Learn how to automate the process of creating and sending certificates to students using Pabbly Connect, Google Drive, and WhatsApp. 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. Accessing Pabbly Connect for Automation
To start the process of creating and sending certificates using Pabbly Connect, you first need to access the platform. Visit the Pabbly Connect website and sign up for a free account if you don’t already have one. This platform will help you integrate various applications seamlessly.
Once logged in, you will see a dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration between Google Drive, WhatsApp, and other applications to automate the certificate sending process.
2. Setting Up Integration with Google Drive
In this section, you will set up integration between Pabbly Connect and Google Drive. This allows you to store and manage the certificates effectively. Click on the ‘Add New Application’ option in your workflow.
- Select Google Drive as the application.
- Choose the action event as ‘Upload File’.
- Connect your Google Drive account by following the on-screen instructions.
After connecting, you can specify the folder where the certificates will be saved. This is crucial for organizing your files and ensuring they are easily accessible when needed.
3. Creating and Customizing Certificates
Now, let’s move on to creating the certificates. Using Pabbly Connect, you can create a certificate template in Google Slides. This template will be used for all students who complete the Fashion Designing Course.
To create your certificate:
- Open Google Slides and create a new presentation.
- Design your certificate layout, including placeholders for student names.
- Save the presentation in Google Drive.
Once the template is ready, you can link it back to Pabbly Connect to automate the filling of student names and other details.
4. Sending Certificates via WhatsApp
After creating the certificates, the next step is to send them to students via WhatsApp using Pabbly Connect. This integration ensures that each student receives their certificate promptly after course completion.
To set up WhatsApp integration:
Add WhatsApp as the next application in your workflow. Choose the action event as ‘Send Message’. Connect your WhatsApp account and configure the message template.
This message should include the certificate link and a congratulatory note. Once set up, every time a student completes the course, they will automatically receive their certificate via WhatsApp.
5. Finalizing Your Automation Workflow
Finally, review your Pabbly Connect workflow to ensure everything is set correctly. This step is crucial to avoid any issues when sending certificates to students.
Check the following:
Ensure all application connections are active. Test the workflow by submitting a sample response. Monitor the success of the automation in real-time.
Once everything is confirmed, your automation is ready to go live. Students will now receive their certificates automatically upon completion of the Fashion Designing Course.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the process of creating and sending certificates for the Fashion Designing Course. By integrating Google Drive and WhatsApp, you can streamline your workflow and enhance the student experience.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!