes the integration, allowing Pabbly Connect to automate the entire process from Google Forms to WhatsApp.

5. Conclusion

In this tutorial, we explored how to automate the creation of certificates from Google Forms responses and send them via WhatsApp using Pabbly Connect. By following these steps, you can streamline the process, saving time and enhancing communication with participants.

Utilizing Pabbly Connect allows for seamless integration between Google Forms, Google Docs, and WhatsApp, ensuring that every participant receives their certificate promptly and efficiently.