Send PDFs on WhatsApp Automatically After Form Submission!

Learn how to automate sending PDFs on WhatsApp after form submissions with Pabbly Connect. Step-by-step guide on integrating Google Forms and WhatsApp. 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 Automation

To send PDFs on WhatsApp automatically after form submission, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect website and signing up for a free account if you are a new user or signing in if you already have an account.

Once logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow. This platform allows you to easily integrate various applications, including Google Forms and WhatsApp, to automate your tasks seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to select a workflow builder. Choose the modern version for a more flexible experience.

• Click on ‘Create Workflow’.
• Select the modern workflow builder.
• Name your workflow, e.g., ‘Send PDFs on WhatsApp Automatically After Form Submission’.

Once you have named your workflow, click on the ‘Create’ button to proceed. This will take you to the workflow setup page where you can start configuring your triggers and actions.

3. Setting Up Google Forms in Pabbly Connect

The next step in the automation process involves setting up Google Forms as the trigger application in Pabbly Connect. You will need to select Google Forms and then choose the event ‘New Response Received’ to trigger the workflow whenever a new form submission occurs.

After selecting the trigger event, you will see a webhook URL generated by Pabbly Connect. Copy this URL and go to your Google Forms to set up the webhook.

• Create a new Google Form with fields like Full Name, Phone Number, Email, and Company Name.
• Link the form responses to a Google Sheet.
• Set up the webhook in the Google Form settings using the copied URL.

This setup ensures that every time a form is submitted, the data will be sent to Pabbly Connect and trigger the next actions in your workflow.

4. Connecting WhatsApp to Pabbly Connect

After configuring Google Forms, the next step is to set up WhatsApp in your Pabbly Connect workflow. You will need to add an action step where you choose WhatsApp Cloud API and select the event ‘Send Template Message’.

To connect WhatsApp Cloud API, click on the ‘Connect’ button and enter your WhatsApp Business Account details, including the access token and phone number ID. This allows Pabbly Connect to send messages on your behalf.

Input the access token and phone number ID from your WhatsApp Business account. Map the phone number from the Google Form response to send messages to the correct recipient. Select the template message you want to send, ensuring it has been approved by WhatsApp.

Once everything is set up, you can test the connection to ensure that messages are sent successfully whenever a form is submitted.

5. Testing the Automation Workflow

The final step is to test your automation workflow in Pabbly Connect. Fill out the Google Form with test data and submit it. This action should trigger the workflow, sending the PDF agenda to the specified WhatsApp number.

Check your WhatsApp account to confirm that the PDF has been received. You should see a message thanking the user for their registration and providing the attached document.

By following these steps, you can automate the process of sending PDFs on WhatsApp after form submissions, enhancing your business operations with Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect, you can effortlessly automate sending PDFs on WhatsApp after form submissions. This integration streamlines your workflow and improves communication with your clients.