How to Send Google Docs File as Attachment on WhatsApp to New WooCommerce Order Using Pabbly Connect

Learn how to send Google Docs files as attachments on WhatsApp for new WooCommerce orders 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 Integration

To send a Google Docs file as an attachment on WhatsApp for new WooCommerce orders, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can create one in just a couple of minutes.

Once logged in, navigate to the dashboard and locate the option to create a new workflow. This is where you will set up the integration between WooCommerce, Google Drive, and WhatsApp using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and name it something descriptive like ‘WooCommerce to Google Drive to WhatsApp Orders’. This name helps you identify the workflow easily later.

• Click on the ‘Create’ button to proceed.
• In the trigger window, select WooCommerce as the trigger app.
• Choose ‘New Order Created’ as the trigger event.

After setting the trigger, you will need to set up the action that follows the trigger. This is where Pabbly Connect allows you to automate the process of sending a Google Docs file via WhatsApp whenever a new order is created in WooCommerce.

3. Setting Up WooCommerce Integration

Now, you will configure the WooCommerce settings in Pabbly Connect. Go to your WooCommerce settings in your WordPress dashboard and navigate to the Advanced settings. Here, you will find the option for Webhooks.

Add a new webhook by clicking on ‘Add Webhook’. Name it appropriately, such as ‘Google Docs to WhatsApp’, and set the status to active. Enter the delivery URL provided by Pabbly Connect and select ‘Order Created’ as the topic.

• Make sure to save the webhook settings.
• Click ‘Recapture Webhook Response’ to ensure that Pabbly Connect captures the new order data.

With the WooCommerce integration set up, you can now test the webhook by creating a new order. This will ensure that Pabbly Connect receives the relevant order data for further processing.

4. Sharing Google Docs File via Pabbly Connect

After confirming that the WooCommerce integration works, the next step is to share the Google Docs file. In the action window of Pabbly Connect, select Google Drive as the application for the next action.

Choose the action event as ‘Share a File with Anyone’. Connect your Google Drive account and select the file you want to share. Make sure to set the sharing permissions to allow anyone with the link to access the file.

Select the specific Google Docs file you want to send. Save the settings to create a sharable link.

This link will be included in the WhatsApp message sent to the customer. Pabbly Connect automates the process of generating the link and preparing it for the next step.

5. Sending WhatsApp Message with Attachment

In this final step, you will send the WhatsApp message using Pabbly Connect. Select Chat API as the application to send the message. Choose the action event ‘Send a File’.

Input the necessary details such as the API URL and token from your Chat API account. Map the phone number from the WooCommerce order data to the WhatsApp message. Also, include the link to the Google Docs file as the body of the message.

Add the country code to the phone number for accurate delivery. Finalize the message content, including the file name and link.

Once everything is set, click on ‘Save and Send Test Request’ to send the message. Pabbly Connect ensures that the message containing the Google Docs link is delivered to the customer on WhatsApp seamlessly.

Conclusion

In this tutorial, you learned how to send a Google Docs file as an attachment on WhatsApp for new WooCommerce orders using Pabbly Connect. By following the steps outlined, you can automate your customer communication effectively.