Learn how to automatically create certificates from Google Forms submissions and send them via WhatsApp using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Your Automation
To start automating certificate creation, first access Pabbly Connect. This integration platform allows you to connect Google Forms with WhatsApp seamlessly. Begin by visiting the Pabbly Connect dashboard by searching for ‘Pabbly.com/connect’ in your browser.
Once there, sign up for a free account or log in if you already have one. After logging in, click on ‘Create Workflow’ and name your workflow, for example, ‘Google Forms to WhatsApp Certificates’. This will set the stage for your automation process.
2. Integrating Google Forms with Pabbly Connect
In this step, we will integrate Google Forms with Pabbly Connect to capture submission data. In the trigger window of your workflow, select Google Forms as the application and choose the event ‘New Response Received’.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your Google Form and switch to the Responses tab.
- Create a new Google Sheet to store responses.
- Install the Pabbly Connect Webhooks add-on in Google Sheets.
After installation, configure the add-on by pasting the webhook URL and selecting the trigger column. This allows any new form submission to be sent directly to Pabbly Connect.
3. Creating Certificates Using Google Slides
Next, we will create personalized certificates using Google Slides, facilitated by Pabbly Connect. In the action window, select Google Slides and choose the action event ‘Create Presentation from Template’.
Connect your Google Slides account and select the certificate template you have created. Map the fields such as participant name and subject from the Google Forms submission to the corresponding fields in your certificate template. This dynamic mapping ensures each certificate is personalized based on the participant’s data.
- Select the title for the new presentation, combining the participant’s name and email.
- Specify the folder in Google Drive where certificates will be saved.
- Map additional fields like date of participation and current date.
Once configured, test the action to ensure the certificate is generated correctly in Google Drive.
4. Sending Certificates via WhatsApp
Now that the certificates are created, the next step is to send them via WhatsApp using Pabbly Connect. In the action step, select WhatsApp Cloud API and choose the action event ‘Send Template Message’.
Connect your WhatsApp Cloud API account and map the necessary fields, such as the recipient’s mobile number and the PDF link of the generated certificate. This ensures that the correct certificate is sent to the participant.
Select the WhatsApp template you created for sending certificates. Map the participant’s name and event details into the message body. Test the action to confirm the message is sent successfully.
After testing, you can now automatically send certificates to participants upon their form submission.
5. Conclusion: Automating Certificate Generation with Pabbly Connect
In this tutorial, we successfully automated the process of creating and sending certificates using Pabbly Connect. By integrating Google Forms, Google Slides, and WhatsApp Cloud API, you can streamline your certificate distribution process.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This setup not only saves time but also enhances the participant experience by providing instant certificates. With Pabbly Connect, you can easily replicate this workflow for various applications and use cases.
Start using Pabbly Connect today to simplify your automation tasks and improve efficiency.