Automate Certificate Delivery on WhatsApp Using Pabbly Connect

Learn how to automate sending course completion certificates via WhatsApp using Pabbly Connect, Kajabi, and Google Slides in this step-by-step tutorial. 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. Accessing Pabbly Connect for Automation

To automate sending certificates on WhatsApp, you first need to access Pabbly Connect. This integration platform allows you to connect Kajabi, Google Slides, and WhatsApp seamlessly.

Start by visiting the Pabbly Connect website and signing up for a free account. Once you’re logged in, you can create a new workflow. Click on the blue button labeled ‘Create Workflow’ and give your automation a name, such as ‘Send Certificates on WhatsApp after Course Completion’.

2. Setting Up Kajabi as the Trigger Application

In this step, you will set Kajabi as the trigger application in Pabbly Connect. Select Kajabi from the application list and choose the trigger event as ‘New Form Submission’. This step ensures that whenever a course completion form is submitted, the automation is triggered.

• Select Kajabi as the application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Kajabi dashboard and navigate to the form section. Paste the copied webhook URL into the settings of the form that collects course completion data. This connection is crucial for capturing the form submission data in Pabbly Connect.

3. Generating Certificates Using Google Slides

Once the form submission is captured, the next step is to generate the certificate using Google Slides through Pabbly Connect. Select Google Slides as the next application in your workflow.

Choose the action event as ‘Create Presentation’. Here, you will need to select the template you created for the course completion certificate. Map the required fields, such as the student’s name and completion date, to ensure personalized certificates are generated automatically.

• Select the template for the certificate.
• Map the student’s name and completion date.
• Set the storage location in Google Drive for the generated certificates.

After configuring these settings, when a form is submitted, Pabbly Connect will automatically generate a personalized certificate in Google Slides.

4. Sending the Certificate via WhatsApp

With the certificate generated, the next step is to send it via WhatsApp using Pabbly Connect. For this, you will need to integrate WhatsApp Cloud API as the final step in your workflow.

Select WhatsApp Cloud API from the application list and choose the action event ‘Send Template Message’. You will need to set up your WhatsApp account and create a message template for sending the certificate.

Create a WhatsApp message template in your WhatsApp Cloud API account. Map the recipient’s phone number and the certificate URL. Test the WhatsApp message to ensure it is sent correctly.

Once everything is set up, Pabbly Connect will handle sending the certificate automatically to the recipient’s WhatsApp whenever the form is submitted.

5. Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of sending course completion certificates via WhatsApp. By integrating Kajabi, Google Slides, and WhatsApp, you can streamline your workflow and enhance user experience.

This automation saves time and ensures that every student receives their certificate promptly upon completion of their course. By following these steps, you can set up your own automated certificate delivery system with ease.