Learn how to automate the process of creating and sending certificates via WhatsApp using Pabbly Connect and Google Forms in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start the process of creating and sending certificates on WhatsApp, the first step is to access Pabbly Connect. This platform acts as the central hub for integrating various applications, ensuring a seamless workflow.

Open your browser and navigate to the Pabbly Connect website. Here, you can sign up for a free account or log in if you already have one. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create workflows that automate tasks between applications.

2. Create a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the certificate creation process. Click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Google Forms Certificates to WhatsApp Messages’. This name will help you identify the workflow later.

Next, set up the trigger and action for your workflow. The trigger will be a new form submission in Google Forms, and the action will be to send the certificate link via WhatsApp. This setup ensures that every time a student submits the form, a certificate will be automatically created and sent.

  • Click on the ‘Create Workflow’ button.
  • Name your workflow, e.g., ‘Google Forms Certificates to WhatsApp Messages’.
  • Select Google Forms as the trigger application.
  • Choose ‘New Response in Spreadsheet’ as the trigger event.

After setting the trigger, you will be provided with a webhook URL. This URL is crucial as it connects your Google Sheets (where form responses are stored) to Pabbly Connect.

3. Set Up Google Sheets Integration with Pabbly Connect

In this step, you will connect your Google Sheets to Pabbly Connect using the webhook URL generated earlier. Go to your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and finally ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your Google Sheets page. Navigate back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and choose ‘Initial Setup’. Paste the webhook URL you copied from Pabbly Connect into the provided field. Also, specify the trigger column where the last data entry occurs.

  • Go to Google Sheets and click ‘Extensions’.
  • Select ‘Add-ons’ and install ‘Pabbly Connect Webhooks’.
  • Refresh the Google Sheets page after installation.
  • Paste the webhook URL in the ‘Initial Setup’ of the add-on.

This setup allows Pabbly Connect to receive data from Google Sheets whenever a new form is submitted.

4. Generate Certificates in Google Slides Using Pabbly Connect

Once your Google Sheets is integrated, the next step is to generate certificates using Google Slides. In Pabbly Connect, add another action by clicking the plus icon and select Google Slides as the application. Choose the action event as ‘Create Presentation from Template’.

Connect your Google Slides account and select the template you created for the certificates. Map the student’s name and the current date into the template fields. This ensures that each certificate generated is personalized for the student who completed the course.

Select Google Slides as the action application. Choose ‘Create Presentation from Template’ as the action event. Map the student’s name and current date into the template fields.

After setting this up, the certificates will be automatically generated and saved in your specified Google Drive folder.

5. Send Certificates via WhatsApp Using Pabbly Connect

The final step is to send the generated certificate link to the student’s WhatsApp account. In Pabbly Connect, add another action and select the application Vati for sending WhatsApp messages. Choose ‘Send Template Message’ as the action event.

Connect your Vati account and map the WhatsApp number of the student, along with the template you created for sending messages. Ensure that you include the link to the generated certificate in the message body. Once this is set up, every time a student submits the form, they will receive their certificate link via WhatsApp automatically.

Select Vati as the application for sending WhatsApp messages. Choose ‘Send Template Message’ as the action event. Map the student’s WhatsApp number and the certificate link.

This integration allows for a seamless experience where students receive their certificates promptly upon course completion, all automated through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the process of creating and sending certificates via WhatsApp using Pabbly Connect and Google Forms. By following these steps, you can streamline your workflow and enhance the experience for your students.

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