Automatically Send Certificates on Project Completion to Students via WhatsApp Using Pabbly Connect

Learn how to automate sending project completion certificates to students on WhatsApp using Pabbly Connect, Google Sheets, and Google Drive. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate sending certificates on project completion, start by accessing Pabbly Connect. This platform will serve as the central hub for integrating various applications like Google Sheets and WhatsApp.

Log into your Pabbly Connect account and create a new workflow. This will allow you to set up triggers and actions that automate the sending of certificates. Ensure you have your Google Sheets prepared with student details for seamless integration.

2. Trigger Setup with Google Sheets

The first step in our automation process is to set up Google Sheets as the trigger app in Pabbly Connect. This involves specifying when a new row is added to the Google Sheet, indicating a project completion.

• Open Pabbly Connect and select Google Sheets as the trigger application.
• Choose the event ‘New Spreadsheet Row’ to trigger whenever a new entry is made.
• Connect your Google account and select the specific spreadsheet you prepared earlier.

After setting up the trigger, test it to ensure that Pabbly Connect can successfully fetch data from your Google Sheet. This is crucial for the next steps in the automation process.

3. Creating Certificates Using Google Drive

Next, we need to create the certificates that will be sent to students. This is done through Google Drive, where you can use a pre-designed certificate template.

In Pabbly Connect, add a new action step and select Google Drive. Choose the ‘Create File from Template’ option to generate a certificate for each student based on their details from Google Sheets.

• Select the template file you created in Google Drive.
• Map the fields from Google Sheets to the corresponding fields in your certificate template.
• Save the changes and test this action to ensure certificates are created correctly.

This step is essential as it allows Pabbly Connect to generate personalized certificates for each student automatically.

4. Sending Certificates via WhatsApp

Once the certificates are created, the next step is to send them through WhatsApp. For this, we will use the WhatsApp integration available in Pabbly Connect.

Add another action step in your workflow and select WhatsApp as the application. Choose the ‘Send Message’ option to configure how the certificate will be sent to the students.

Connect your WhatsApp account using the API provided by Pabbly Connect. Map the phone number field from Google Sheets to the recipient field in WhatsApp. Include a message along with the certificate link that will be sent to each student.

After setting this up, test the action to confirm that the certificates are sent correctly via WhatsApp. This integration showcases how Pabbly Connect streamlines the entire process.

5. Finalizing the Workflow in Pabbly Connect

With all components set up, it’s time to finalize your workflow in Pabbly Connect. Ensure that all steps are connected properly and that the data flows seamlessly from Google Sheets to WhatsApp.

Review the entire workflow, making sure that each step is functioning as intended. Activate the workflow to begin automating the certificate sending process. This means every time a student completes a project and their details are entered into Google Sheets, they will receive their certificate automatically via WhatsApp.

By using Pabbly Connect, you can save time and enhance the efficiency of your workflow, ensuring that every student receives their well-deserved recognition without manual intervention.

Conclusion

In this tutorial, we explored how to automatically send project completion certificates to students via WhatsApp using Pabbly Connect, Google Sheets, and Google Drive. This streamlined process not only saves time but also ensures that students receive their certificates promptly and efficiently.