Learn how to automatically create and send certificates for an online cooking course using Pabbly Connect and various applications like Google Drive and WhatsApp. 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 Certificate Automation

To start automating the certificate creation process for your online cooking course, access Pabbly Connect. This platform allows seamless integration between various applications, making it easy to manage your workflow.

Begin by logging into your Pabbly Connect account. Once inside, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give it a relevant name, such as ‘Cooking Course Certificate Automation’. This sets the stage for integrating Google Forms and WhatsApp.

2. Integrating Google Forms with Pabbly Connect

Next, you will connect Google Forms to Pabbly Connect, allowing you to gather participant details. Create a Google Form that collects names, email addresses, and WhatsApp numbers of participants completing the cooking course.

Once your form is ready, return to Pabbly Connect and set up a trigger for this integration:

  • Select ‘Google Forms’ as the trigger app.
  • Choose the event ‘New Response in Spreadsheet’.
  • Connect your Google account and select the form you created.

This setup ensures that every time a participant submits their details, Pabbly Connect will capture this information automatically.

3. Creating Certificates Using Google Drive and Pabbly Connect

For the next step, integrate Google Drive with Pabbly Connect to create personalized certificates. You will need a template for the certificate saved in Google Drive.

Follow these steps to establish the connection:

  • Add Google Drive as the action app in Pabbly Connect.
  • Select the action event ‘Create Document from Template’.
  • Choose your certificate template and map the participant’s name from the Google Form response.

This process will automatically generate a certificate for each participant once they complete the course.

4. Sending Certificates via WhatsApp Using Pabbly Connect

After generating the certificates, the next step is to send them via WhatsApp. For this, you will need to integrate WhatsApp with Pabbly Connect.

Set up the WhatsApp integration as follows:

Choose WhatsApp as the action app in Pabbly Connect. Select ‘Send Message’ as the action event. Map the WhatsApp number and the generated certificate link in the message body.

With this setup, once a certificate is created, it will be sent automatically to the participant’s WhatsApp number.

5. Testing and Finalizing Your Pabbly Connect Workflow

Once all integrations are set up, it’s crucial to test your workflow in Pabbly Connect. Submit a test response through the Google Form to ensure that the entire process works smoothly.

Check if the certificate is created in Google Drive and sent via WhatsApp without any issues. If everything works correctly, your automation is complete, and you can now efficiently send certificates to all participants of your online cooking course.

Remember to monitor your workflow performance and make adjustments in Pabbly Connect if necessary to optimize the process further.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically create and send certificates for an online cooking course via WhatsApp. By integrating Google Forms, Google Drive, and WhatsApp, you can streamline the certificate distribution process efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.