Automate Email Notifications Using Pabbly Connect with Google Sheets

Learn how to automate email notifications based on Google Sheets data using Pabbly Connect. Set up conditional emails effortlessly! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating email notifications, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly. First, sign up for a free account and log in to your dashboard.

Once logged in, click on the ‘Create Workflow’ button. You can name your workflow according to your preference, for instance, ‘Email Notifications from Google Sheets’. This sets the foundation for your automation process.

2. Triggering Event from Google Sheets

The first step in your workflow involves setting up a trigger event using Pabbly Connect. Choose Google Sheets as your trigger application. Select the trigger event as ‘New or Updated Spreadsheet Row’ to capture any new entries in your spreadsheet.

• Select Google Sheets from the application list.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, follow the instructions to connect your Google Sheets. This will allow Pabbly Connect to receive data from your spreadsheet whenever a new row is added.

3. Applying Conditions for Sending Emails

Once the trigger is set, the next step involves applying conditions to determine which emails to send. In this step, you will use the ‘Filter’ feature in Pabbly Connect. Select the label for filtering based on the final result of your data, such as ‘Pass’ or ‘Fail’.

Set the filter type to ‘Equals’ and input the value as ‘Pass’. This ensures that only students who have passed will be eligible to receive emails. You can add additional conditions by clicking the plus icon for more complex scenarios.

• Select the final result label from the previous step.
• Choose ‘Equals’ as the filter type and set the value to ‘Pass’.
• Add another condition for marks if needed.

Once you have set the conditions, click on ‘Save’ and test the request to ensure it works as expected. This step is crucial for confirming that the right emails will be sent based on the conditions defined.

4. Sending Emails Using Gmail Integration

Now that your conditions are in place, the next step is to send the emails using Gmail through Pabbly Connect. Search for Gmail in the action application and select ‘Send Email’ as the action event.

Connect your Gmail account by selecting ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Gmail account. Once connected, you will be prompted to enter the recipient’s email address, subject, and content of the email.

Map the recipient’s email address from the previous trigger step. Set the email subject, e.g., ‘Examination Result Report’. Compose your email content and map any required fields.

After filling in the necessary details, click on ‘Save’ and send a test request to verify that the email is sent correctly. This ensures your automation is functioning as intended, sending notifications to eligible students.

5. Conclusion

By following these steps, you can effectively automate email notifications using Pabbly Connect with Google Sheets. This setup saves time and ensures that only relevant recipients receive important updates. With this automation, you can manage your communication efficiently and focus on other tasks.

Utilizing Pabbly Connect for this integration not only streamlines your workflow but also enhances productivity by eliminating manual email sending processes. Start automating today and experience the benefits of seamless integration!