Learn how to automatically send WhatsApp messages with PDF file links using Pabbly Connect for seamless integration with Google Sheets and WhatsApp Cloud API. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start the automation process of sending WhatsApp messages with PDF links, you need to access Pabbly Connect. Begin by navigating to your browser and entering Pabbly.com/connect. This will take you to the Pabbly Connect dashboard where you can create an account or log in.

Once logged in, click on the Create Workflow button. Name your workflow, for example, PDFs on WhatsApp from Google Sheets, and click on Create. This action sets up a new workflow where you can establish triggers and actions.

2. Setting Up Google Sheets as the Trigger in Pabbly Connect

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger app and choose the New or Updated Spreadsheet Row trigger event. This allows you to capture new user data added to your Google Sheet.

  • Select Google Sheets as the trigger application.
  • Choose the trigger event as New or Updated Spreadsheet Row.
  • Copy the provided webhook URL to connect Google Sheets to Pabbly Connect.

Next, go to your Google Sheet, click on Extensions, then Add-ons, and select Get Add-ons. Search for Pabbly Connect Webhooks and install it. After installation, refresh your Google Sheet and set up the add-on by pasting the webhook URL in the initial setup.

3. Configuring WhatsApp Cloud API in Pabbly Connect

Now that the trigger is set up, it’s time to configure the action to send messages via WhatsApp using the WhatsApp Cloud API through Pabbly Connect. In the action step, select WhatsApp Cloud API and choose the Send Template Message action event.

To connect your WhatsApp Cloud API account, you will need to provide the following details:

  • Token ID: Your permanent access token for WhatsApp Cloud API.
  • Phone Number ID: The ID associated with your WhatsApp number.
  • WhatsApp Business Account ID: Your WhatsApp business account identifier.

After entering these details, select the template you want to use for sending messages. Make sure the template is pre-approved by Meta to avoid any spamming issues.

4. Mapping Data from Google Sheets to WhatsApp Messages

In this section, you will map the data collected from Google Sheets to the WhatsApp message template using Pabbly Connect. Ensure that the recipient’s mobile number is formatted correctly with the country code but without the plus sign.

For the message body, you can include dynamic fields such as the user’s name and location. This is done by selecting the mapped fields from the Google Sheets responses:

Recipient Mobile Number: Map the mobile number from the Google Sheets data. Header Document URL: Link to the PDF file you want to send. Body Fields: Include dynamic variables like the user’s name and trip location.

Once the mapping is complete, click on Save and Send Test Request. This will send a test message to the specified WhatsApp number to confirm that everything is working correctly.

5. Testing the Automation Workflow with Pabbly Connect

To finalize your automation setup, you will test the workflow created in Pabbly Connect. Add a new row in your Google Sheet with the user’s details and the PDF link. This will trigger the automation, sending the WhatsApp message automatically.

Once the data is added, check the recipient’s WhatsApp account to verify that the message has been received successfully. The message should include the dynamic data you mapped earlier, along with the attached PDF link.

By using Pabbly Connect, you can effortlessly automate the process of sending WhatsApp messages with PDF file links, ensuring that your clients receive timely information without manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send WhatsApp messages with PDF file links. By integrating Google Sheets and WhatsApp Cloud API, you can streamline your communication 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.