Send Google Docs File as Attachment on WhatsApp to New Shopify Customers Using Pabbly Connect

Learn how to send Google Docs files as attachments on WhatsApp to new Shopify customers using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Accessing Pabbly Connect for Integration

To begin sending Google Docs files as attachments on WhatsApp, you first need to access Pabbly Connect. This platform allows you to seamlessly integrate various applications, including WhatsApp and Shopify.

Once you log into your Pabbly Connect account, you can start creating a new workflow. This workflow will automate the process of sending messages with Google Docs attachments to new Shopify customers.

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 your workflow appropriately. This helps in easily identifying the workflow later.

• Select ‘Shopify’ as the trigger application.
• Choose the trigger event as ‘New Customer’.
• Connect your Shopify account by following the prompts.

After completing these steps, you will be able to capture new customer details from Shopify. This is crucial for sending personalized messages via WhatsApp.

3. Setting Up WhatsApp Integration via Pabbly Connect

Next, you will set up WhatsApp integration using Pabbly Connect. After the Shopify trigger, add an action step by selecting ‘WhatsApp’ as the action application.

Then, choose the action event as ‘Send Message’. You will need to connect your WhatsApp account to Pabbly Connect. Make sure you follow the authentication process accurately to ensure a smooth connection.

4. Attaching Google Docs File in WhatsApp Message

In this step, you will attach the Google Docs file to the WhatsApp message. Within the WhatsApp action settings in Pabbly Connect, you will find an option to add attachments.

• Select the Google Docs file you want to send.
• Ensure the file is accessible publicly or shareable with the recipient.
• Customize your message to include a greeting and any additional information.

Once you have configured the message and attached the Google Docs file, you can proceed to test the workflow.

5. Testing and Activating the Workflow

Finally, it’s time to test your workflow in Pabbly Connect. Click on the ‘Test Workflow’ button to ensure that everything is functioning as expected. This step is crucial to confirm that the Google Docs file is sent successfully to the new Shopify customer via WhatsApp.

If the test is successful, activate your workflow. This will allow the integration to run automatically whenever a new customer is added to your Shopify store. By automating this process, you save time and ensure that your customers receive important documents without delay.

Conclusion

In this tutorial, we explored how to send Google Docs files as attachments on WhatsApp to new Shopify customers using Pabbly Connect. This integration streamlines your communication process and enhances customer engagement effectively.