Deliver Professional Course Certificates on WhatsApp Automatically!

Learn how to automate the delivery of professional course certificates on WhatsApp using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To deliver professional course certificates on WhatsApp automatically, the first step is to set up Pabbly Connect. Begin by navigating to the Pabbly Connect dashboard by visiting pabby.com/connect. Here, you can either sign in or create a new account if you are a first-time user.

Once you are logged in, locate the ‘Create Workflow’ button on the right side of the dashboard. You will be prompted to select between two workflow builders. Choose the modern version for a better experience. Name your workflow as ‘Deliver Professional Course Certificates on WhatsApp Automatically’ and create it to proceed.

2. Integrating Typeform with Pabbly Connect

The next step is to integrate Typeform with Pabbly Connect. This integration will allow you to trigger the workflow whenever a new form submission occurs. Select Typeform as your trigger application and choose the ‘New Entry’ event.

• Search and select Typeform from the application list.
• Click on the Connect button and choose ‘Add New Connection’ to link your Typeform account.
• Grant permissions by clicking the Accept button.

After establishing the connection, select the specific Typeform you created for course registrations. Test the connection by filling out the form to ensure that the workflow is triggered correctly.

3. Creating Certificates in Google Slides

Once the Typeform integration is successful, the next step involves creating certificates using Google Slides through Pabbly Connect. Choose Google Slides as your action application and select the ‘Create Presentation from Template’ event.

To connect Google Slides, click the Connect button and select ‘Add New Connection.’ Sign in with your Google account and allow the necessary permissions. After connecting, select your pre-designed certificate template.

• Map the student’s name and course details to the template.
• Specify the location in Google Drive where the certificate will be saved.

Click ‘Save and Send Test Request’ to create the certificate. Check your Google Drive to confirm that the certificate has been generated successfully.

4. Sending Certificates via WhatsApp

The final step in this automation process involves sending the generated certificates to students via WhatsApp using Pabbly Connect. Select WhatsApp Cloud API as your next action application and choose the ‘Send Text Message’ event.

Connect to the WhatsApp Cloud API by clicking the Connect button and selecting ‘Add New Connection.’ Fill in the required fields: access token, phone number ID, and WhatsApp business account ID. After connecting, enter the recipient’s phone number and the message that includes the downloadable link to the certificate.

Map the student’s phone number from the Typeform response. Include a message that congratulates the student and provides the link to download their certificate.

Save the settings and click ‘Save and Send Test Request’ to send the message. Check the student’s WhatsApp to ensure they received the certificate link successfully.

5. Conclusion

By following this detailed tutorial, you can efficiently automate the delivery of professional course certificates on WhatsApp using Pabbly Connect. This integration streamlines the process, ensuring that students receive their certificates promptly after completing their courses.

With the power of Pabbly Connect, you can enhance your business automation and improve the overall experience for your students. Start implementing this workflow today to save time and boost efficiency!