How to Update Google Sheets Row & Send Email Notification with Pabbly Connect

Learn how to update Google Sheets and send email notifications for updated entries in Cognito Forms using Pabbly Connect. Step-by-step tutorial included. 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 Integration

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly website and selecting the option to sign in or sign up for free. If you are a new user, creating an account is quick and grants you 100 free tasks to explore the platform.

Once signed in, navigate to the ‘All Apps’ section where you can find various Pabbly products. Click on Pabbly Connect to access the dashboard, where you can create and manage your automation workflows.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button located in the upper right corner of the dashboard. You will be prompted to name your workflow; for this tutorial, name it something like ‘Cognito Forms to Google Sheets to Gmail’. After naming, click on ‘Create’.

• Select Cognito Forms as the trigger application.
• Choose the trigger event as ‘Update Entry’.
• Copy the provided webhook URL for use in Cognito Forms.

After setting up the trigger, you will see two windows: one for the trigger and another for actions. This setup allows you to automate the entry updates from Cognito Forms to Google Sheets and send notifications via Gmail using Pabbly Connect.

3. Configuring Cognito Forms for Updates

Next, head to your Cognito Forms account and select the form you wish to use. Enable the ‘Post JSON data to a website’ option under the form settings. Paste the copied webhook URL from Pabbly Connect into the ‘Update Entry Endpoint’ field and save your changes.

Now, go back to Pabbly Connect, which will show it is waiting for a response. You need to perform a test submission by updating an entry in your Cognito Forms. Make a small change to an entry, such as updating a phone number, and save it.

4. Updating Google Sheets with Pabbly Connect

Once the entry is updated in Cognito Forms, return to Pabbly Connect to process the action. First, select Google Sheets as the action application and choose the ‘Lookup Spreadsheet Row’ action event. Connect your Google account to allow Pabbly Connect to access your sheets.

• Select the spreadsheet where your data is stored.
• Set the lookup column to the entry number.
• Map the entry number from Cognito Forms to find the corresponding row.

After configuring the lookup, click on ‘Save and Send Test Request’. This will retrieve the row data from Google Sheets, allowing you to update the necessary fields based on the updated entry.

5. Sending Email Notifications via Gmail

Finally, to send an email notification to the user, add another action step in Pabbly Connect by selecting Gmail as the application and choosing ‘Send Email’ as the action event. Connect your Gmail account and set up the email details, including the recipient’s email, subject, and body content.

Make sure to map the user’s details from the previous steps, such as their name and updated contact information, into the email body. After entering all the required fields, click on ‘Save and Send Test Request’. You should receive a confirmation that the email has been sent successfully.

Conclusion

This tutorial has demonstrated how to use Pabbly Connect to automate the process of updating Google Sheets and sending email notifications when entries are updated in Cognito Forms. By following these steps, you can streamline your workflow and enhance communication with users efficiently.