Automatically Send PDF Files from Google Sheets to WhatsApp Using Pabbly Connect

Learn how to automatically send PDF files from Google Sheets to WhatsApp using Pabbly Connect. Step-by-step tutorial with detailed instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up the Pabbly Connect Workflow

To begin sending PDF files automatically from Google Sheets to WhatsApp, you need to set up a workflow in Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account that gives you 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. Assign a suitable name for your workflow, such as ‘Send PDF Files on WhatsApp from Google Sheets’. After naming your workflow, click the ‘Create’ button to load the workflow page.

2. Setting Up the Trigger in Google Sheets

The first step in the automation process is to set up the trigger in Pabbly Connect. Choose Google Sheets as the trigger application and select the trigger event as ‘New or Updated Spreadsheet Rows’. This trigger will activate whenever a new row is added to your Google Sheets.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Rows.
• Copy the webhook URL provided by Pabbly Connect.

Now, navigate to your Google Sheets and install the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your spreadsheet to see the new options.

3. Initial Setup in Google Sheets

After installing the Pabbly Connect Webhooks add-on, you need to perform the initial setup. Click on Extensions > Pabbly Connect Webhooks > Initial Setup. In the webhook URL field, paste the URL you copied earlier.

Next, specify the trigger column, which is the last column where you will enter data to trigger the automation. For this example, let’s say the trigger column is Column E. After entering the webhook URL and trigger column, click on ‘Submit’ to save your settings.

• Paste the webhook URL in the designated field.
• Set the trigger column to Column E.
• Click ‘Submit’ to finalize the setup.

By completing this initial setup, you have successfully connected Google Sheets to Pabbly Connect, allowing it to capture data from your spreadsheet.

4. Connecting to WhatsApp Cloud API

Next, you will configure the action step in your Pabbly Connect workflow to send messages via WhatsApp. Choose WhatsApp Cloud API as the action application and select the action event as ‘Send Text Message’. Click on ‘Connect’ to set up the connection. using Pabbly Connect

To establish this connection, you will need your WhatsApp Cloud API credentials, including the permanent access token, phone number ID, and WhatsApp Business Account ID. These can be found in the Meta Developer application for WhatsApp.

Select WhatsApp Cloud API as the action application. Choose ‘Send Text Message’ as the action event. Enter the required WhatsApp API credentials.

Once you have entered the credentials, you can map the recipient’s phone number and the message content. Make sure the phone number includes the country code and does not have a plus sign.

5. Testing the Automation

After setting up the WhatsApp Cloud API connection, it’s time to test your automation. Send a test request to ensure everything is working correctly. Click on ‘Save and Send Test Request’ in Pabbly Connect.

If the setup is correct, you will see a confirmation message, and the PDF file will be sent to the specified WhatsApp number. This automation will now run automatically whenever a new row is added to your Google Sheets, sending the PDF file to the recipient’s WhatsApp.

Click ‘Save and Send Test Request’ to initiate the test. Check your WhatsApp for the message confirmation. Ensure the PDF link is included in the message.

This successful test confirms that your automation is set up correctly through Pabbly Connect, allowing seamless communication through WhatsApp.

Conclusion

In this tutorial, we demonstrated how to automatically send PDF files from Google Sheets to WhatsApp using Pabbly Connect. By following the outlined steps, you can efficiently manage your customer communications and streamline your workflow.

Utilizing Pabbly Connect for this integration not only saves time but also enhances your operational efficiency. Start automating your processes today!