Automate Community Service Certificates with Pabbly Connect: A Step-by-Step Guide

Learn how to automate the creation and sending of community service certificates using Pabbly Connect, Google Forms, Google Slides, and WhatsApp. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of creating community service certificates, first access Pabbly Connect. This platform serves as the central hub for integrating various applications like Google Forms, Google Slides, and WhatsApp.

Open your browser and navigate to Pabbly Connect. Sign up for a free account if you haven’t already, or log in to your existing account. Once logged in, you will be directed to the dashboard where you can create a new workflow.

2. Creating the Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that links Google Forms with WhatsApp. Start by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Community Service Certificates from Google Forms to WhatsApp’.

Next, set up the trigger event. Choose Google Forms as the application and select the trigger event as ‘New Response in Spreadsheet’. This will allow Pabbly Connect to capture responses from your Google Form. After selecting this, you will receive a webhook URL that you will use to connect your Google Form to Pabbly Connect.

3. Connecting Google Forms to Pabbly Connect

To connect your Google Form to Pabbly Connect, go to your Google Form and click on the ‘Responses’ tab. Here, you will find the option to link your form to a Google Sheet. After linking, open the Google Sheet and navigate to the ‘Extensions’ menu.

In the Extensions menu, select ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Paste the webhook URL you copied earlier into the designated field. Set the trigger column to the last data entry column, typically the last filled column in your sheet. Click ‘Send Test’ to verify the connection, ensuring that the data is sent to Pabbly Connect successfully.

• Open Google Form and link it to a Google Sheet.
• Go to Extensions > Pabbly Connect Webhooks > Initial Setup.
• Paste the webhook URL and set the trigger column.

This setup allows Pabbly Connect to receive new responses automatically, streamlining the certificate creation process.

4. Creating Certificates in Google Slides

Now that you have connected Google Forms to Pabbly Connect, the next step is to create certificates using Google Slides. In your Pabbly Connect workflow, add a new action step and select Google Slides as the application. Choose the action event ‘Create Presentation from Template’.

Connect your Google Slides account and select the template you will use for the certificates. This template should already have placeholders for the volunteer’s name and date. Map the volunteer’s name and the formatted date into the respective fields in Pabbly Connect. This ensures that each certificate is personalized for the volunteer.

• Select Google Slides as the application in Pabbly Connect.
• Choose ‘Create Presentation from Template’ as the action event.
• Map the volunteer’s name and date into the certificate template.

After saving the action, a new certificate will be generated in your Google Drive, ready to be sent to the volunteer.

5. Sending Certificates on WhatsApp

The final step is to send the generated certificates to volunteers via WhatsApp using Pabbly Connect. To do this, add another action step in your workflow and select the 360 Dialog application for WhatsApp integration. Choose the action event ‘Send Template Messages’.

Connect your 360 Dialog account and select the template you created for sending messages. Map the volunteer’s phone number and the link to the generated certificate. Once everything is mapped correctly, click on ‘Save and Send Test Request’. This will send the certificate to the volunteer’s WhatsApp account, completing the automation process.

With this setup, you can send personalized community service certificates automatically, saving time and effort for your organization.

Conclusion

Using Pabbly Connect, you can automate the process of creating and sending community service certificates efficiently. By integrating Google Forms, Google Slides, and WhatsApp, you streamline your workflow and enhance communication with your volunteers. Start using Pabbly Connect today to simplify your automation tasks.