Automate Leave Application Forms with Jotform & Gmail Using Pabbly Connect

Learn how to automate leave application forms with Jotform and Gmail using Pabbly Connect. This step-by-step guide provides detailed instructions for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Leave Management Automation

To automate leave application forms, start by accessing Pabbly Connect. This platform allows seamless integration between Jotform, Google Sheets, and Gmail, streamlining the leave request process.

Navigate to the Pabbly Connect website and either sign in or create a new account. New users receive 100 free tasks monthly, enabling them to explore automation features. Once logged in, you can create workflows that connect your applications efficiently.

2. Setting Up Your Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect begins with selecting the applications involved. In this case, we will use Jotform as the trigger application and Google Sheets as the action application.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow, e.g., ‘Automate Leave Application Forms.’
• Select Jotform as the trigger application.
• Choose ‘New Response’ as the trigger event.

Following these steps allows Pabbly Connect to listen for new submissions on your Jotform leave request form, initiating the workflow.

3. Integrating Jotform with Google Sheets via Pabbly Connect

After setting Jotform as the trigger, the next step is to integrate it with Google Sheets using Pabbly Connect. This integration ensures that every new leave request is logged automatically.

To connect Google Sheets:

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Connect your Google Sheets account to Pabbly Connect.
• Map the fields from Jotform to the corresponding columns in Google Sheets.

Once configured, every time an employee submits a leave request, their details will automatically populate in Google Sheets, thanks to Pabbly Connect.

4. Sending Email Notifications with Gmail through Pabbly Connect

The final step in this automation process is sending email notifications via Gmail. This feature is crucial for keeping employees informed about their leave requests.

To set up Gmail notifications:

Add Gmail as a new action step in your workflow. Select ‘Send Email’ as the action event. Map the recipient’s email address from the Jotform response. Customize the email subject and body with relevant details.

This setup allows Pabbly Connect to automatically send approval or rejection emails to employees based on their leave request status.

5. Testing and Finalizing Your Automation with Pabbly Connect

After configuring your workflow, it’s essential to test the entire process to ensure everything functions as expected. This step verifies that all integrations work seamlessly.

To test your setup:

Submit a test leave request through Jotform. Check Google Sheets to confirm the data is recorded. Verify that the email notification is received.

Completing these tests ensures that your leave management system is fully automated via Pabbly Connect, enhancing efficiency in handling employee leave requests.

Conclusion

In conclusion, automating leave application forms with Jotform and Gmail using Pabbly Connect simplifies the leave management process. This integration allows for efficient tracking and communication regarding employee leave requests, ensuring a smooth workflow.