How to Generate & Send PDFs from Google Sheets on WhatsApp Using Pabbly Connect

Learn how to automate the process of generating and sending PDFs from Google Sheets on WhatsApp using Pabbly Connect in this detailed 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

Accessing Pabbly Connect for Automation

To begin the process of generating and sending PDFs from Google Sheets on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see various options. Click on the ‘Create Workflow’ button located at the top right corner to initiate the automation process.

Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that automates the process of generating PDFs from Google Sheets. After clicking ‘Create Workflow’, a dialog box will prompt you to name your workflow. Name it something like ‘Generate and Send PDFs from Google Sheets to WhatsApp’. using Pabbly Connect

Next, you need to select a folder to save this workflow. If you want to create a new folder, click on the plus button. For this example, select the folder named ‘WhatsApp Automations’. This organization will help you manage your workflows effectively.

Setting Up Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. Click on the arrow to choose your trigger application. For this automation, select Pabbly Connect and then choose ‘Google Sheets’ as the trigger application. The trigger event should be set to ‘New or Updated Spreadsheet Row’.

Once selected, Pabbly Connect will provide you with a unique webhook URL. This URL is crucial as it connects Google Sheets with Pabbly Connect. Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Webhooks’ and install it if you haven’t already.

• Click on Extensions again, select ‘Pabbly Webhooks’, and then click on ‘Initial Setup’.
• Paste the webhook URL provided by Pabbly Connect.
• Set the trigger column, which will be the final data column (e.g., Column E).

After completing these steps, click on Submit to configure the webhook successfully. Make sure to enable the ‘Send on Event’ option in the Pabbly Webhooks menu to ensure data is sent to Pabbly Connect whenever a new entry is added to your Google Sheets.

Setting Up Action Steps in Pabbly Connect

Now that your trigger is set up, it’s time to define the action steps. Click on the arrow to choose the action application. For this integration, select Pabbly Connect and then choose ‘Google Docs’ as your action application. The action event will be ‘Create Document from Template’.

Connect Google Docs with Pabbly Connect by clicking on ‘Connect’ and then select the template you created earlier (e.g., ‘Letter of Participation’). You will need to map the data from the trigger step to this template. This includes setting the document name based on the participant’s name and other relevant information.

• Select the folder in Google Drive where the document will be saved.
• Map the event date and participant details from the previous step.
• Click on ‘Save and Send Test Request’ to create the document.

If successful, a new document will be created in the specified Google Drive folder, ready to be shared.

Sharing Document and Sending WhatsApp Message

After creating the document, the next step is to make it accessible. Select Google Drive again as the action application and choose the action event ‘Share File with Anyone’. Connect this action to Pabbly Connect and map the document ID received from the previous action step.

Once the document is shared, you can send the PDF link via WhatsApp. Add another action, selecting the WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Configure the connection using your WhatsApp API details.

Select the template you created for the WhatsApp message. Map the recipient’s mobile number and include the PDF link in the message body. Click ‘Save and Send Test Request’ to send the message.

Once the test request is successful, you will receive a WhatsApp message with the PDF link sent to the specified number, completing the automation process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the generation and sending of PDFs from Google Sheets on WhatsApp. By following the steps outlined, you can efficiently manage participant information and ensure timely communication with your audience.

Utilizing Pabbly Connect not only simplifies your workflow but also enhances your event management capabilities. Now you can focus on planning successful events while automating routine tasks.