Automate Certificate Creation with Google Forms and WhatsApp Using Pabbly Connect

Learn how to automate certificate creation from Google Forms responses and send them via WhatsApp using Pabbly Connect. Follow our step-by-step guide! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

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

To begin automating certificate creation from Google Forms responses, you first need to set up Pabbly Connect. This platform enables seamless integration between Google Forms and WhatsApp, allowing you to send certificates automatically. Start by visiting the Pabbly website and signing in to your account or creating a new one.

Once logged in, navigate to the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘Google Forms to Google Docs to WhatsApp’ for easy identification. This step is crucial as it sets the stage for all subsequent actions in your integration.

2. Configuring Google Forms to Capture Responses

Now that you have set up Pabbly Connect, the next step is to configure your Google Form. Create a form that collects necessary information like first name, last name, the type of tree to be planted, and the WhatsApp number. Ensure the WhatsApp number field is marked as mandatory for proper data collection.

• Add fields for First Name, Last Name, Tree Type, and WhatsApp Number.
• Set the WhatsApp Number field to required.
• Create a Google Sheet to collect responses automatically.

After setting up your form, link it to a Google Sheet by clicking on the ‘Responses’ tab and selecting the ‘Create Spreadsheet’ option. This Google Sheet will serve as the data source for Pabbly Connect to trigger actions when a new response is received.

3. Integrating Google Sheets with Pabbly Connect

With your Google Form and Sheet ready, the next step is integrating Google Sheets with Pabbly Connect. Go back to your Pabbly Connect workflow and set Google Sheets as the trigger application. Choose the trigger event as ‘New Response in Spreadsheet’ to capture data whenever a new form is submitted.

In the trigger setup, select the Google Sheet you created earlier. This ensures that every time a form is filled out, the data will flow into Pabbly Connect. After setting this up, test the trigger to confirm that the data is being captured correctly from the Google Sheet.

4. Creating Certificates in Google Docs

Now that Pabbly Connect is capturing responses, it’s time to create certificates using Google Docs. In your workflow, add a new action step and select Google Docs as the application. Choose the action event ‘Create Document from Template’ to generate a certificate using a predefined template.

Select the template you created for certificates and map the fields from the Google Sheet to the document. For instance, use placeholders like {{first_name}}, {{last_name}}, and {{tree_type}} in your template. This dynamic mapping allows Pabbly Connect to personalize each certificate based on the form responses.

5. Sending Certificates via WhatsApp Using Pabbly Connect

Finally, to send the generated certificates via WhatsApp, add another action step in Pabbly Connect and select Chat API as the application. Choose the action event ‘Send Link’ to dispatch the certificate link to the user’s WhatsApp number collected from the form.

Configure the Chat API settings by entering your API URL and token. Then, map the WhatsApp number and the link to the certificate document generated in the previous step. This setup will ensure that each respondent receives their personalized certificate link directly on WhatsApp, completing the automation process.

Conclusion

By using Pabbly Connect, you can automate the process of creating certificates from Google Forms responses and send them via WhatsApp effortlessly. This integration streamlines your workflow and enhances communication with participants.