Automate Certificate Generation Using Pabbly Connect with Zoho Forms and Google Slides

Learn how to automate certificate generation using Pabbly Connect, integrating Zoho Forms with Google Slides and Gmail for seamless workflow. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Workflow Automation

To automate the certificate generation process, we will use Pabbly Connect as the central integration platform. Begin by accessing Pabbly Connect through your web browser. If you’re new, sign up for a free account to explore its features.

Once logged in, navigate to your dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow as ‘Create Google Slides for Zoho Form Submission.’ This setup will enable you to connect Zoho Forms with Google Slides for generating certificates automatically.

2. Configuring Zoho Forms Trigger in Pabbly Connect

Next, we will set up the trigger in Pabbly Connect to capture new form submissions from Zoho Forms. Select Zoho Forms as your trigger application and choose the trigger event as ‘New Form Submitted.’ This means that every time a new feedback form is submitted, Pabbly Connect will initiate the workflow.

• Select your specific form, such as ‘Workshop Feedback Form’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to Zoho Forms and navigate to Integrations to configure webhooks.

Paste the copied webhook URL in the appropriate field and set the content type to application/json. After configuring, click save. This will establish a connection between Zoho Forms and Pabbly Connect, allowing it to capture the form submissions.

3. Generating Certificates with Google Slides

With the trigger set, we now proceed to the action step where we will generate certificates using Google Slides. In this step, select Google Slides as the action application and choose the action event ‘Create Presentation from a Template.’ This action will utilize a predefined template for the certificates.

To connect Google Slides with Pabbly Connect, click on ‘Connect’ and allow access to your Google account. After connecting, select your template presentation, which should be named something like ‘Workshop Completion Certificate Template.’ This enables Pabbly Connect to utilize the template for generating personalized certificates.

• Map the participant’s name from the previous step to personalize each certificate.
• Specify the location in Google Drive where the new certificate will be saved.
• Enter the date for the certificate manually or dynamically map it if needed.

Once all fields are filled, click on ‘Save and Send Test Request’ to create the certificate. This step will generate a new document in your Google Drive based on the template and participant information.

4. Sharing Certificates and Notifying Participants via Gmail

After generating the certificate, the next step is to share it with the participant and notify them via email. In this section, add another action step in Pabbly Connect and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’ to make the certificate accessible to the participant.

Connect Google Drive with Pabbly Connect by clicking on ‘Connect’ and allowing access. Map the file ID of the newly created certificate document from the previous action step. This ensures that the correct certificate is shared with the participant.

Select the file ID from the Google Slides action response. Confirm the sharing settings to allow anyone with the link to access the document.

Once the sharing is set up, proceed to add another action step to send an email via Gmail. Choose the action event ‘Send Email V2’ and connect your Gmail account. Map the participant’s email address from the Zoho Forms response and fill in the email subject and body, including a personalized message and the certificate attachment.

5. Testing and Verifying the Automation Workflow

Finally, to ensure that the entire automation workflow is functioning correctly, perform a test submission in Zoho Forms. Input dummy data for the form fields and submit the response. This will trigger the workflow in Pabbly Connect and initiate the entire process from certificate generation to email notification.

After submitting the form, check your Google Drive for the newly created certificate and verify that it has been shared correctly. Also, check the participant’s email inbox to confirm that they received the email with the attached certificate.

Ensure all data is correctly mapped and displayed in the certificate. Verify email delivery and attachment accessibility.

With successful testing, your automation setup using Pabbly Connect is complete, providing a seamless experience for generating and sharing certificates with workshop participants.

Conclusion

In this tutorial, we explored how to automate certificate generation using Pabbly Connect, integrating Zoho Forms with Google Slides and Gmail. This setup streamlines the process, allowing for efficient management of participant certificates with minimal manual effort.