Automate Course Enrollment Documents with Pabbly Connect

Learn how to automate sending course enrollment documents via Gmail using Pabbly Connect. Follow our step-by-step tutorial to integrate Google Sheets, Google Docs, and Gmail.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Course Enrollment Automation

To automate sending course enrollment documents via Gmail, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in or create a free account if you don’t have one.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Course Enrollment Document via Gmail’. This will set the foundation for your automation process, allowing you to connect Google Sheets, Google Docs, and Gmail seamlessly through Pabbly Connect.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Click on the trigger section and select Google Sheets from the list of applications.

Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means every time a new enrollment detail is added to your Google Sheet, Pabbly Connect will initiate the workflow. Follow these steps to complete the setup:

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Connect your Google Sheets account to Pabbly Connect.

After completing these steps, you will have successfully set up Google Sheets as your trigger, allowing Pabbly Connect to monitor for new enrollment data.

3. Creating Enrollment Certificates with Google Docs

Next, you will set up Google Docs to create personalized enrollment certificates. In Pabbly Connect, add an action step and select Google Docs as your action application.

Choose the action event ‘Create Document from Template’. You will need to connect your Google Docs account and select the template you have prepared for the enrollment certificate. Follow these steps:

• Select Google Docs as the action application.
• Choose the action event: Create Document from Template.
• Connect your Google Docs account to Pabbly Connect.

Map the necessary fields from your Google Sheet, such as student name and course name, to the corresponding fields in your Google Docs template. This allows Pabbly Connect to dynamically create a certificate for each new enrollment.

4. Sharing Enrollment Certificates via Gmail

After creating the enrollment certificate, the next step is to share it via Gmail. Add another action step in Pabbly Connect and choose Gmail as the action application.

Select the action event ‘Send Email V1’. Connect your Gmail account and fill in the required fields, including the recipient’s email address, subject, and email content. Here’s how you can set it up:

Select Gmail as the action application. Choose the action event: Send Email V1. Map the recipient’s email address from the Google Sheets response.

Once configured, Pabbly Connect will automatically send the enrollment certificate to the student’s email upon enrollment.

5. Conclusion

By following these steps, you can successfully automate sending course enrollment documents via Gmail using Pabbly Connect. This integration saves time and ensures that every student receives their personalized certificate promptly.

Utilizing Pabbly Connect for this process not only streamlines your workflow but also enhances the overall efficiency of your online education platform. Start automating today!