How to Send Participation Certificates on WhatsApp using Google Sheets & Google Slides with Pabbly Connect

Learn how to automate sending participation certificates on WhatsApp using Google Sheets and Google Slides with Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin sending participation certificates 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 receive 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button in the top right corner. This is where you will set up the integration between Google Sheets and WhatsApp using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect account, the next step is to create a workflow for sending participation certificates. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Send Participation Certificates on WhatsApp using Google Sheets and Google Slides’.

• Choose a folder to save your workflow.
• Select the folder you created for Google Slides automation.

Once your workflow is named and the folder selected, click on ‘Create’. This will set up your workflow, which consists of a trigger and an action. The trigger captures data from Google Sheets, while the action sends the certificate via WhatsApp using Pabbly Connect.

3. Setting Up the Trigger in Google Sheets

The next step is to set up the trigger in your workflow. For this, select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This allows Pabbly Connect to capture participant details as soon as they are added to the Google Sheets.

After selecting the trigger, a Webhook URL will be provided by Pabbly Connect. Copy this URL and head over to your Google Sheets. Open the spreadsheet where you have participant details and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it.

• Click on Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the copied Webhook URL into the trigger column.
• Select the final data column as your trigger column.

After completing this setup, click on ‘Submit’. This will configure the trigger successfully, allowing Pabbly Connect to capture new participant data from your Google Sheets.

4. Action Setup in Google Slides for Certificate Creation

Now that the trigger is configured, it’s time to set up the action step. For this, select Google Slides as your action application and choose the event ‘Create Presentation from Template’. This will allow Pabbly Connect to create a certificate of participation for each participant using a pre-made template in Google Slides.

Connect Google Slides to Pabbly Connect by clicking on ‘Connect’ and authorizing access. Choose the template presentation you created earlier for the certificates. Set the title for the new presentation as ‘Participation Certificate – [Participant Name]’. Here, you will map the participant’s name dynamically from the previous step.

Select the folder in Google Drive where the certificates will be saved. Map the participant’s name and event date to the respective fields in the template.

After filling in all required fields, click on ‘Save and Send Test Request’ to create the certificate. If successful, Pabbly Connect will return a presentation ID confirming the certificate creation.

5. Sharing Certificates via WhatsApp using Pabbly Connect

With certificates created, the final step is to share them via WhatsApp. Add another action step in your workflow and select WhatsApp Cloud API as the application. Choose the event ‘Send Template Message’ to send the certificate link to participants.

Connect WhatsApp Cloud API to Pabbly Connect by entering the required credentials such as token, phone number ID, and WhatsApp business account ID. After connecting, select the template you created for sending messages.

Map the recipient’s mobile number from the previous step. Insert the participant’s name and the PDF link of the certificate into the message template.

Once all fields are filled, click on ‘Save and Send Test Request’. This will send the WhatsApp message with the certificate link to the participant. If successful, you will receive a confirmation response from Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate sending participation certificates on WhatsApp using Google Sheets and Google Slides with Pabbly Connect. By following these steps, you can efficiently manage participant certificates without manual effort, enhancing your event management processes.