Automate Certificate Creation and WhatsApp Delivery with Pabbly Connect

Learn how to automate the creation of certificates for your painting competition and send them via WhatsApp using Pabbly Connect and Pabbly Connect. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Certificate Automation

To automate the certificate creation process for your painting competition, you first need to set up Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing up for a free account. Once signed in, access the dashboard where you can create workflows that integrate various applications.

Click on the ‘Create Workflow’ button and name your workflow, such as ‘Painting Competition Certificates from Pabbly Form to WhatsApp’. In this workflow, you will set up a trigger for form submissions from Pabbly Form Builder, which will initiate the process of creating and sending certificates.

2. Integrating Pabbly Form Builder with Pabbly Connect

In this step, you will connect your Pabbly Form Builder with Pabbly Connect. Select the trigger event as ‘New Form Submission’ from the Pabbly Form Builder app. This will allow you to capture responses as soon as they are submitted.

• Open Pabbly Connect and select Pabbly Form Builder as the app.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL and paste it into your Pabbly Form settings under integrations.

After integrating, fill out a test form to ensure that the data is captured correctly in Pabbly Connect. You should see the response data reflected in your Pabbly Connect dashboard, confirming that the integration is successful.

3. Creating Certificates Using Google Slides

Next, you will use Pabbly Connect to send the data collected from Pabbly Form Builder to Google Slides, where the actual certificates will be created. Select Google Slides as the action app and choose the ‘Create Presentation from Template’ action event.

Connect your Google account to allow Pabbly Connect to access your Google Slides. Choose the template you have prepared for the certificates, and map the necessary fields such as the participant’s name and date. This ensures that each certificate is personalized for the student.

• Select the Google Slides app in Pabbly Connect.
• Choose the appropriate template for the certificate.
• Map the participant’s name and the current date into the template.

After setting this up, you will see that a new certificate is created in your Google Drive each time a form is submitted, thanks to the automation provided by Pabbly Connect.

4. Sharing Certificates via Google Drive

Once the certificate is created in Google Slides, the next step involves making it shareable through Google Drive. In Pabbly Connect, add another action step and select Google Drive. Choose the ‘Share a File with Anyone’ action event.

Connect your Google Drive account and map the file ID of the certificate created in the previous step. This will generate a shareable link that can be sent to participants. Ensure that the sharing permissions are set correctly so that recipients can access their certificates without issues.

Select Google Drive as the next action app. Choose the action event to share the file. Map the presentation ID of the created certificate.

After this step, you will have a shareable link ready to be sent to the participants via WhatsApp, showcasing how Pabbly Connect streamlines this process.

5. Sending Certificates via WhatsApp with 360 Dialog

The final step involves sending the certificate link to participants through WhatsApp. To do this, you will integrate 360 Dialog with Pabbly Connect. Select 360 Dialog as the action app and choose the ‘Send Template Message’ action event.

Connect your 360 Dialog account, and you will need to create a message template that includes the participant’s name and the link to their certificate. Map the recipient’s mobile number from the form response and ensure to format it correctly with the country code.

Select 360 Dialog as the action app in Pabbly Connect. Choose the action event to send template messages. Map the recipient’s number and the certificate link.

With this integration, every time a participant submits their form, they will automatically receive a personalized message on WhatsApp with their certificate link, demonstrating the power of Pabbly Connect in automating workflows.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation and delivery of certificates for a painting competition. By integrating Pabbly Form Builder, Google Slides, Google Drive, and WhatsApp through Pabbly Connect, you can streamline your workflow and enhance participant experience. This automation not only saves time but also ensures that every participant receives their certificate promptly.