Automate File Sharing from Gmail to WhatsApp with Pabbly Connect

Learn how to automate file sharing from Gmail to WhatsApp using Pabbly Connect. Step-by-step tutorial for seamless integration and automation. 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. Setting Up Pabbly Connect for Automation

To automate file sharing from Gmail to WhatsApp, we will use Pabbly Connect. Start by creating a free account on Pabbly Connect. This process takes just a few minutes and allows you to access automation tasks.

Once logged in, navigate to the dashboard of Pabbly Connect and click on the blue button labeled ‘Create Workflow’. Name your workflow, for example, ‘Share File from Email to WhatsApp Automatically’. Select the folder where you want to save this workflow and click ‘Create’.

2. Defining Trigger and Action in Pabbly Connect

In Pabbly Connect, you will see two boxes labeled as Trigger and Action. The Trigger signifies the event that starts the automation, while the Action is what happens as a result. For this use case, select Gmail as your Trigger application and choose ‘New Email’ as the trigger event.

• Select Gmail as the Trigger application.
• Choose ‘New Email’ as the trigger event.
• Connect Gmail with Pabbly Connect using the Email Parser.

After setting up the trigger, connect your Gmail account to Pabbly Connect using the Email Parser. This step is essential as it allows Pabbly Connect to receive emails from Gmail.

3. Forwarding Emails to Pabbly Connect

To ensure emails are forwarded to Pabbly Connect, you need to set up a forwarding address in your Gmail settings. Copy the email address provided by Pabbly Connect and go to your Gmail account.

• Navigate to Gmail settings and select ‘Forwarding and POP/IMAP’.
• Add the forwarding address copied from Pabbly Connect.
• Confirm the forwarding address by following the verification link sent to Pabbly Connect.

Once the forwarding setup is complete, any new emails received will be sent to Pabbly Connect for processing.

4. Integrating WhatsApp with Pabbly Connect

Next, you will set up WhatsApp as the Action application in Pabbly Connect. Choose WhatsApp and select the action event as ‘Send Template Message’. Connect your WhatsApp account by entering the API endpoint and access token from your WhatsApp provider.

After connecting, specify the WhatsApp number to which you want to send the messages. Prepare a message template that includes variables for dynamic content, such as the sender’s name and email details. This ensures that the message sent via Pabbly Connect is personalized and informative.

5. Filtering Emails Before Sending to WhatsApp

To filter which emails get forwarded to WhatsApp, use the filtering feature in Pabbly Connect. You can set conditions based on the subject line or email content. For example, configure the filter to only forward emails with the words ‘receipt’ or ‘invoice’ in the subject line.

Select ‘Filter’ as the Action event in Pabbly Connect. Specify conditions for the subject line and body text. Choose the action to proceed if the conditions are met.

This filtering will ensure that only relevant emails are sent to WhatsApp, enhancing the efficiency of your automation process with Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate file sharing from Gmail to WhatsApp using Pabbly Connect. This integration allows for efficient communication and file management, ensuring that important emails are forwarded promptly to WhatsApp. With the right setup, you can streamline your workflow and enhance productivity.