Automate Certificate Creation with Pabbly Connect: Google Docs to WhatsApp

Learn how to automate the creation and sending of certificates from Google Docs via WhatsApp using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Certificate Automation

To automate the creation and sending of certificates using Pabbly Connect, the first step is to access the Pabbly Connect dashboard. You can do this by visiting the Pabbly website and signing up for a free account. Once signed up, you will have access to 100 free automation tasks each month.

After logging in, click on the ‘Create Workflow’ button from the dashboard. You will need to give your workflow a name, such as ‘Send Certificates on WhatsApp,’ and then click on the create button to proceed. This sets the stage for your automation process using Pabbly Connect.

2. Configuring Google Sheets to Collect Participant Data

In this section, you will use Google Sheets to collect the details of participants for whom you want to create certificates. This is a crucial step as it serves as the data source for your automation in Pabbly Connect.

• Create a new Google Sheet with columns for Name, WhatsApp Number, and Blood Group.
• Fill in the details of the participants in the respective columns.
• Ensure the sheet is accessible for Pabbly Connect to retrieve data.

Now that your Google Sheet is set up, you can proceed to connect it within Pabbly Connect. This will allow you to fetch participant details automatically when creating certificates.

3. Setting Up the Trigger in Pabbly Connect

Next, you will set up a trigger in Pabbly Connect that will initiate the workflow. In this case, you will use the ‘Scheduler’ feature to determine when to run the workflow. This is essential for scheduling the sending of certificates after the event.

Choose the ‘Once’ option under the Scheduler settings and set the date and time for when you want the certificates to be sent. For example, if the event is on the 20th, you can schedule the sending for the 22nd at 10:30 AM. This ensures that all certificates are sent automatically at the specified time.

4. Creating Certificates in Google Docs via Pabbly Connect

After setting the trigger, the next step is to create the certificates using Google Docs. You will need to have a template ready that includes placeholders for participant details like name and blood group.

• Select Google Docs as the action app in Pabbly Connect.
• Choose the ‘Create Document from Template’ action event.
• Map the fields such as Name, Blood Group, and Date from the previous steps.

This will allow Pabbly Connect to generate a unique certificate for each participant, replacing the placeholders in the template with their respective details.

5. Sending Certificates via WhatsApp Using Pabbly Connect

The final step in the automation process is to send the generated certificates via WhatsApp. For this, you will need to set up the WhatsApp Cloud API within Pabbly Connect.

After configuring the WhatsApp API, use the ‘Send Template Message’ action event to send the certificates. Ensure to map the recipient’s WhatsApp number and the link to the generated certificate document. This way, participants will receive their certificates directly on WhatsApp.

Conclusion

In this tutorial, we have demonstrated how to automate the creation and sending of certificates using Pabbly Connect, Google Docs, and WhatsApp. By following these steps, you can streamline the process and ensure that participants receive their certificates automatically, saving time and effort.