Automate Certificate Creation with Google Forms, Google Docs, and WhatsApp using Pabbly Connect

Learn how to automate certificate creation from Google Forms to Google Docs and send it via WhatsApp using Pabbly Connect. Step-by-step guide included! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the process of generating certificates from Google Forms submissions, you need to access Pabbly Connect. Start by signing up for a free account at Pabbly’s official website. This platform allows you to create workflows that integrate various applications seamlessly.

Once you have created your account, log in to your Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button. Name your workflow something like ‘Google Forms to Google Docs to WhatsApp’ to keep it organized. This workflow will capture form submissions and trigger the certificate generation process.

2. Integrating Google Forms with Pabbly Connect

In this step, you will set up Google Forms as the trigger for your workflow in Pabbly Connect. Choose Google Forms as the app in the trigger section and select the event ‘New Response Received’. This action will initiate the workflow whenever a user submits a form.

• Select Google Forms as the app.
• Choose the trigger event: New Response Received.
• Copy the Webhook URL provided by Pabbly Connect.

Next, link your Google Form to the Webhook URL. Open your Google Sheets associated with the form submissions, navigate to the Extensions menu, and install the Pabbly Connect VB Hooks add-on. After installation, refresh the spreadsheet and set up the initial configuration by pasting the Webhook URL into the specified field.

3. Creating Certificates in Google Docs

After setting up the trigger, the next step is to create a certificate using Google Docs. This is where Pabbly Connect shines by allowing you to generate documents based on templates. Choose Google Docs as the app for the action step and select the ‘Create Document from Template’ event.

When prompted, connect your Google account and select the certificate template you created earlier. The template should include placeholders for the recipient’s name, blood group, and date. Map these fields from the previous Google Forms response to ensure that each certificate is personalized correctly.

• Select the Google Docs template for certificates.
• Map the fields: Name, Blood Group, and Date.
• Save and test the action to create a sample certificate.

Once you execute this step, a new certificate will be generated in your Google Drive, confirming that the integration is working as intended.

4. Sending Certificates via WhatsApp

The final step in this process is to send the generated certificate to the participant’s WhatsApp using the WhatsApp Cloud API. Again, Pabbly Connect makes this easy. You will need to add another action step where you select WhatsApp Cloud API as the app.

In the action event, choose ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the required credentials, including the phone number ID and the permanent access token. Map the recipient’s WhatsApp number from the Google Forms response to ensure the certificate reaches the correct person.

Select WhatsApp Cloud API as the app. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and certificate link in the message template.

After configuring this step, test the workflow to confirm that the certificate is sent to the participant’s WhatsApp successfully. This completes the automation process!

5. Conclusion

By following these steps, you can automate the entire process of generating certificates from Google Forms submissions and sending them via WhatsApp using Pabbly Connect. This integration not only saves time but also enhances the efficiency of your certificate distribution process.

With Pabbly Connect, you can easily manage and automate various workflows, making it a powerful tool for any organization looking to streamline its operations. Start using Pabbly Connect today to take your automation to the next level!