Automatically Send Message with PDF File on WhatsApp Using Pabbly Connect

Learn how to automatically send a WhatsApp message with a PDF file using Pabbly Connect, Google Sheets, and Chat API in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To automatically send a message with a PDF file on WhatsApp, the first step is to set up Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in or creating a new account. After logging in, navigate to the dashboard and select the option to create a new workflow.

In the workflow setup, you will be prompted to name your workflow. For this tutorial, you can name it ‘Google Sheets to WhatsApp PDF’. This integration will allow you to connect Google Sheets and WhatsApp through Pabbly Connect. Now, you need to choose Google Sheets as the trigger app.

2. Configuring Google Sheets with Pabbly Connect

Once you have chosen Google Sheets as the trigger app in Pabbly Connect, select the trigger event as ‘New Spreadsheet Row’. This event will be triggered every time a new row is added in your Google Sheets document, which contains the information needed to send the PDF file.

• Enter the name of the PDF recipient in the first column.
• Input the WhatsApp number in the second column.
• Paste the PDF link in the third column.

After setting up your Google Sheet, ensure that the Pabbly Connect Webhook add-on is installed. This can be done by navigating to the Add-ons menu in Google Sheets, selecting Pabbly Connect Webhooks, and following the installation prompts. This step is crucial for linking Google Sheets with Pabbly Connect.

3. Integrating Webhook with Google Sheets

To complete the integration, go back to your Google Sheets and access the Pabbly Connect Webhooks add-on. Click on ‘Initial Setup’ to configure the webhook URL and the trigger column. The trigger column should be set to the last column where data will be entered, which is typically the column containing the PDF link.

Copy the webhook URL from Pabbly Connect and paste it into the appropriate field in the Google Sheets add-on. This URL will allow Pabbly Connect to receive data whenever a new row is added. Finally, select the option to send on event, ensuring that data is sent to Pabbly Connect whenever the trigger column is filled.

4. Sending the PDF via WhatsApp

After successfully setting up the webhook, the next step is to send the PDF file via WhatsApp using the Chat API integrated with Pabbly Connect. In your Pabbly Connect workflow, choose Chat API as the action app and select the action event as ‘Send a File’. This will facilitate sending the PDF file to the specified WhatsApp number.

In the setup, enter your Chat API URL and token obtained from the Chat API dashboard. Map the phone number and the PDF link from the Google Sheets data received by Pabbly Connect. This mapping process allows you to personalize the message sent to the recipient, ensuring they receive the correct PDF file.

5. Finalizing the Integration and Testing

To finalize the integration, you can add an optional step to send a personalized message along with the PDF file. This can be done by adding another action in your workflow to send a message via Chat API. Simply choose the action event ‘Send Message’ and map the phone number along with the message body.

After configuring all steps, click on ‘Save and Send Test Request’ to ensure everything is functioning correctly. You should see a positive response indicating that the message has been sent successfully. Check the WhatsApp profile of the recipient to confirm that they received the PDF file along with the message, demonstrating the successful integration of Google Sheets, Chat API, and Pabbly Connect.

Conclusion

This tutorial demonstrated how to automatically send a message with a PDF file on WhatsApp using Pabbly Connect. By integrating Google Sheets and Chat API, you can streamline your communication process effortlessly. This setup not only saves time but also enhances the efficiency of your messaging system.