Automatically Send WhatsApp Messages with PDF Using Pabbly Connect and Pabbly Chatflow

Learn how to automatically send WhatsApp messages with PDF using Pabbly Connect and Pabbly Connect in this detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating the process of sending WhatsApp messages with PDFs, first access Pabbly Connect. Visit Pabbly.com/connect and either log in or sign up for a new account. Existing users can simply click on the ‘Sign In’ button, while new users should select ‘Sign Up for Free’ to create an account.

After logging in, you will be directed to the Pabbly Connect dashboard, where you can manage your workflows. Click on the ‘Create Workflow’ button to start your automation process. In the dialog that appears, name your workflow something like ‘Automatically Send WhatsApp Messages with PDF Using Pabbly Chatflow’ and select an appropriate folder for better organization.

2. Trigger Setup in Google Sheets

The first step in your automation involves setting up a trigger in Google Sheets using Pabbly Connect. Select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row’. This event will initiate the workflow whenever a new client detail is added to your sheet.

• Open your Google Sheets document containing client details.
• Go to Extensions > Add-ons > Get add-ons.
• Search for and install the ‘Pabbly Connect Webhooks’ add-on.

After installing the add-on, set up the initial configuration by pasting the webhook URL provided by Pabbly Connect into the add-on’s setup. Specify the trigger column (e.g., phone number) to ensure that the workflow only triggers when relevant data is entered.

3. Action Setup with Pabbly Chatflow

Once the trigger is configured, the next step is to set up the action using Pabbly Chatflow. In this step, select Pabbly Chatflow as your action application and choose the event ‘Send Template Message’. This action will send a WhatsApp message to the client along with the PDF brochure.

To establish a connection between Pabbly Connect and Pabbly Chatflow, you will need to enter an API token from your Chatflow account. Navigate to the settings in Pabbly Chatflow to generate and copy your API token. Return to Pabbly Connect and paste the token to create the connection.

• Input the recipient’s WhatsApp mobile number (ensure it includes the country code).
• Select the message template from the dropdown menu.
• Map the dynamic fields such as name and phone number for personalization.

Ensure that all fields are correctly filled out to facilitate the sending of personalized WhatsApp messages with the attached PDF.

4. Testing the Integration

After setting everything up, it’s crucial to test the integration to ensure that it works as expected. Add a new row to your Google Sheets with the necessary client details, including the name, email, and phone number. This action should trigger the workflow you created in Pabbly Connect.

Once the new row is added, check your WhatsApp to confirm that the message has been received along with the attached PDF brochure. This is a significant step to verify that the automation is functioning correctly, allowing you to send messages seamlessly without manual intervention.

If the message is received successfully, congratulations! Your automation setup using Pabbly Connect and Pabbly Chatflow is complete. You can now automatically send WhatsApp messages with PDFs to your clients, enhancing your communication process.

5. Finalizing the Automation

To finalize your automation, ensure that the webhook is set to trigger every time a new row is added in Google Sheets. This setup guarantees that each new client detail will automatically initiate the WhatsApp message sending process through Pabbly Connect.

Remember, you can create similar automations for various business processes using Pabbly Connect. This tool allows you to streamline your workflows efficiently without requiring any coding skills. Explore the possibilities of automation to enhance your business operations.

With this setup, you can now manage client communications effectively, ensuring that every new client receives timely information through WhatsApp. This integration not only saves time but also improves client engagement.

Conclusion

In this tutorial, we explored how to automatically send WhatsApp messages with PDFs using Pabbly Connect and Pabbly Chatflow. By following these steps, you can enhance your business communication and automate client interactions effectively.