Create Dynamic PDF Files from Google Sheets and Send via WhatsApp Using Pabbly Connect

Learn how to automate the creation of dynamic PDF files from Google Sheets and send them via WhatsApp using Pabbly Connect in this step-by-step tutorial.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To start creating dynamic PDF files from Google Sheets and send them via WhatsApp, you first need to access Pabbly Connect. This powerful integration platform allows you to automate workflows between different applications without any coding.

Begin by signing up for a free account on Pabbly Connect. Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Dynamic PDF Creation and WhatsApp Sending’. After naming, select the folder where you want to save this workflow and click ‘Create’.

Preparing Google Sheets for Data Collection

Next, you need to prepare your Google Sheets with the necessary data. This includes the participants’ names, WhatsApp numbers, email addresses, and competition names. This data will be used to generate personalized certificates.

Once your data is in place, go back to Pabbly Connect and set Google Sheets as your trigger application. Select the event as ‘New or Updated Spreadsheet Row’. Pabbly Connect will provide you with a webhook URL, which you will need to copy and paste into the Google Sheets add-on. You can install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace if you haven’t done so already.

• Open Google Sheets and go to Extensions > Add-ons > Get add-ons.
• Search for Pabbly Connect Webhooks and install it.
• Open the add-on, click on Initial Setup, and paste the webhook URL.

After pasting the URL, select the trigger column where new data will be added. This setup ensures that every time a new participant is added, Pabbly Connect will trigger the workflow automatically.

Creating Dynamic Certificates Using Google Slides

With your Google Sheets set up, the next step is to create a certificate template in Google Slides. This template will be used to generate personalized certificates for each participant. Open Google Slides, design your certificate, and use variables for dynamic content such as participant names and competition names.

Now, return to Pabbly Connect and select Google Slides as your action application. Choose the action event ‘Create Presentation from Template’. Connect your Google Slides account to Pabbly Connect, and select the certificate template you created earlier. You will see fields for the variables you set up in your template.

• Map the participant’s name from Google Sheets to the corresponding field in Google Slides.
• Provide a static title for the certificate, such as ‘Certificate of Participation’.
• Select the folder in Google Drive where the generated certificates will be saved.

After mapping all the necessary fields, click ‘Save and Send Test Request’ to verify that the certificate is generated correctly.

Sending Certificates on WhatsApp Using Pabbly Connect

The final step is to send the generated certificates via WhatsApp. For this, you will need to use an application that integrates with WhatsApp, such as Vati. In Pabbly Connect, add Vati as another action application and select the action event ‘Send Template Message’.

Connect your Vati account by providing the necessary API credentials. Map the WhatsApp number from your Google Sheets data, and select the template you created in Vati for sending the certificates. Make sure to include the link to the generated PDF certificate in the message.

Ensure the WhatsApp number is formatted correctly without the plus sign. Provide a broadcast name for your message. Map all required variables in the message template.

After completing the setup, send a test message to confirm that everything works as intended. You should see the certificate sent to the specified WhatsApp number.

Generating and Sending Bulk Certificates Automatically

Once the individual certificate generation and sending process is confirmed to be working, you can enable bulk processing. In the Pabbly Connect Webhooks add-on, switch from ‘Send on Event’ to ‘Send All Data’. This will trigger the automation to process all existing entries in your Google Sheets.

After enabling this option, Pabbly Connect will automatically generate and send all certificates in bulk. You will see the certificates being created in your Google Drive and sent to respective WhatsApp numbers in real-time.

With Pabbly Connect, you can automate an entire workflow, allowing you to generate thousands of dynamic PDF files from Google Sheets data and send them via WhatsApp without manual intervention. This saves you time and ensures accuracy in your communications.

Conclusion

Using Pabbly Connect, you can efficiently create thousands of dynamic PDF files from Google Sheets data and automatically send them via WhatsApp. This powerful integration streamlines processes and enhances productivity.