How to Merge Google Sheets with Google Document & Email as PDF Using Pabbly Connect

Learn how to integrate Pabbly Connect with Google Sheets and Google Document to automate sending PDFs via email. Follow our step-by-step guide! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Integration

To begin the process, you need to set up Pabbly Connect. This integration tool allows you to connect Google Sheets with other applications seamlessly. First, log in to your Pabbly Connect account and navigate to the dashboard.

Once on the dashboard, create a new workflow. Choose Google Sheets as your trigger application. You will then need to select the specific trigger event, such as ‘New Spreadsheet Row’. This action will initiate the workflow when a new row is added to your Google Sheets.

Connecting Google Sheets with The Channel Please

Next, you will connect your Google Sheets with The Channel Please. The primary application will pull data from your Google Sheets, which contains information about students and their details. Ensure your Google Sheets is structured correctly with headers for easy data mapping.

After selecting Google Sheets in Pabbly Connect, authorize your Google account. Then, select the specific spreadsheet you wish to use. You can also specify a particular worksheet within that spreadsheet. This setup ensures that The Channel Please retrieves the correct data.

Creating a Google Document with Data from Google Sheets

Now, you will create a Google Document that will be populated with the data retrieved from Google Sheets. In this step, select Google Docs as the action application in Pabbly Connect. Choose the action event ‘Create Document’.

Map the fields from your Google Sheets to the corresponding fields in the Google Document. For instance, if your Google Sheets contains student names and donation details, ensure these fields are correctly linked to their respective placeholders in the Google Document template.

• Select the template for your Google Document.
• Map the data fields accurately from Google Sheets.
• Ensure all necessary details are included in the document.

Review the document creation settings and finalize the template. This step ensures that the document will be formatted correctly and contain all the required information from the Google Sheets.

Emailing the Document as a PDF Attachment

After the Google Document is created, the next step is to email it as a PDF attachment. In Pabbly Connect, select your email application, like Gmail, as the next action. Choose the action event ‘Send Email’.

Fill in the email details, including recipient addresses, subject lines, and message bodies. You can also choose to attach the newly created Google Document as a PDF. Make sure to select the option to convert the document into a PDF format before sending.

• Input the recipient’s email address.
• Set a clear subject line for the email.
• Attach the PDF version of the Google Document.

Finally, test the email action to ensure everything works as expected. This will confirm that the integration between Google Sheets, Google Document, and email is functioning correctly.

Conclusion

This tutorial has shown you how to integrate Pabbly Connect with Google Sheets and Google Document to automate sending PDFs via email. By following these steps, you can streamline your document management process efficiently.