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 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 generate and send PDFs from Google Sheets on WhatsApp, first, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging into your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once logged in, you will see the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will prompt you to name your workflow, so enter a name like ‘Generate and Send PDFs from Google Sheets to WhatsApp’ and select a folder to save it.

2. Setting Up Trigger with Google Sheets in Pabbly Connect

In this step, you will set up a trigger in Pabbly Connect using Google Sheets. Click on the arrow to choose your trigger application, which will be Google Sheets. Select the trigger event as ‘New or Updated Spreadsheet Row’. This will initiate the automation whenever new data is added to your Google Sheets.

• Choose Google Sheets as the trigger application.
• Select the trigger event ‘New or Updated Spreadsheet Row’.
• Copy the provided webhook URL.

Next, open your Google Sheets and go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Webhooks’ and install it. After installation, go back to Extensions > Pabbly Webhooks > Initial Setup. Paste the copied webhook URL and set the trigger column to the final data column, which is typically column E. Click on Submit to complete the setup.

3. Creating Documents Using Google Docs

The next step involves creating documents with Google Docs using Pabbly Connect. After setting up the trigger, click on the action step to select Google Docs as your action application. Choose the action event ‘Create Document from Template’. This allows you to generate a document based on a predefined template.

Connect Google Docs by clicking on ‘Connect’ and authorizing access. Select the template you created earlier for the letter of participation. For the new document name, map the participant’s name followed by ‘- Letter of Participation’. Make sure the document is saved in the correct Google Drive folder.

• Select the template document for the letter of participation.
• Map the participant’s name for the new document name.
• Specify the folder where the document will be saved.

After filling in the required fields, click on ‘Save and Send Test Request’. This action will create a new document in your specified Google Drive folder based on the template.

4. Sharing the Document with Google Drive

To ensure that the newly created document is accessible, the next step is to share it using Google Drive through Pabbly Connect. Select Google Drive as your action application again and choose the action event ‘Share File with Anyone’. This step will make the document accessible to all participants.

Connect Google Drive and map the file ID from the previous action step. This ID corresponds to the document created earlier. After mapping the ID, click on ‘Save and Send Test Request’ to execute the sharing action. You will receive a confirmation that the document is now shared and accessible to anyone with the link.

5. Sending WhatsApp Messages with PDF Links

Finally, to send the PDF link to your participants, add another action step in Pabbly Connect and select WhatsApp Cloud API as your action application. Choose the action event ‘Send Template Message’ to send the generated PDF link to your participants via WhatsApp.

Connect the WhatsApp Cloud API by entering the necessary credentials such as the temporary access token, phone number ID, and WhatsApp business account ID. After connecting, map the recipient’s mobile number and the PDF link into the message body fields. Click on ‘Save and Send Test Request’ to send the message. You should receive a WhatsApp message confirming the successful delivery with the PDF link included.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of generating and sending PDFs from Google Sheets to WhatsApp. By following these steps, you can efficiently manage participant details and ensure timely communication through WhatsApp messages with attached PDF files.