Create Thousands of Dynamic PDF Files from Google Sheets & Send on WhatsApp Using Pabbly Connect

Learn how to create dynamic PDF files from Google Sheets and send them via WhatsApp using Pabbly Connect. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the creation of dynamic PDF files from Google Sheets, you need to access Pabbly Connect. This platform will serve as the integration hub for connecting Google Sheets, Google Slides, and WhatsApp.

After logging into your Pabbly Connect account, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Dynamic PDF Creation and Sending on WhatsApp’. This sets the stage for your automation process.

2. Setting Up Google Sheets to Capture Data

The next step involves preparing your Google Sheets with the necessary data. You should have columns for participants’ names, WhatsApp numbers, email addresses, and the competition names. This data will drive the dynamic PDF creation process.

• Ensure your Google Sheet has all required participant information.
• Column A: Participant Name
• Column B: WhatsApp Number
• Column C: Email Address
• Column D: Competition Name

Once your Google Sheets is ready, the next step is to connect it to Pabbly Connect. This will allow the automation to trigger every time new data is added to the sheet.

3. Creating a Certificate Template in Google Slides

After setting up Google Sheets, the next step is to create a certificate template in Google Slides. This template will be used to dynamically generate certificates for each participant based on the data in your Google Sheets.

In Pabbly Connect, select Google Slides as the action application. Choose the action event as ‘Create Presentation from Template’. This action will allow you to specify which template to use for generating certificates.

• Select your pre-designed certificate template.
• Map the participant’s name and other variables into the template fields.
• Ensure the template includes placeholders for dynamic data.

Completing this step ensures that every time a new participant’s data is added, a personalized certificate will be generated automatically through Pabbly Connect.

4. Sending Certificates via WhatsApp Using Pabbly Connect

Once the certificates are generated, the next task is to send them via WhatsApp. For this, you will need to integrate a WhatsApp API service, such as Vati, with Pabbly Connect.

In your Pabbly Connect workflow, add Vati as an action application and select the action event ‘Send Template Message’. You will need to map the WhatsApp numbers and the generated PDF links to send the certificates.

Map the recipient’s WhatsApp number from Google Sheets. Add the generated PDF link in the message template. Ensure that the message includes a friendly note and the certificate link.

This integration allows Pabbly Connect to automate the sending of certificates to participants seamlessly.

5. Enabling Bulk Processing of Certificates

To create and send certificates in bulk, you need to adjust the settings in Pabbly Connect. After testing your automation with a single entry, you can enable the ‘Send All Data’ option in the Pabbly Connect Webhooks add-on.

This will allow Pabbly Connect to process all entries in your Google Sheets automatically, generating and sending certificates for each participant without manual intervention.

Once enabled, you will see certificates being created and sent to WhatsApp in real-time, demonstrating the power of Pabbly Connect in automating repetitive tasks efficiently.

Conclusion

Using Pabbly Connect, you can automate the creation of thousands of dynamic PDF files from Google Sheets and send them via WhatsApp. This process saves time and ensures accuracy in distributing certificates to participants.