Automate Certificate Creation and Distribution for Company Training Programs Using Pabbly Connect

Learn how to automatically create and send certificates for your company training program using Pabbly Connect, Google Forms, and WhatsApp. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Certificate Automation

To automate the creation and distribution of certificates for your company training program, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account.

Once you are logged in, you will see a dashboard. Here, you can create a new workflow by clicking on the ‘Create New Workflow’ button. Name your workflow something relevant, such as ‘Send Certificates to Trainees on WhatsApp’. This will help you keep track of your automation process.

2. Integrating Google Forms with Pabbly Connect

The first step in the automation process is to connect Google Forms to Pabbly Connect. This integration allows you to collect data from trainees who fill out the form. Click on the first application field and search for ‘Google Forms’.

• Select the trigger event for new form submissions.
• Copy the generated webhook URL from Pabbly Connect.
• Go to your Google Form, click on ‘Responses’, and create a Google Sheet to capture the data.

After setting up the Google Sheet, return to Pabbly Connect and test the connection by submitting a test response in your Google Form. This will ensure that the data is captured correctly in Pabbly Connect.

3. Creating Certificates with Google Slides

Next, we will integrate Google Slides with Pabbly Connect to create certificates for the trainees. Click on the plus icon to add another application and search for ‘Google Slides’.

Select the action event as ‘Create Presentation from Template’. Connect your Google account and choose the template you created for the certificates. Ensure that the template includes placeholders for the trainee’s name and the date.

• Map the trainee’s name and formatted date into the respective fields.
• Set the location in Google Drive where the certificate will be saved.

After mapping these fields, test the Google Slides connection to ensure that a certificate is generated successfully whenever a form is submitted.

4. Saving Certificates in Google Drive

To store the generated certificates, integrate Google Drive with Pabbly Connect. This allows you to save each certificate in a designated folder. Add Google Drive as the next application in your workflow.

Select the action event ‘Share a File with Anyone’ and connect your Google Drive account. You will need to map the presentation ID from the previous step to share the generated certificate.

Ensure that the file ID is correctly mapped to allow sharing. Test the integration to confirm that the certificate is saved and accessible.

Once this integration is successful, you will have a certificate saved in Google Drive for each trainee who submits the form.

5. Sending Certificates via WhatsApp using 360 Dialog

The final step is to send the certificates to the trainees via WhatsApp. For this, you will use the 360 Dialog integration with Pabbly Connect. Click to add another application and search for ‘360 Dialog’.

Select the action event ‘Send Template Message’. You will need to enter your API key and domain from your 360 Dialog account to connect.

Map the recipient’s mobile number, ensuring that it includes the country code. Include the PDF link for the certificate in the message body.

After mapping all required fields, test the WhatsApp integration to confirm that the message is sent successfully to the trainee’s number with the certificate attached.

Conclusion

By following these steps using Pabbly Connect, you can automate the process of creating and sending certificates for your company training program efficiently. This integration not only saves time but also ensures that each trainee receives their certificate promptly via WhatsApp.