How to Send Experience Certificates on WhatsApp Using Pabbly Connect

Learn how to automate sending experience certificates via WhatsApp using Pabbly Connect, Google Sheets, and Google Slides in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Experience Certificates

In this section, we will explore how to set up Pabbly Connect to automate the sending of experience certificates on WhatsApp. 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 tasks every month.

Once you are logged in, you will see the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, name it ‘Send Experience Certificates on WhatsApp using Google Sheets and Google Slides,’ and select the appropriate folder for saving your workflow.

2. Trigger Setup with Google Sheets Using Pabbly Connect

To automate the sending of experience certificates, we need to set up a trigger using Google Sheets within Pabbly Connect. Select Google Sheets as the trigger application and choose the event ‘New or Updated Spreadsheet Row.’ This will allow Pabbly Connect to capture data whenever new employee details are added.

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

After copying the webhook URL, go to your Google Sheets, click on ‘Extensions,’ then ‘Add-ons,’ and finally ‘Get Add-ons’ to install the Pabbly Connect Webhooks add-on. Once installed, set up the webhook URL in the add-on’s initial setup and select the trigger column where the final data will be entered.

3. Action Setup with Google Slides Using Pabbly Connect

Next, we will configure the action step using Google Slides through Pabbly Connect. Select Google Slides as the action application and choose the event ‘Create Presentation from Template.’ This action will create a certificate of experience based on the template you have prepared.

After selecting the action event, authorize your Google Slides account with Pabbly Connect. Choose the template you created for the experience certificate and provide a title for the new presentation. For the title, you can use a dynamic mapping feature to include the employee’s name from the previous step.

• Select the template for the experience certificate.
• Map the employee’s name and other relevant details.
• Save and send a test request to ensure the certificate is created.

Once the test request is successful, you will find the new certificate saved in your Google Drive, confirming that the integration works as intended.

4. Sharing the Certificate via Google Drive Using Pabbly Connect

After creating the certificate, the next step is to make it accessible to everyone via Google Drive. In this section, we will add another action step in Pabbly Connect by selecting Google Drive and the action event ‘Share a File with Anyone.’ This ensures the certificate can be accessed through a link.

Map the presentation ID received from the previous step to the file ID in this action setup. This mapping is crucial as it allows the newly created certificate to be shared with anyone who has the link. After setting this up, save and send a test request to confirm the settings are correct.

Select Google Drive as the action application. Choose the action event ‘Share a File with Anyone.’ Map the presentation ID to the file ID.

Upon successful execution, the certificate will now be accessible to anyone with the link, allowing easy sharing through WhatsApp.

5. Sending the Certificate via WhatsApp Using Pabbly Connect

The final step in this automation process is sending the experience certificate link to the employee via WhatsApp. In this section, we will select WhatsApp Cloud API as the action application in Pabbly Connect and choose the action event ‘Send Template Message.’ This allows us to send a pre-defined message along with the certificate link.

Map the necessary fields including the recipient’s mobile number, the employee’s name, and the certificate link. Ensure that the WhatsApp Cloud API is correctly set up with the required credentials such as token, phone number ID, and WhatsApp business account ID.

Select WhatsApp Cloud API as the action application. Choose the action event ‘Send Template Message.’ Map the recipient mobile number and other details.

After filling in all the required information, send a test request to verify that the WhatsApp message is successfully delivered. Upon success, the employee will receive a WhatsApp message containing the link to their experience certificate.

Conclusion

In conclusion, automating the sending of experience certificates via WhatsApp using Pabbly Connect, Google Sheets, and Google Slides significantly streamlines the process. This integration not only saves time but also ensures that employees receive their certificates promptly and efficiently. By following the steps outlined in this tutorial, you can set up a seamless workflow that enhances your business operations.