Automatically Generate E-Certificates and Send via Email Using Pabbly Connect

Learn how to automatically generate e-certificates and send them via email using Pabbly Connect, Google Forms, and Gmail in this detailed tutorial. 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

1. Setting Up Pabbly Connect for E-Certificate Generation

To automatically generate e-certificates, the first step is to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you do not have an account, you can create one quickly. Once logged in, navigate to the ‘Pabbly Connect’ dashboard.

Next, click on the ‘Create Workflow’ button. You will then need to name your workflow appropriately, such as ‘E-Certificate Generation’. This naming helps you easily identify the workflow later. After naming, select the trigger application, which in this case is Google Forms.

2. Integrating Google Forms with Pabbly Connect

For the integration, you will need to connect your Google Forms account to Pabbly Connect. Click on the Google Forms option and select the trigger event as ‘New Response in Spreadsheet’. This will allow Pabbly Connect to detect new responses in your Google Form.

• Choose the specific Google Form you want to use for e-certificate generation.
• Authorize Pabbly Connect to access your Google Forms and Sheets.
• Test the connection to ensure everything is set up correctly.

Once the integration is successful, you will see a confirmation message. This means that Pabbly Connect is now ready to capture responses from your Google Form.

3. Creating E-Certificates Using Pabbly Connect

After integrating Google Forms, the next step is to create the e-certificates. Use Pabbly Connect to set up the action step. Select the application for e-certificate generation, which can be a Google Docs or a custom template you have prepared. using Pabbly Connect

In the action event, choose the option to ‘Create Document’. You will need to map the fields from Google Forms to the document template. For instance, map the participant’s name, email, and any other relevant details to the corresponding fields in your certificate template.

• Select the template that you want to use for the e-certificates.
• Fill in the required fields with data from Google Forms.
• Save the document after mapping all fields correctly.

Once the e-certificate is created, you can preview it to ensure that all details are correct. This step is crucial to avoid any errors before sending out the certificates.

4. Sending E-Certificates via Email Using Pabbly Connect

After generating the e-certificates, the next step is to send them via email. For this, you will again use Pabbly Connect. Select Gmail as the next action application in your workflow.

Choose the action event as ‘Send Email’. In the email setup, you will need to map the recipient’s email address from the Google Forms data. Additionally, attach the generated e-certificate document to the email. Customize the email subject and body to inform recipients about their certificate.

Enter a subject line such as ‘Your E-Certificate’. Write a brief message thanking them for their participation. Attach the generated e-certificate document to the email.

Once you have set up the email, test the action to ensure that the e-certificate is sent successfully. You should receive a confirmation message indicating that the email has been sent.

5. Finalizing the Workflow in Pabbly Connect

With the e-certificates generated and sent, the last step is to finalize your workflow in Pabbly Connect. Review all the steps in your workflow to ensure everything is configured correctly. Make any necessary adjustments to the fields or settings if needed.

Once satisfied, turn on the workflow to activate it. From this point on, every time someone submits a response through your Google Form, they will automatically receive an e-certificate via email. This automation saves time and ensures that participants receive their certificates promptly.

To monitor the performance of your workflow, check the task history in Pabbly Connect. This feature allows you to see how many certificates have been sent and if there were any issues during the process.

Conclusion

This tutorial demonstrates how to automatically generate e-certificates and send them via email using Pabbly Connect, Google Forms, and Gmail. By following these steps, you can streamline the certificate distribution process efficiently.