Integrating Google Forms, Google Docs, and Google Drive with Pabbly Connect

Learn how to integrate Google Forms, Google Docs, and Google Drive using Pabbly Connect to automate document creation and storage. 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 start integrating Google Forms, Google Docs, and Google Drive, access Pabbly Connect. This platform allows you to automate workflows effortlessly. First, visit the Pabbly Connect website and sign up for a free account to access automation tasks.

Once signed in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, which will help you manage your automations effectively. This is the first step in setting up your integration process.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will define the trigger that initiates your workflow. Select Google Forms as your trigger application within Pabbly Connect. Choose the trigger event as ‘New Response Received’ to capture responses from your Google Forms.

• Open your Google Form and access the responses section.
• Link a Google Sheets spreadsheet to capture responses.
• Use an incognito window to avoid account conflicts.

After setting up the trigger, copy the webhook URL provided by Pabbly Connect. This URL will be used to link your Google Form responses to the automation workflow.

3. Configuring Google Forms with Pabbly Connect

To send data to Pabbly Connect, open the linked Google Sheets in incognito mode. Click on Extensions, then Get Add-ons, and search for ‘Pabbly Connect Webhooks’. Install this add-on to enable webhook functionality.

Once the add-on is installed, refresh the spreadsheet and access the Pabbly Connect Webhooks option under Extensions. In the initial setup, paste the copied webhook URL and specify the trigger column. This column indicates where the data will be sent when a new form response is received.

4. Creating Documents in Google Docs Automatically

Now that the trigger is set, the next step is to create a document in Google Docs using the responses captured via Pabbly Connect. First, add a new action step and select Google Docs as the application. Choose the action event as ‘Create Document from Template’.

In this step, you will map the fields from your Google Form responses to the document template. This includes the name, email, and phone number of the form submitter. Ensure that the document name is unique by combining the submitter’s name with the submission date.

• Select the appropriate Google Docs template for your document.
• Map the fields to placeholders in the template.
• Test the setup to ensure documents are created correctly.

This setup will ensure that every new form submission results in a polished document stored in Google Drive.

5. Finalizing and Sharing the Folder in Google Drive

The final step involves creating a dedicated folder in Google Drive to store the generated documents. Use Pabbly Connect to create a folder with a unique name based on the spreadsheet title or row index.

After the folder is created, you can share it with team members or the form submitter. Select the action event ‘Share a File or Folder by ID’ in Google Drive and map the folder ID from the previous step. Enter the email addresses of the recipients to share access.

This automated process will save time and enhance collaboration by ensuring that all necessary documents are readily accessible in one centralized location.

Conclusion

In this tutorial, we explored how to integrate Google Forms, Google Docs, and Google Drive using Pabbly Connect. This automation not only streamlines document creation but also enhances productivity by centralizing data access. Implementing these steps will allow you to focus on more important tasks while ensuring efficient workflow management.