Automatically Deliver PDF Files via WhatsApp Using Pabbly Connect and WooCommerce

Learn how to instantly deliver PDF files to customers on WhatsApp after course purchases in WooCommerce using Pabbly Connect. Follow this step-by-step guide. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WooCommerce Integration

To begin the automation process using Pabbly Connect, you first need to access the Pabbly Connect dashboard. Start by visiting the Pabbly Connect website and signing up for a free account, which offers 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive like ‘WooCommerce to WhatsApp Automation’ and hit the ‘Create’ button. This initiates the setup for your integration, allowing Pabbly Connect to facilitate the connection between WooCommerce and WhatsApp.

2. Configuring the Trigger in Pabbly Connect

The next step involves configuring the trigger in Pabbly Connect. Select WooCommerce as your trigger application and choose the event ‘New Order Created’. This event will notify Pabbly Connect whenever a new order is placed in your WooCommerce store.

• Choose WooCommerce as the app.
• Select ‘New Order Created’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, navigate to your WooCommerce settings in WordPress. Under the WooCommerce plugin, go to ‘Settings’ and then to the ‘Advanced’ tab, where you will find the ‘Webhooks’ option. Click on it and add a new webhook using the copied URL from Pabbly Connect. Name the webhook appropriately and set its status to active.

3. Capturing Order Data from WooCommerce

After setting up the webhook, it’s time to capture the order data. Return to Pabbly Connect and click on the ‘Recapture Webhook Response’ button. This action prepares the workflow to receive data from your WooCommerce store.

To test this, create a test order in your WooCommerce store. Fill in the necessary customer details, including the WhatsApp number, and complete the order. Once the order is placed, Pabbly Connect will capture the order data, including customer information and the purchased course details.

4. Filtering Course Purchases for PDF Delivery

To ensure that the PDF file is only sent for specific course purchases, use the filter feature in Pabbly Connect. This step is crucial to avoid sending files for other products.

• Select the filter option in Pabbly Connect.
• Set the condition to check if the line item name equals your course name.
• Save the filter settings to proceed.

This filtering process ensures that only orders for the specified course trigger the PDF delivery, allowing for precise automation tailored to your offerings.

5. Sending the PDF File via WhatsApp

Now, to send the PDF file to the customer on WhatsApp, add another action in Pabbly Connect. Choose WhatsApp Cloud API as the action application and select ‘Send Template Message’ as the action event.

Connect your WhatsApp account by entering the necessary credentials, including the access token and phone number ID. Map the customer’s WhatsApp number from the captured order data to ensure the message reaches the right recipient. Finally, select the message template you created for sending the PDF file and include the document URL in the message.

After saving the configuration, test the connection. A test message will be sent to the specified WhatsApp number, confirming that your automation is set up correctly. This automation allows you to deliver PDFs instantly and effortlessly to customers upon course purchase.

Conclusion

Using Pabbly Connect to automate the delivery of PDF files via WhatsApp after course purchases enhances customer satisfaction and saves time. This integration streamlines your workflow, ensuring that every order is processed efficiently without manual intervention.