How to Automate Certificate Generation with Pabbly Connect, Google Forms, and Canva

Learn how to automate certificate generation using Pabbly Connect, Google Forms, and Canva. Follow these detailed steps for seamless 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

Accessing Pabbly Connect to Start Automation

To begin automating certificate generation, access Pabbly Connect by navigating to the Pabbly Connect website. Here, you can either sign up for a new account or log in if you already have one. Once you have logged in, you will reach the dashboard where you can create a new workflow.

After signing in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Automatically Create Certificate from Canva’. This initial setup is crucial for connecting Google Forms and Canva through Pabbly Connect.

Setting Up Google Forms with Pabbly Connect

The first step in your automation is to connect Google Forms to Pabbly Connect. In the trigger section, search for Google Forms and select it. From the dropdown, choose ‘New Response Received’ as the trigger event.

Once selected, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and add it to your Google Form. Go to your Google Form, click on the responses tab, and select ‘Link to Sheets’ to create a new spreadsheet. After setting this up, you can add the webhook URL through the Google Sheets add-on for Pabbly Connect Webhooks.

Validating Participants Using Google Sheets

After setting up the Google Form, the next step is to validate the form submissions against a list of participants stored in Google Sheets. This is crucial to ensure that only students who have completed the course receive certificates. In Pabbly Connect, add an action step and select Google Sheets. Choose the action event as ‘Lookup Spreadsheet Row’.

Connect your Google Sheets account and select the spreadsheet containing the participant data. You will need to map the email address from the Google Form response to search for the corresponding participant in the sheet. This ensures that Pabbly Connect retrieves the correct data for generating certificates.

• Select the spreadsheet containing participant details.
• Map the email address from the form submission.
• Ensure the lookup column corresponds to the email address column in Google Sheets.

After completing this step, you will have a reliable method to validate participants using Pabbly Connect.

Generating Certificates with Canva via Pabbly Connect

With participant validation complete, the next step is to generate certificates using Canva. In Pabbly Connect, add another action step and choose Canva. Select the action event ‘Create Design Autofill Job’. This will allow you to create certificates based on a predefined template in Canva.

Connect your Canva account to Pabbly Connect. You need to provide the client ID and secret obtained from the Canva developer portal. Once connected, select the brand template you created for certificates. Map the fields for name and score from the previous steps to ensure the correct data is populated in the certificate template.

• Select the brand template for your certificate.
• Map the name and score fields using data from Google Sheets.
• Ensure the template is dynamic for future submissions.

After setting this up, Pabbly Connect will generate the certificate automatically when a new form submission is received.

Sending Certificates via Email with Gmail

Finally, to send the generated certificates, add another action step in Pabbly Connect and select Gmail. Choose the action event ‘Send Email’. Connect your Gmail account and specify the recipient’s email address, which you can map from the Google Form responses.

In the email content, include a personalized message along with the certificate as an attachment. You can map the certificate link generated from Canva in the previous step. This ensures that each participant receives their certificate promptly after submission.

After configuring the email settings, test the workflow to ensure that everything works smoothly. Pabbly Connect automates the entire process, from form submission to certificate delivery, streamlining your workflow effectively.

Conclusion

This tutorial demonstrated how to automate certificate generation using Pabbly Connect, Google Forms, and Canva. By following these steps, you can efficiently manage course completions and award certificates seamlessly.