Automate Document Creation with Pabbly Connect and Documentaro

Learn how to automate document creation using Pabbly Connect, Google Sheets, and Documentaro. This step-by-step guide covers everything you need to know. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate your document creation process, you will first need to set up Pabbly Connect. This platform allows you to connect different applications seamlessly. Start by visiting the Pabbly website and signing up for a free account.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow according to your project needs. After naming, click on the ‘Create’ button to proceed to the workflow setup page.

2. Configuring Google Sheets as the Trigger in Pabbly Connect

In this section, you will configure Google Sheets as the trigger application in Pabbly Connect. The trigger event will be set to ‘New or Updated Spreadsheet Row.’ This means that every time a new row is added or an existing row is updated, the workflow will initiate.

• Search for Google Sheets in the trigger application section.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the provided webhook URL for connecting Google Sheets.

After copying the webhook URL, follow the instructions in Pabbly Connect to link it to your Google Sheets. Once the connection is established, you can test it by adding a new row to your spreadsheet, which will send test data back to Pabbly Connect.

3. Setting Up Documentaro as the Action in Pabbly Connect

Next, you will set up Documentaro as the action application in Pabbly Connect. This application allows you to create documents in various formats. Choose the action event as ‘Generate Document and Send as Email Attachment’.

To connect Documentaro, click on the ‘Connect’ button and select ‘Add New Connection’. You will need to enter your Documentaro API key, which can be found in your Documentaro account settings. Once connected, you can start configuring the document generation process.

4. Mapping Data and Testing the Workflow

After setting up the connection, it’s time to map the data from Google Sheets to Documentaro in Pabbly Connect. You need to map fields such as the recipient’s email address, name, and any other relevant information from the spreadsheet.

• Map the email field to send the document to the correct recipient.
• Provide a subject line for the email, like ‘Your Document is Ready’.
• Select the document template you created in Documentaro.

Once all fields are mapped, click on the ‘Save and Send Test Request’ button to see how the automation works. This action will generate a document based on the provided data and send it to the specified email address.

5. Finalizing and Using the Automation

After testing the workflow in Pabbly Connect, you can finalize the automation. The setup is designed to run automatically whenever a new row is added to your Google Sheets. This means you only need to configure it once, and it will handle future document generation without any manual intervention.

To ensure everything is functioning correctly, check your email for the generated document and verify that it matches the template you created. You can also revisit the Documentaro dashboard to see the documents generated through this automation.

By following these steps, you can efficiently automate your document creation and sharing process using Pabbly Connect alongside Google Sheets and Documentaro. This integration saves time and reduces manual errors, making your workflow more efficient.

Conclusion

In this tutorial, we explored how to automate document creation using Pabbly Connect, Google Sheets, and Documentaro. This integration simplifies the document generation process, enhancing efficiency and accuracy.