Create Certificates & Send on WhatsApp Automatically

Learn how to create participation certificates and send them via WhatsApp automatically using Pabbly Connect and Pabbly Connect in this detailed tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating Certificate Creation with Pabbly Connect

In this tutorial, we will explore how to use Pabbly Connect to create participation certificates automatically and send them via WhatsApp. This automation streamlines the process, making it efficient and hassle-free for event organizers.

We will be integrating Google Forms, Google Sheets, Google Slides, and Pabbly Chatflow with Pabbly Connect to achieve this. The goal is to collect participant information, generate certificates, and send them directly to participants through WhatsApp.

2. Setting Up Pabbly Connect for Certificate Automation

To begin, access Pabbly Connect by visiting the Pabbly Connect website. If you do not have an account, sign up for free to get started. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to start the automation setup.

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Create Certificates and Send on WhatsApp Automatically’).
• Select the ‘Google Forms’ application as the trigger.

After setting up the trigger, you will need to connect your Google Forms account to Pabbly Connect. This connection allows Pabbly Connect to capture form submissions automatically.

3. Integrating Google Forms and Google Sheets with Pabbly Connect

Once you have connected Google Forms, the next step is to link it with Google Sheets. This allows the participant data to be stored automatically in a spreadsheet. In Pabbly Connect, select the event ‘New Response Received’ to trigger the action whenever a form submission occurs.

To link Google Sheets, follow these steps:

• Go to the Google Sheets extension and select the Pabbly Connect Webhooks add-on.
• Paste the webhook URL provided by Pabbly Connect.
• Set the trigger column to the column where the final data will be sent.

With this integration, every new form submission will automatically populate the Google Sheet, which Pabbly Connect will use for generating certificates.

4. Creating Certificates Using Google Slides and Pabbly Connect

Now that your data is flowing into Google Sheets, the next step is to create the certificate template in Google Slides. Use placeholders in the template for participant names and event details. This template will be used to generate personalized certificates.

In Pabbly Connect, add an action step to create a presentation from the template. Here’s how:

Select Google Slides as the action application. Choose the event ‘Create Presentation from Template’. Map the participant’s name to the designated placeholder in the template.

This action will generate a personalized certificate for each participant based on the data captured from Google Forms through Pabbly Connect.

5. Sending Certificates via WhatsApp Using Pabbly Chatflow

After generating the certificates, the final step is to send them to participants via WhatsApp. For this, we will utilize Pabbly Chatflow, which integrates seamlessly with Pabbly Connect.

To send the certificates, follow these steps:

Add an action step in Pabbly Connect for Pabbly Chatflow. Select the event ‘Send Template Message’. Map the recipient phone number and document URL for the certificate.

This process ensures that each participant receives their certificate promptly via WhatsApp, completing the automation workflow set up with Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate the creation and distribution of participation certificates using Pabbly Connect. By integrating Google Forms, Google Sheets, Google Slides, and Pabbly Chatflow, you can streamline your processes and enhance participant engagement.

Now, you can easily create and send certificates without any manual effort, ensuring a smooth experience for both you and your participants.