How to Automatically Send Messages With PDF File on WhatsApp Using Pabbly Connect

Learn how to use Pabbly Connect to automate sending messages with PDF files on WhatsApp through Google Sheets. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start the automation process of sending messages with PDF files on WhatsApp, first, access Pabbly Connect. This platform allows you to seamlessly integrate various applications, including Google Sheets and WhatsApp Business Solution Provider.

Begin by signing up for a free account on the Pabbly Connect website. After signing in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Google Sheets to WhatsApp Automation,’ and click ‘Create’ to proceed.

2. Set Up Google Sheets as the Trigger

In this step, you will set Google Sheets as the trigger application in your Pabbly Connect workflow. Select Google Sheets from the list of applications and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This will initiate the workflow whenever a new row is added or updated in your Google Sheets.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL is crucial for connecting Google Sheets with the Pabbly Connect workflow. Follow these steps to set up the connection:

• Open your Google Sheets in an incognito window to avoid account conflicts.
• Add the necessary details in the spreadsheet, including the recipient’s name, WhatsApp number, and the PDF file link.
• Install the ‘Pabbly Connect Webhooks’ add-on from the Google Workspace Marketplace.

Once the add-on is installed, refresh the spreadsheet and access the ‘Pabbly Connect Webhooks’ option from the Extensions menu. Click on ‘Initial Setup’ to paste the webhook URL from Pabbly Connect and specify the trigger column where data will be entered.

3. Configure WhatsApp Integration with Pabbly Connect

After setting up Google Sheets, the next step is to configure WhatsApp integration through Pabbly Connect. In your workflow, click on the action step and select the ‘Interact’ application for WhatsApp messaging. Choose the action event as ‘Send Template WhatsApp Message’ to send the message containing the PDF file.

To connect to Interact, you will need the API key from your Interact dashboard. Navigate to the settings in the Interact application, copy the secret key, and paste it into the Pabbly Connect action setup. Make sure to also map the recipient’s phone number from Google Sheets to the corresponding field in the WhatsApp message template.

Additionally, you will need to specify the template code for the message you want to send. This template should include placeholders for dynamic data, such as the recipient’s name and the PDF file link. Ensure that the header value contains the link to the PDF file, which you will also map from your Google Sheets data.

4. Test and Activate the Workflow

With the integration configured, it’s time to test the workflow in Pabbly Connect. Click on the ‘Send Test Request’ button to verify that the WhatsApp message is sent correctly to the specified number. Ensure that the message appears as intended, with the PDF file attached.

To do this, enter your own WhatsApp number in the testing field and click on ‘Save and Send Test Request.’ After executing this test, check your WhatsApp to confirm that the message has been received successfully. It should display the correct recipient name and include the PDF file link.

If the test is successful, return to Pabbly Connect and finalize the setup. Your automation is now ready to run. Whenever you enter new data into Google Sheets, a WhatsApp message with the PDF file will be sent automatically without any manual intervention.

5. Automate Your Messaging Process with Pabbly Connect

Now that your workflow is set up, you can automate the process of sending messages with PDF files on WhatsApp using Pabbly Connect. This integration allows you to streamline communications effectively, ensuring that recipients receive timely information without the need for manual sending.

Simply add new rows to your Google Sheets with the required details, and the automation will handle the rest. This setup is perfect for sending notifications, confirmations, or any documents that need to be shared with users via WhatsApp.

In summary, using Pabbly Connect for this integration not only saves time but also enhances communication efficiency. You can now focus on other important tasks while the automation takes care of sending messages seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send messages with PDF files on WhatsApp via Google Sheets. This powerful integration simplifies the process of communication, ensuring that messages are sent promptly and accurately. With just a few simple steps, you can automate your messaging workflow and enhance your productivity.