Learn how to automate Google Chat notifications for leave applications using P Connect, Google Forms, and more. Step-by-step guide included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Google Forms Integration with P Connect

To automate notifications for leave applications, we start with the P Connect platform. This integration will link Google Forms with Google Chat, allowing real-time notifications for leave requests. First, log into your P Connect account or sign up if you are a new user.

After logging in, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Notify Team on Google Chat for Employees’ Leaves.’ Select the appropriate folder for saving your workflow and click on ‘Create’ to proceed to the next step.

Configuring Google Forms Trigger in P Connect

The next step involves setting up the trigger for your workflow using Google Forms. In the P Connect dashboard, select Google Forms as your trigger application. Choose the trigger event labeled ‘New Response Received’ to ensure that every time a leave application is submitted, it triggers the workflow.

To connect Google Forms with P Connect, you will need to copy the provided VAB URL. Navigate to your Google Form that serves as the leave application form and link it to a specific Google Sheet where responses will be stored. Ensure that you have the right spreadsheet linked to your form.

  • Open Google Sheets linked with your Google Forms.
  • Install the P Connect VBook extension if not already done.
  • Use the initial setup option in the extension to connect your spreadsheet with P Connect.

After setting up the trigger, you will configure the trigger column, which should correspond to the column where the final data will be entered. Click on ‘Submit’ to save your settings, ensuring that your setup is configured correctly.

Setting Up Google Chat Action in P Connect

Now that we have configured the trigger, it’s time to set up the action for Google Chat. In the action step of your workflow, select Google Chat as your action application. Choose the action event labeled ‘Create Message’ to send notifications to your HR team.

To connect Google Chat with P Connect, you will need to provide the Google Chat webhook URL. This requires that you have a Google Workspace account. In Google Chat, navigate to your HR team space, and create a new webhook by selecting ‘Add Webhooks’. You can specify an Avatar URL if desired, which will represent your notifications in Google Chat.

  • Create a new webhook in your Google Chat space.
  • Copy the webhook URL and paste it into P Connect.
  • Map the message details including employee name, department, leave type, and reason.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’ to verify that the integration is working correctly. You should receive a message in your Google Chat indicating that a leave application has been submitted.

Testing the Integration with Leave Applications

With the integration set up, it’s essential to test the system to ensure everything works as expected. Begin by previewing your Google Form and filling out a new leave application. For example, you can enter details such as employee name, ID, department, type of leave, and reason. using Pabbly Connect

After submitting the form, check your linked Google Sheet to confirm that the new leave request has been logged. If configured correctly, the data from this form submission should automatically send a notification to your HR team via Google Chat.

To conduct another test, fill out the form again with different details, such as a new employee named John. Ensure that the notification message reflects the new details accurately in Google Chat. This confirms that your automation is functioning as intended and will notify the HR team for every new leave application.

Conclusion

Automating Google Chat notifications for leave applications using P Connect streamlines communication within your organization. By integrating Google Forms and Google Chat, you ensure that your HR team is promptly informed about employee leave requests. This setup enhances efficiency and keeps everyone in the loop.

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