Automatically Send Certificates to Participants on WhatsApp Using Pabbly Connect

Learn how to automatically send certificates to participants on WhatsApp using Pabbly Connect, integrating Google Sheets, Google Drive, and more for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Certificate Automation

To automatically send certificates to participants on WhatsApp using Pabbly Connect, start by signing up for a free account on the Pabbly Connect website. This platform is essential for integrating various applications like Google Sheets and WhatsApp.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Here, you will set up a new automation process that connects Google Sheets, Google Drive, and WhatsApp, enabling you to send certificates automatically.

2. Integrating Google Sheets with Pabbly Connect

In this step, you will connect your Google Sheets to Pabbly Connect. Choose Google Sheets as your trigger application. Select the trigger event as ‘New Spreadsheet Row’ to initiate the workflow whenever a new participant registers.

• Open Pabbly Connect and create a new workflow.
• Select Google Sheets as the trigger app.
• Choose ‘New Spreadsheet Row’ as the trigger event.

Authenticate your Google account by granting necessary permissions. After setting this up, every time a new row is added to your Google Sheets, it will trigger the next steps in your workflow automatically.

3. Setting Up Google Drive for Certificate Storage

Next, integrate Google Drive with Pabbly Connect. This step allows you to store and access certificate templates easily. Choose Google Drive as your action application and select the action event as ‘Upload File’.

• Select Google Drive as the action app in Pabbly Connect.
• Choose ‘Upload File’ as the action event.
• Authenticate your Google Drive account.

Upload your certificate template PDF from your Google Drive. This setup ensures that the certificates sent via WhatsApp are retrieved from your Google Drive automatically.

4. Sending Certificates via WhatsApp

Now, integrate WhatsApp into your Pabbly Connect workflow. Select WhatsApp as the next action application and choose the action event as ‘Send Message’. This step will send the generated certificate to the participant’s WhatsApp number.

Select WhatsApp as the action app in Pabbly Connect. Choose ‘Send Message’ as the action event. Map the WhatsApp number from Google Sheets to the message field.

Compose your message to include a personalized greeting and attach the certificate PDF. This automation will ensure that each participant receives their certificate promptly via WhatsApp after the seminar.

5. Testing and Finalizing Your Workflow

Finally, test your complete workflow in Pabbly Connect to ensure everything functions correctly. Use test data in your Google Sheets to simulate participant registrations and verify that certificates are sent successfully via WhatsApp.

Once testing is complete and successful, save your workflow and activate it. This automation will now run in the background, sending certificates automatically to all participants who attend your seminar.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of sending certificates to participants on WhatsApp. This integration with Google Sheets and Google Drive ensures a smooth and efficient workflow, enhancing your seminar experience.