Create Personalized Documents in Crove & Share on WhatsApp Automatically Using Pabbly Connect

Learn how to create personalized documents in Crove and share them on WhatsApp automatically using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create personalized documents in Crove and share them on WhatsApp automatically, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account. This platform will allow you to automate the document sharing process seamlessly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the plus sign to start setting up your integration. This is where the magic happens, as Pabbly Connect will facilitate the connection between Crove and WhatsApp.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that connects Crove to WhatsApp using Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Crove to WhatsApp Automation’. This name will help you identify the workflow later.

• Select Crove as the trigger application.
• Choose the trigger event as ‘PDF Generated’.
• Connect your Crove account to Pabbly Connect.

After setting up the trigger, you will need to configure the details. This includes selecting the template you want to use for generating documents. With Pabbly Connect, you can easily map the fields from Crove to ensure that the correct information is transferred.

3. Setting Up WhatsApp Integration with Pabbly Connect

After configuring Crove, the next step is to set up WhatsApp integration. In this section, you will use Pabbly Connect to send the generated PDF document to WhatsApp. Select WhatsApp as the action application.

• Choose the action event as ‘Send Template Message’.
• Connect your WhatsApp account via 360 Dialog.
• Map the recipient’s phone number and the document URL.

This process ensures that whenever a document is generated in Crove, it is automatically sent to the designated WhatsApp number. Pabbly Connect handles all the backend processes, making this automation seamless and efficient.

4. Testing the Integration

Once you have configured both Crove and WhatsApp, it’s time to test the integration. Go back to the Pabbly Connect dashboard and use the test feature to ensure everything works correctly. This step is crucial to verify that the documents are being sent as intended.

Fill in the test form with the required details such as employee name, date, and contact number. After submitting the form, check your WhatsApp for the received message. This will confirm that the integration is successful and that Pabbly Connect is functioning as expected.

5. Conclusion

In this tutorial, we explored how to create personalized documents in Crove and share them on WhatsApp automatically using Pabbly Connect. By following the detailed steps, you can streamline your document sharing process and improve efficiency.

Utilizing Pabbly Connect not only simplifies the integration between Crove and WhatsApp but also enhances your overall workflow automation. Start automating today and experience the benefits of seamless document sharing!