Automate File Sharing from Gmail to WhatsApp with Pabbly Connect

Learn how to automate file sharing from Gmail to WhatsApp using Pabbly Connect. Follow this step-by-step tutorial to streamline your workflow. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating file sharing from Gmail to WhatsApp, first, you need to set up Pabbly Connect. This powerful integration platform allows you to create workflows that connect different applications seamlessly. Start by signing up for a free account on Pabbly Connect, which can be done in just a few minutes.

After logging into your Pabbly Connect account, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Share File from Email to WhatsApp’ and select the folder for your automation. Click on ‘Create’ to proceed. This is where the magic happens, as you will set up triggers and actions to facilitate the integration.

2. Configuring Gmail Integration with Pabbly Connect

To automate the process of sending files from Gmail to WhatsApp, you need to set Gmail as your trigger application in Pabbly Connect. However, direct integration with Gmail isn’t possible. Instead, you will use the Email Parser feature in Pabbly Connect to capture incoming emails.

• Copy the email address provided by the Email Parser in Pabbly Connect.
• Go to your Gmail account and set up forwarding to this email address.
• Confirm the forwarding by entering the verification code sent to the Pabbly Connect email address.

Once the forwarding is set up, any new email received in your Gmail account will be forwarded to Pabbly Connect. This allows you to capture all email details, including the sender’s name, email address, and any attachments. This step is crucial for ensuring that the automation works effectively.

3. Sending Files from Gmail to WhatsApp

Now that you have successfully configured Gmail with Pabbly Connect, it’s time to set up WhatsApp as your action application. For this, you will use the Wati application, which provides access to the official WhatsApp API. Select Wati as your action application in Pabbly Connect.

In the action event, choose ‘Send Template Message’. You will need to connect your Wati account by entering the API endpoint and access token. You can find these details in the Wati API documentation. After connecting, specify the WhatsApp number where you want to send the messages.

• Select the template you want to use for sending the WhatsApp message.
• Map the variables from the Gmail email such as sender name, email address, and file link into the template.
• Test the integration by sending a sample message to your WhatsApp.

With this setup, every time an email arrives in your Gmail account, the details will be forwarded to WhatsApp automatically, allowing you to streamline your communication process.

4. Adding Filters to Control Which Files are Sent

To refine your automation process in Pabbly Connect, you can set filters to control which emails trigger the WhatsApp messages. This is particularly useful if you only want to send specific files, such as invoices or receipts.

In your Pabbly Connect workflow, add a filter step after the Gmail trigger. You can specify conditions based on the email subject or body. For example, set conditions to only proceed if the subject contains the words ‘invoice’ or ‘receipt’. This allows you to manage your workflow efficiently.

Select the filter type (e.g., ‘Contains’) and specify the keywords. Add multiple conditions using ‘OR’ to ensure flexibility. Test the filter by sending a test email that meets the conditions.

By implementing these filters, you ensure that only relevant emails are forwarded to WhatsApp, making your automation more targeted and effective.

5. Conclusion: Streamline Your Workflow with Pabbly Connect

Integrating Gmail with WhatsApp using Pabbly Connect allows you to automate file sharing efficiently. By following the steps outlined in this tutorial, you can streamline your workflow and ensure timely communication. With the added ability to filter specific emails, you can maintain control over what gets sent to WhatsApp.

Utilizing Pabbly Connect not only saves time but also enhances productivity by reducing manual tasks. Start automating your processes today for a more efficient workflow!