Automate Certificate Creation and Sending via WhatsApp with Pabbly Connect

Learn how to automate the creation and sending of certificates from Google Sheets to WhatsApp using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

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

To begin automating certificate creation and sending via WhatsApp, you first need to set up Pabbly Connect. This platform enables seamless integration between Google Sheets and WhatsApp, allowing you to automate the entire process.

Start by logging into your Pabbly Connect account. If you do not have an account, you can easily create one. Once logged in, navigate to the ‘Connect’ section and click on ‘Create Workflow’ to begin setting up your automation.

2. Connecting Google Sheets to Pabbly Connect

In this section, you will connect your Google Sheets to Pabbly Connect. This step is crucial as it allows data from your Google Sheets to flow into the integration.

• Select Google Sheets as your trigger application.
• Choose the trigger event as ‘New Spreadsheet Row’.
• Connect your Google account to Pabbly Connect.
• Select the specific Google Sheet you want to use.

After setting up the trigger, test it to ensure that Pabbly Connect can fetch data from your Google Sheets. This step is essential for confirming that your integration is working correctly.

3. Creating Certificates in Google Docs

Next, you will set up the creation of certificates in Google Docs using Pabbly Connect. This step allows you to generate personalized certificates for each entry in your Google Sheets.

In the workflow, select Google Docs as your action application. Then choose the action event ‘Create Document from Template’. You will need to connect your Google account again to allow Pabbly Connect to create documents.

• Select the template you want to use for the certificate.
• Map the fields from your Google Sheets to the corresponding fields in the Google Docs template.
• Save and test the action to ensure the certificate is generated correctly.

By following these steps, you will automate the certificate creation process, allowing for personalized documents to be generated for each student listed in your Google Sheets.

4. Sending Certificates via WhatsApp

The final step is to send the generated certificates via WhatsApp using Pabbly Connect. This step completes the automation process, ensuring that each student receives their certificate directly.

Select WhatsApp as your action application and choose the action event ‘Send WhatsApp Message’. Connect your WhatsApp account to Pabbly Connect to enable message sending.

Map the phone number field from your Google Sheets to the WhatsApp message field. Attach the generated certificate document to the message. Test the action to confirm that the message is sent successfully.

Once this is done, every time a new entry is added to your Google Sheets, a certificate will be generated and sent to the respective WhatsApp number automatically through Pabbly Connect.

5. Conclusion

In this tutorial, you learned how to automate the creation and sending of certificates from Google Sheets to WhatsApp using Pabbly Connect. This integration streamlines the process, ensuring timely delivery of certificates to students.

By following the steps outlined, you can efficiently manage your certificate distribution, saving time and enhancing productivity. Utilize Pabbly Connect to simplify your workflows and improve your automation processes.