Automatically Create Personalised Certificates for Online Writing Courses & Send via WhatsApp Using Pabbly Connect

Learn how to automate the creation and sending of personalised certificates for online writing courses via WhatsApp using Pabbly Connect, Google Forms, and more. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Certificate Automation

To automate the creation of personalised certificates using Pabbly Connect, you first need to access the platform. Visit the Pabbly website and sign up for a free account if you’re a new user, or log in if you already have an account.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button and name your workflow something like ‘Send Certificates for Online Writing Courses on WhatsApp’. This sets the stage for the automation process that will integrate Google Forms, Google Slides, Google Drive, and WhatsApp.

2. Integrating Google Forms with Pabbly Connect

The first step in this automation is to connect Google Forms to Pabbly Connect. This is done by selecting Google Forms as the trigger application. Choose the trigger event ‘New Response in Spreadsheet’ to ensure that every time a form is submitted, the data is captured.

• Select Google Forms as the application.
• Choose ‘New Response in Spreadsheet’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect into Google Forms.

This integration allows Pabbly Connect to capture student responses directly from Google Forms, which will later be used to generate certificates. After setting this up, it’s essential to test the integration to ensure that data is being received correctly.

3. Creating Certificates Using Google Slides

Once the data is captured from Google Forms, the next step is to create certificates using Google Slides. In Pabbly Connect, add Google Slides as the action application and select the action event ‘Create Presentation from Template’. This action will generate a certificate based on a pre-designed template.

For this, you need to select the appropriate template from your Google Slides that you have already created. Map the fields from Google Forms to the respective placeholders in the certificate template, such as the student’s name and the completion date.

• Select the Google Slides template you want to use for the certificate.
• Map the student’s name and date fields to the corresponding placeholders in the template.
• Generate the certificate and save it to Google Drive.

This step ensures that every student receives a uniquely generated certificate that reflects their achievement in the course, fully automated through Pabbly Connect.

4. Saving the Certificate in Google Drive

After generating the certificate in Google Slides, the next step is to save it in Google Drive. In Pabbly Connect, add Google Drive as another action application and select the action event ‘Share a File with Anyone’. This allows you to convert the certificate into a shareable PDF format.

Map the presentation ID from the previous step to this action to ensure the correct file is being shared. Once the file is saved, you will receive a shareable link that can be sent to students via WhatsApp.

Use the presentation ID to share the certificate file in PDF format. Ensure the file is saved in a location accessible for sharing.

This process not only stores the certificate but also prepares it for distribution, ensuring that students can easily access their achievements through a simple link.

5. Sending Certificates via WhatsApp

The final step in this automation is to send the generated certificate to students via WhatsApp. For this, use the 360dialog application in Pabbly Connect. Select the action event ‘Send Template Message’ and configure the message template that will accompany the certificate.

Map the necessary fields, including the student’s phone number and the link to the PDF certificate. This ensures that the message sent is personalized and contains the correct information for each student.

Choose the WhatsApp template that includes the message for the student. Map the recipient’s mobile number with the country code. Include the PDF link in the message body.

Upon completion of this step, students will receive a WhatsApp message with their certificate link, completing the automated workflow established through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation and sending of personalised certificates for online writing courses via WhatsApp. By integrating Google Forms, Google Slides, Google Drive, and WhatsApp, you can streamline the process, making it efficient and user-friendly.