Send Email Attachments to WhatsApp with Pabbly Connect and WhatsApp Official Cloud API

Learn how to send email attachments to WhatsApp using Pabbly Connect and WhatsApp Official Cloud API with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Attachments

To start sending email attachments to WhatsApp, first, access Pabbly Connect by visiting Pabbly.com/connect. You can sign up for a free account, which provides you with 100 free automation tasks each month. This makes it easy to set up your workflow without any coding skills.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Send Email Attachments on WhatsApp’. This will help you identify the automation easily in the future.

2. Trigger Setup Using Email Parser in Pabbly Connect

The next step is to set up the trigger for your workflow. In Pabbly Connect, select the Email Parser as your trigger application. This feature allows you to capture incoming emails and their attachments directly into your workflow.

• Select the Email Parser option from the trigger list.
• Copy the parser address provided by Pabbly Connect.
• Forward emails to this parser address from your email client.

This will ensure that every email sent to the parser address is captured by Pabbly Connect for further processing. After setting this up, you can send a test email to see if the parser captures the data correctly.

3. Configuring Gmail to Forward Emails

To forward emails to the parser address, go to your Gmail settings. Click on the ‘Settings’ icon, then select ‘See All Settings’. Navigate to the ‘Forwarding and POP/IMAP’ tab, where you can add the parser address as a forwarding address.

• Click on ‘Add a forwarding address’ and paste the parser address from Pabbly Connect.
• Verify the forwarding address by entering the confirmation code sent to your parser address.
• Once verified, enable forwarding and choose to keep Gmail’s copy in inbox if desired.

This step is crucial as it allows Pabbly Connect to receive and process the emails with attachments automatically. After saving the changes, you can proceed to test the setup by sending an email with an attachment.

4. Filtering Email Attachments to Send to WhatsApp

After successfully capturing the email data, the next step is to filter the emails based on specific criteria, such as the presence of attachments. In Pabbly Connect, add a filter step to your workflow that checks for keywords in the email subject.

Select the filter action and specify the subject label. Set the condition to ‘contains’ and enter keywords like ‘resume’ or ‘important’. Save the filter settings to ensure only relevant emails are processed.

With this filter in place, Pabbly Connect will only continue the workflow if the email meets the specified criteria, making it efficient and effective for your needs.

5. Sending Email Attachments to WhatsApp Using WhatsApp Cloud API

Now that your email attachments are filtered, the final step is to send these attachments to WhatsApp using the WhatsApp Cloud API. In Pabbly Connect, add an action step and select WhatsApp Cloud API as the application.

You’ll need to connect your WhatsApp account by providing your permanent access token and other required details. Once connected, select the ‘Send Template Message’ action.

Choose the template you created for sending messages. Map the relevant fields from the email data such as the sender’s name, subject, and attachment link. Save and test the action to ensure messages are sent correctly.

Once this is set up, Pabbly Connect will automatically send messages to your WhatsApp whenever an email with specified criteria is received, streamlining your workflow significantly.

Conclusion

By following this tutorial, you can effectively use Pabbly Connect to send email attachments directly to WhatsApp using the WhatsApp Official Cloud API. This automation saves time and ensures that important documents are always at your fingertips.