How to Generate E-Certificates and Send Them on WhatsApp Automatically Using Pabbly Connect

Learn to generate e-certificates and send them via WhatsApp automatically using Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for E-Certificate Generation

To generate e-certificates and send them via WhatsApp automatically, the first step is to access Pabbly Connect. This platform will allow you to integrate various applications seamlessly. Begin by creating an account on Pabbly Connect if you haven’t already.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will set up the initial integration that connects Google Forms (for collecting participant details) with WhatsApp (for sending the e-certificates). This setup will streamline the process of certificate generation and distribution.

2. Integrating Google Forms with Pabbly Connect

The next step involves integrating Google Forms with Pabbly Connect. This integration is crucial for collecting participant information needed for the e-certificates. Start by selecting Google Forms as your trigger application.

• Choose the specific Google Form that participants will fill out.
• Set the trigger event to capture new form responses.
• Connect your Google account to Pabbly Connect for access.

After configuring these settings, test the trigger to ensure that Pabbly Connect can successfully fetch responses from your Google Form. This step is essential for the automation to work effectively.

3. Creating E-Certificates with Google Slides through Pabbly Connect

Now that you have integrated Google Forms with Pabbly Connect, the next step is to create the e-certificates using Google Slides. Set Google Slides as your action application in Pabbly Connect. This will allow you to generate certificates based on the data collected from the form.

Follow these steps to create the certificate:

• Select the template for your certificate from Google Slides.
• Map the fields from Google Forms to the corresponding fields in your certificate template.
• Save the generated certificate as a PDF file.

By following these steps, Pabbly Connect will automatically generate certificates for each participant based on their responses in Google Forms, making the process efficient and error-free.

4. Sending E-Certificates via WhatsApp Using Pabbly Connect

After generating the e-certificates, the next step is to send them via WhatsApp, facilitated by Pabbly Connect. This integration allows for automated messaging, ensuring that participants receive their certificates without delay.

To set this up, select WhatsApp as your action application in Pabbly Connect. Here’s how to proceed:

Choose the action event to send a message. Map the recipient’s phone number and attach the PDF certificate generated earlier. Customize the message to include a congratulatory note along with the certificate.

Once the setup is complete, test the integration to ensure that the e-certificates are sent successfully through WhatsApp. This automation saves time and ensures that participants receive their certificates promptly.

5. Finalizing and Testing Your Pabbly Connect Workflow

With all integrations set up, it’s crucial to finalize and test your entire workflow in Pabbly Connect. This ensures that every step from collecting responses to sending certificates works seamlessly. Start by running a test submission through your Google Form.

Monitor the workflow in Pabbly Connect to confirm that each action is triggered correctly. Check for the following:

Ensure the response is captured in Pabbly Connect. Verify that the certificate is generated correctly in Google Slides. Confirm that the WhatsApp message with the certificate is sent to the participant.

Once everything is verified, your automated system for generating and sending e-certificates via WhatsApp is ready to go live, enhancing your event’s professionalism and efficiency.

Conclusion

In this tutorial, you learned how to generate e-certificates and send them automatically via WhatsApp using Pabbly Connect. This process not only streamlines certificate distribution but also enhances participant engagement. By following these steps, you can efficiently manage your e-certificates for any seminar or webinar.