How to Convert Jotform Responses into PDFs & Share via Email Using Pabbly Connect

Learn how to automate converting Jotform responses into PDFs and sharing them via email using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform Integration

To convert Jotform responses into PDFs and share them via email, the first step is to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing into your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create a new workflow specifically for automating the process of converting Jotform responses into PDF documents. Click on the ‘Create Workflow’ button to get started.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the conversion of Jotform responses. After clicking on ‘Create Workflow,’ name your workflow something like ‘Convert Jotform Responses into PDFs and Share via Email.’ Select a folder to save this workflow, such as ‘Jotform Automations.’

• Name your workflow for easy identification.
• Choose a specific folder for organization.

After naming your workflow and selecting the folder, click on ‘Create’ to finalize it. This workflow will now serve as the basis for integrating Jotform responses with PDF creation and email sharing functionalities through Pabbly Connect.

3. Setting Up the Trigger for Jotform Responses

In this section, you will set up the trigger for your workflow. Click on the trigger application and select Jotform. For the trigger event, choose ‘New Response’ to capture responses submitted through your Jotform. This configuration allows Pabbly Connect to monitor the Jotform for any new submissions.

After selecting the trigger application and event, Pabbly Connect will provide a unique webhook URL. Copy this URL, as you will need it to connect your Jotform to Pabbly Connect. Navigate to your Jotform settings, go to the Integrations section, and search for Webhooks. Paste the copied URL to complete the integration.

4. Creating a PDF Document with Google Docs

Now that the trigger is set up, the next step is to create the PDF document using Google Docs. In the action step of your workflow, select Google Docs as the action application. Choose the action event ‘Create Document from Template’ to utilize a pre-designed template for your PDF.

Connect your Google Docs account with Pabbly Connect by allowing permissions. Select the template document you previously created for the letter of participation. For the new document’s name, map it to include the participant’s first and last name, followed by ‘- Letter of Participation.’ This dynamic naming will ensure each document is personalized.

• Select the appropriate Google Docs template.
• Map participant details for personalized document naming.

After configuring these details, save and send a test request to ensure that the document is created successfully. You should see the new document appear in your Google Drive.

5. Sharing the PDF via Email with Gmail

The final step in this process is to share the PDF document via email using Gmail. In the next action step, select Gmail as the action application and choose the event ‘Send Email.’ Connect your Gmail account to Pabbly Connect by granting the necessary permissions.

When configuring the email, map the recipient’s email address from the Jotform response. You can also customize the email subject and body, including personalized greetings and the event date. Finally, include the PDF link generated from the previous step as an attachment.

Map the recipient’s email address for personalized sending. Include the PDF link in the email attachment.

After filling in all the details, save and send a test request. Check your Gmail account to confirm that the email has been received with the attached PDF document. This completes the automation process using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate the conversion of Jotform responses into PDFs and share them via email using Pabbly Connect. By following these steps, you can streamline your event management process and enhance participant communication.