Automate Form Responses: Generate PDF & Send Email with Pabbly Connect in 2024

Learn how to automate form responses, generate PDFs, and send emails using Pabbly Connect in 2024. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate form responses, start by accessing Pabbly Connect. This platform allows you to seamlessly integrate various applications to streamline your workflow. If you’re a new user, sign up for free and get started with 100 tasks each month.

Once you log in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, such as ‘Automate Form Responses PDF and Email with Pabbly Connect’. Save this workflow in your desired folder for easy access later.

2. Setting Up Google Forms as Trigger in Pabbly Connect

In this step, we will set Google Forms as the trigger application in Pabbly Connect. This means that every time a new form submission occurs, it will initiate the automation process. Select ‘Google Forms’ as your trigger application and choose the trigger event ‘New Response Received’.

• Select ‘Google Forms’ as the trigger application.
• Choose the trigger event ‘New Response Received’.
• Connect your Google account to allow Pabbly Connect access.

After setting this up, you will receive a webhook URL. This URL is essential as it connects your Google Forms with Pabbly Connect. Make sure to copy this URL for later use in your Google Sheets.

3. Linking Google Sheets with Pabbly Connect

Next, we will link Google Sheets to capture responses from Google Forms using Pabbly Connect. Open your Google Form and navigate to the responses section. Click on ‘Link to Sheets’ to create a new spreadsheet that will store the form responses.

Once your Google Sheet is set up, go to ‘Extensions’ and select the Pabbly Connect Webhooks add-on. Here, you will paste the webhook URL you copied earlier. Set the trigger column to the final data column, which is usually column E.

• Open Google Sheets and navigate to ‘Extensions’.
• Select the Pabbly Connect Webhooks add-on.
• Paste the webhook URL and set the trigger column.

After completing these steps, your Google Sheets will be ready to capture data from Google Forms. This integration allows Pabbly Connect to receive real-time updates whenever a new form response is submitted.

4. Creating a Participation Certificate Using Google Docs

In this section, we will create a participation certificate using Google Docs, which will be generated automatically through Pabbly Connect. Set Google Docs as your action application and choose the action event ‘Create Document from Template’.

Connect your Google account to Pabbly Connect and select the template document for the participation certificate. Make sure to map the name of the student from the form response to the document name. This ensures that each certificate is personalized based on the form submission.

Select ‘Google Docs’ as the action application. Choose the action event ‘Create Document from Template’. Map the student’s name to personalize the certificate.

Once the document is created, you will receive a document ID, which will be used in the next steps. This process exemplifies how Pabbly Connect simplifies the creation of personalized documents based on user input.

5. Sending Email with PDF Attachment via Gmail

Finally, we will send the generated PDF as an email attachment using Gmail through Pabbly Connect. Set Gmail as your action application and select the action event ‘Send Email’. Connect your Gmail account to allow Pabbly Connect to send emails on your behalf.

In the email setup, map the recipient’s email address from the form responses and add the subject and body of the email. You can personalize the email content by including the student’s name and a message about their participation certificate.

Set Gmail as the action application. Choose ‘Send Email’ as the action event. Map the email address and personalize the email content.

After saving and sending a test request, you will see that an automated email has been sent successfully to the student. This entire process illustrates how Pabbly Connect can automate the sending of personalized emails with attachments based on form submissions.

Conclusion

In this tutorial, we demonstrated how to automate form responses, generate PDFs, and send emails using Pabbly Connect. By integrating Google Forms, Google Docs, Google Sheets, and Gmail, you can streamline your workflow efficiently. This process not only saves time but also enhances the user experience by providing personalized certificates automatically.