Generate E-Certificates & Share on WhatsApp Using Google Sheets & Pabbly Connect

Learn how to generate e-certificates and share them via WhatsApp using Google Sheets and Pabbly Connect. Follow our step-by-step guide for automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for E-Certificate Generation

To generate e-certificates and share them via WhatsApp, start by accessing Pabbly Connect. This powerful integration platform allows you to automate tasks across various applications, including Google Sheets and Google Slides.

First, sign in to your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks each month. After signing in, navigate to the Pabbly Connect dashboard to create your workflow.

Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating the e-certificate generation process. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. Name your workflow something descriptive, such as ‘Generate E-Certificates and Share on WhatsApp.’

Next, select the folder where you want to save this workflow. For example, you can create a folder named ‘Google Slides Automations’. After naming your workflow and selecting the folder, click on ‘Create’ to proceed. Your new workflow will now have a trigger and an action section.

Setting Up Google Sheets Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger using Google Sheets. In the trigger section, select Google Sheets as your trigger application and choose ‘New or Updated Spreadsheet Row’ as the trigger event. This means that whenever you add or update a row in your Google Sheet, the workflow will initiate.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL, as you will need it to connect Google Sheets with Pabbly Connect. Open your Google Sheet where you have intern details, go to ‘Extensions,’ then ‘Add-ons,’ and select ‘Get Add-ons.’ Search for Pabbly Connect Webhooks and install it if you haven’t already.

• Click on ‘Extensions’ again and select ‘Pabbly Connect Webhooks’.
• Choose ‘Initial Setup’ and paste the webhook URL.
• Set the trigger column to the column where your final data will be added.

After completing these steps, click ‘Submit’ to finish the setup. A confirmation message will indicate that the setup was successful. Ensure to enable the ‘Send on Event’ option in the Pabbly Connect Webhooks menu to allow data to be sent to Pabbly Connect whenever new data is added.

Creating Certificates with Google Slides via Pabbly Connect

Now, let’s set up the action to create the e-certificates using Google Slides. In the action section of your Pabbly Connect workflow, select Google Slides as your action application and choose ‘Create Presentation from Template’ as the action event. This will allow you to generate a certificate based on a pre-made template.

After selecting the action, connect your Google Slides account to Pabbly Connect by clicking ‘Add New Connection’ and authorizing access. Choose the template you created for the internship certificate and name the new presentation. You can dynamically insert the intern’s name into the certificate by mapping the data from the previous Google Sheets step.

• Select the Google Slides template for the internship certificate.
• Map the intern’s name to the appropriate fields in the template.
• Specify the location in Google Drive where the certificate will be saved.

After filling in all the required details, click on ‘Save and Send Test Request’. If successful, you will receive a presentation ID confirming that the certificate has been created.

Sharing Certificates on WhatsApp via Pabbly Connect

To share the generated certificates on WhatsApp, you need to add another action step in your Pabbly Connect workflow. Select WhatsApp Cloud API as the action application and choose ‘Send Template Message’ as the action event. This will allow you to send a WhatsApp message that includes the certificate link.

Connect your WhatsApp Cloud API to Pabbly Connect by entering the required credentials such as token and phone number ID. Next, map the intern’s phone number and the certificate link in the message body. Ensure that you have created a message template in WhatsApp that will be used for sending the message.

Enter the recipient’s phone number where the message will be sent. Map the body fields with the intern’s name and the certificate link. Click ‘Save and Send Test Request’ to send the message.

If everything is set up correctly, you should receive a WhatsApp message with the certificate link successfully sent to the intern.

Conclusion

In this tutorial, we explored how to generate e-certificates and share them via WhatsApp using Google Sheets and Pabbly Connect. By following these steps, you can automate the process of sending personalized certificates to your interns, enhancing your workflow efficiency.