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

Learn how to automatically send Google Docs files as WhatsApp attachments for new WooCommerce orders using Pabbly Connect. Follow these simple steps! 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

1. Accessing Pabbly Connect for Integration

To begin sending Google Docs files as WhatsApp attachments for new WooCommerce orders, access Pabbly Connect. Start by navigating to the Pabbly Connect website and signing in to your account. If you don’t have an account, creating one is quick and easy, taking only a couple of minutes.

Once logged in, you will be directed to the dashboard. Here, click on the ‘Access Now’ button under the Connect section to initiate the integration process. This is where you will create a new workflow to connect WooCommerce, Google Drive, and WhatsApp through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to integrate WooCommerce with Google Drive and WhatsApp using Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘WooCommerce to Google Drive to WhatsApp Orders’. This name will help identify the workflow later.

• Click on ‘Create’ to proceed.
• You will see two sections: Trigger and Action.
• Select WooCommerce as the Trigger App and choose ‘New Order Created’ as the Trigger Event.

After setting up the trigger, you will need to configure WooCommerce to send data to Pabbly Connect. This involves setting up a webhook within WooCommerce settings, which will notify Pabbly Connect whenever a new order is created.

3. Setting Up Webhook in WooCommerce

To ensure that Pabbly Connect receives the new order data, you need to set up a webhook in your WooCommerce settings. Navigate to the WooCommerce settings page in your WordPress dashboard and click on the ‘Advanced’ tab. From there, select ‘Webhooks’ and click on ‘Add Webhook’.

Fill in the details for your webhook. Name it something like ‘Google Docs to WhatsApp’ and set the status to active. For the topic, select ‘Order Created’. The crucial part is to copy the webhook URL provided by Pabbly Connect and paste it into the delivery URL field in WooCommerce. Save the webhook settings to finalize this step.

4. Sharing Google Docs File with Pabbly Connect

With the webhook set up, you can now share a Google Docs file using Pabbly Connect. In the Action window of your workflow, select Google Drive as the app and choose the action event ‘Share a File with Anyone’. Connect your Google Drive account to Pabbly Connect by following the prompts to authorize access.

• Select the specific Google Docs file you wish to share.
• Ensure the sharing settings allow anyone with the link to access the file.
• Save the settings to finalize the file sharing configuration.

This step is essential as it allows the customer to access the Google Docs file directly from the WhatsApp message they will receive.

5. Sending WhatsApp Message with File Attachment

After sharing the Google Docs file, the next step is to send a WhatsApp message containing the file link. In the Action window, select Chat API as the app and choose ‘Send a File’ as the action event. You will need to enter your Chat API token and API URL, which you can find in your Chat API dashboard.

Map the phone number field to the phone number received from the WooCommerce order and add the message body. Include the shared link to the Google Docs file in the body of the WhatsApp message. Finally, click on ‘Save and Send Test Request’ to test the integration.

Once the test is successful, you can confirm that Pabbly Connect has successfully set up the workflow, allowing you to automatically send Google Docs files as attachments via WhatsApp for new WooCommerce orders.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically send Google Docs files as WhatsApp attachments for new WooCommerce orders. By following these steps, you can enhance customer communication and streamline your order processing effectively.