Create and Send Certificates via WhatsApp Using Pabbly Connect

Learn how to create certificates and send them as PDFs to students via WhatsApp using Pabbly Connect in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Integrate Google Forms with Pabbly Connect

To start the process of creating certificates and sending them via WhatsApp, first, you need to integrate Google Forms with Pabbly Connect. This integration allows you to collect student data effectively. You will need to create a Google Form where students can input their details, such as their name and course completion date.

Once your Google Form is ready, follow these steps to connect it with Pabbly Connect:

• Open Pabbly Connect and click on ‘Create Workflow.’
• Select Google Forms as your trigger app.
• Choose the ‘New Response’ trigger event.
• Connect your Google account and select the form you created.

After completing these steps, Pabbly Connect will automatically capture responses from your Google Form, allowing you to move to the next integration step smoothly.

2. Generate Certificates in Google Docs via Pabbly Connect

With the data collected from Google Forms, the next step is to generate certificates using Google Docs through Pabbly Connect. This process automates the creation of personalized certificates for each student based on their responses.

To set this up in Pabbly Connect, you will need to:

• Add a new action step in your workflow and select Google Docs as the action app.
• Choose ‘Create Document’ as the action event.
• Map the fields from Google Forms to your certificate template in Google Docs.
• Save the document in a designated Google Drive folder.

This will ensure that a personalized certificate is generated for each student automatically, utilizing their information from the form.

3. Send Certificates via WhatsApp Using Pabbly Connect

Once the certificates are generated, the next step is to send them to students via WhatsApp using Pabbly Connect. This step ensures that students receive their certificates promptly and conveniently.

To send the certificates, follow these steps in Pabbly Connect:

Add another action step and select WhatsApp as the action app. Choose ‘Send Message’ as the action event. Map the WhatsApp number and the link to the generated certificate PDF. Customize the message you want to send along with the certificate link.

By completing these steps, Pabbly Connect will automatically send the certificate to each student via WhatsApp as soon as their form is submitted and their certificate is created.

4. Test the WhatsApp Integration with Pabbly Connect

After setting up the workflow, it’s crucial to test the WhatsApp integration to ensure that everything is functioning correctly. This testing phase will help you verify that students receive their certificates without any issues.

To test the integration in Pabbly Connect:

Submit a test response through your Google Form. Check your Google Drive for the generated certificate. Verify that the WhatsApp message is sent with the correct certificate link.

If all tests are successful, your automation is ready to go live, ensuring a seamless experience for your students.

5. Conclusion

In conclusion, using Pabbly Connect allows you to efficiently create and send certificates to students via WhatsApp. By integrating Google Forms, Google Docs, and WhatsApp, you can automate the entire process, saving time and enhancing student satisfaction.

This detailed guide on leveraging Pabbly Connect for certificate creation and distribution highlights the importance of automation in educational settings. Start using this powerful tool today to streamline your processes!