How to Send Any Email Attachment Files on WhatsApp Using Pabbly Connect

Learn how to automate sending email attachments to WhatsApp using Pabbly Connect. Follow this step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email Attachment Integration

To begin sending email attachments to WhatsApp, first access Pabbly Connect. This platform allows you to automate workflows without any coding. Start by creating a free account on the Pabbly Connect landing page, where you can set up your automation tasks each month.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Email Attachments on WhatsApp,’ and click the ‘Create’ button to proceed. This sets the stage for integrating email parsing and WhatsApp messaging through Pabbly Connect.

2. Using Email Parser in Pabbly Connect

In this step, utilize the Email Parser feature of Pabbly Connect to monitor your Gmail inbox for incoming emails with attachments. To do this, set the Email Parser as your trigger. This allows Pabbly Connect to capture the necessary email data automatically.

• Access your Gmail settings and navigate to the ‘Forwarding and POP/IMAP’ tab.
• Add the Email Parser address as a forwarding address.
• Verify the forwarding address by entering the confirmation code sent to your inbox.

Once verified, enable forwarding of incoming emails to the Email Parser address. This setup allows Pabbly Connect to capture emails and their attachments, which will be processed in the subsequent steps.

3. Converting Email Attachments Using CloudConvert

After capturing the email response, the next step involves converting the email attachment into PDF format. This is achieved by integrating the CloudConvert application with Pabbly Connect. Set this as the action step in your workflow.

To configure CloudConvert, select the ‘Convert a File’ action event. Connect to CloudConvert and provide the necessary file URL, input format, and output format. Map the attachment link from the previous Email Parser step to the input format field. Set the output format to PDF to ensure the attachment is converted correctly.

4. Sending the Converted PDF via WhatsApp

Once the file is converted to PDF, the next action is to send this file through WhatsApp. In Pabbly Connect, add another action step and select the WhatsApp Cloud API integration. This requires setting up your WhatsApp Cloud API and verifying your phone number.

• Create a message template in your WhatsApp Cloud API setup.
• Map the PDF link generated from CloudConvert to the message template.
• Enter the recipient’s WhatsApp number in the specified format.

By completing these steps, Pabbly Connect will automate the process of sending the converted PDF file directly to WhatsApp, ensuring seamless delivery of email attachments.

5. Finalizing Your Automation Setup

After configuring all the steps, it’s crucial to test the entire workflow to ensure everything functions correctly. Send a sample email with an attachment to your Gmail account, which will be forwarded to the Email Parser. Watch the automation in Pabbly Connect as it captures the email, converts the file, and sends it via WhatsApp.

If the test is successful, your automation is now complete. From this point on, every time you receive an email with an attachment, Pabbly Connect will handle the process automatically, converting the file and sending it to WhatsApp without any manual intervention.

Conclusion

In this tutorial, we explored how to send email attachments directly to WhatsApp using Pabbly Connect. By leveraging the Email Parser and CloudConvert integrations, you can automate this process efficiently. Set up your workflow today and enjoy seamless communication!