How to Send Training Certificates on WhatsApp Using Pabbly Connect with Google Sheets and Google Slides

Learn how to automate sending training certificates via WhatsApp using Pabbly Connect, Google Sheets, and Google Slides. Follow this detailed tutorial for step-by-step guidance. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin sending training certificates via WhatsApp, you first need to access Pabbly Connect. Sign in to your account or create a new one if you’re a new user. Pabbly Connect allows you to automate the entire process of generating certificates from Google Slides and sending them through WhatsApp.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow, such as ‘Send Training Certificates on WhatsApp with Google Sheets and Google Slides’. Select the appropriate folder to save your workflow and click on ‘Create’.

2. Setting Up Google Sheets Trigger in Pabbly Connect

In this step, you will set up Google Sheets as the trigger application in Pabbly Connect. This means that whenever you add a new training detail in Google Sheets, it will automatically trigger the workflow. Click on the arrow under the trigger section and select Google Sheets as your trigger application.

• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons, then search for ‘Pabbly Connect Webhooks’.

After installing the add-on, go back to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL into the trigger column, selecting the appropriate data column (e.g., Column D) for the trigger. Click on ‘Submit’ to finalize the setup.

3. Creating Certificates with Google Slides via Pabbly Connect

Next, you will set up Google Slides as the action application to create the training certificates. In the action section of Pabbly Connect, select Google Slides and choose the action event ‘Create Presentation from Template’. This action will use a pre-designed certificate template in Google Slides.

After connecting Google Slides, select your template presentation (e.g., ‘Training Certificate Template’). For the title of the new presentation, map the trainee’s name from the Google Sheets data. This mapping allows the certificate title to dynamically include the name of each trainee.

• Choose the folder in Google Drive where the new certificate will be saved.
• Map additional details such as the date of completion to the corresponding fields in the template.

Click on ‘Save and Send Test Request’ to check if the certificate is created successfully. You should see a confirmation message indicating that the presentation was created.

4. Sharing Certificates on Google Drive Using Pabbly Connect

Once the certificate is created, the next step is to make it accessible to everyone. For this, you will add another action step in Pabbly Connect and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’ to allow Pabbly access to the certificate.

In the configuration, map the presentation ID from the previous step to the file ID field. This mapping ensures that the specific certificate created is shared. Click on ‘Save and Send Test Request’ to finalize this step.

Confirm that the response indicates the file is now shareable. Note the PDF link provided in the response for sending via WhatsApp.

This step is crucial as it allows the certificate to be accessed by the trainees when they receive it on WhatsApp.

5. Sending Certificates via WhatsApp Using Pabbly Connect

Finally, you will set up WhatsApp Cloud API as the action application to send the certificate link to the trainee. In Pabbly Connect, select WhatsApp Cloud API and choose the action event ‘Send Template Message’. This will enable you to send a personalized message along with the certificate link.

Fill in the required fields, mapping the recipient’s mobile number and the certificate link from the previous steps. Ensure that you have the necessary API credentials set up for WhatsApp Cloud API in Pabbly Connect.

Enter the template name for the message. Customize the message body to include the trainee’s name and the certificate link.

Click on ‘Save and Send Test Request’ to send the message. You should receive a confirmation that the message was accepted, indicating that the trainee will receive their certificate on WhatsApp.

Conclusion

In this tutorial, we explored how to automate the process of sending training certificates via WhatsApp using Pabbly Connect, Google Sheets, and Google Slides. By following these steps, you can streamline your training program and ensure timely delivery of certificates to your trainees.