Create Certificates for Online Teachers Training Program and Send via WhatsApp Using Pabbly Connect

Learn how to automate certificate creation for online teachers training programs and send them via WhatsApp using Pabbly Connect in this detailed tutorial. 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. Accessing Pabbly Connect for Automation

To begin creating certificates for the Online Teachers Training Program, access Pabbly Connect by visiting Pabbly.com/connect. After signing up or logging in, you will reach the dashboard where you can create your workflow.

Once on the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets to Google Slides to WhatsApp’. This workflow will automate the certificate creation and sending process for your training program.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger in Pabbly Connect. First, select the Scheduler application as the trigger app. This allows you to specify when the workflow will run to create and send certificates.

• Choose the frequency of the workflow execution (e.g., once).
• Set the date and time for the automation to run.

After saving the trigger settings, your workflow is now scheduled to run at the specified time, preparing to fetch data from Google Sheets to create certificates.

3. Fetching Data from Google Sheets Using Pabbly Connect

Next, we will set up the action to fetch data from Google Sheets using Pabbly Connect. In the action step, choose Google Sheets as the app and select the ‘Get Rows’ action event. This will allow you to retrieve the details of the teachers from your spreadsheet.

Connect your Google Sheets account by following the prompts. After successfully connecting, select your spreadsheet (e.g., ‘Teachers Certificate List’) and the specific sheet (e.g., ‘Sheet1’). Specify the data range to fetch the teacher details.

4. Creating Certificates in Google Slides

Now that we have the data from Google Sheets, we can create certificates using Google Slides through Pabbly Connect. Add a new action step and choose Google Slides as the app. Select the ‘Create Presentation from Template’ action event.

Connect your Google Slides account and select the certificate template you created earlier. Map the dynamic fields such as name, course start date, and end date to the corresponding fields in your template. This will ensure that each certificate is personalized for each teacher.

• Select the template presentation for the certificate.
• Map the dynamic fields correctly to ensure accurate data placement.

After mapping, save the action to generate the certificates based on the data retrieved.

5. Sending Certificates via WhatsApp Cloud API

Finally, we will send the generated certificates to teachers via WhatsApp using the WhatsApp Cloud API integrated with Pabbly Connect. Add another action step and select WhatsApp Cloud API as the app, then choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by entering the required credentials. Select the message template you created for sending certificates, and map the recipient’s mobile number and the link to the PDF certificate generated earlier.

After saving this action step, the automation is complete. When the scheduled time arrives, Pabbly Connect will automatically fetch data from Google Sheets, create certificates in Google Slides, and send them via WhatsApp to the respective teachers.

Conclusion

In this tutorial, we demonstrated how to automate the creation and distribution of certificates for an Online Teachers Training Program using Pabbly Connect. By integrating Google Sheets, Google Slides, and WhatsApp Cloud API, you can efficiently manage your certification process without manual intervention, saving time and effort.