Learn how to create personalized certificates and send them via WhatsApp using Pabbly Connect with Google Sheets and Google Slides integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Certificate Automation

To start creating personalized certificates and sending them on WhatsApp, you need to access Pabbly Connect. This powerful integration platform allows you to connect Google Sheets and Google Slides seamlessly. If you are a new user, sign up for a free account to explore the capabilities of Pabbly Connect.

Once logged in, go to the dashboard and click on the blue button labeled ‘Create Workflow’. Name your workflow, for example, ‘Connect Google Sheets, Google Slides, and WhatsApp’. This sets the stage for the automation process. Make sure to select Google Sheets as your first application to trigger the workflow.

2. Setting Up Google Sheets with Pabbly Connect

The next step involves setting up Google Sheets in Pabbly Connect. This is where you will input the participant data. When a new entry is added or updated in Google Sheets, it will trigger the automation. Select Google Sheets as your application and choose the trigger event ‘New Spreadsheet Row’.

  • Select the correct Google Sheets account.
  • Choose the specific spreadsheet containing participant data.
  • Specify the trigger column, which will be the final data column to initiate the workflow.

After setting this up, copy the webhook URL provided by Pabbly Connect and paste it into the Google Sheets add-on for webhooks. This ensures that every time a participant’s data is added, it will be sent to Pabbly Connect for further processing.

3. Creating Certificates Using Google Slides

After connecting Google Sheets, the next step is to create certificates using Google Slides through Pabbly Connect. Select Google Slides as the next application in your workflow and choose the action event ‘Create Presentation from Template’. This action will use your pre-designed certificate template.

Make sure to map the participant’s name and other variables in the certificate template. The title of the new presentation can be dynamically generated by combining fixed text with the participant’s name.

  • Select the template presentation you created in Google Slides.
  • Map the participant’s name and date into the template fields.
  • Choose the location in Google Drive where the certificate will be saved.

Once you click on ‘Save and Send Test Request’, Pabbly Connect will create the certificate in the specified Google Drive folder, ready for distribution.

4. Sending Certificates via WhatsApp

With the certificates created, the final step is to send them via WhatsApp using Pabbly Connect. For this, you will use the Interact application as the action event. Connect your Interact account to Pabbly Connect and set up the message template that will accompany the certificate.

Make sure to provide the recipient’s phone number and map the certificate link generated in the previous step. This ensures that each participant receives their personalized certificate directly on WhatsApp.

Specify the country code and phone number of the participant. Map the template code and language code for the WhatsApp message. Attach the certificate PDF link in the message body.

After clicking ‘Save and Send Test Request’, Pabbly Connect will send the WhatsApp message with the certificate link to the participant, completing the automation process.

5. Automating Bulk Certificate Creation

If you want to automate the creation and sending of certificates for multiple participants, Pabbly Connect allows you to enable the option to send all data. This feature ensures that all entries in Google Sheets are processed in bulk, creating and sending certificates automatically.

When this option is enabled, Pabbly Connect will loop through each participant’s data, creating individual certificates and sending them via WhatsApp seamlessly. This saves time and ensures that no participant is left out.

After enabling the option, you can monitor the created certificates in your Google Drive folder and verify that they have been sent to the respective WhatsApp numbers. This bulk processing capability makes Pabbly Connect an invaluable tool for educators and event organizers.

Conclusion

Using Pabbly Connect, you can easily automate the process of creating personalized certificates and sending them via WhatsApp. This integration with Google Sheets and Google Slides streamlines the workflow, making it efficient and hassle-free. By following the steps outlined in this tutorial, you can set up your own automated certificate sending system today.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.