How to Create Google Docs from Zoho Forms Submission Using Pabbly Connect

Learn how to automate Google Docs creation from Zoho Forms submissions using Pabbly Connect. Step-by-step guide 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 Automation

To create Google Docs from Zoho Forms submissions, first, access Pabbly Connect. This platform facilitates the integration between Zoho Forms and Google Docs, automating document creation based on form submissions.

Sign in to your Pabbly Connect account. If you are a new user, you can sign up for free and get 100 tasks monthly. After logging in, you will see the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

To set up the automation, click on the ‘Create Workflow’ button in the top right corner of your Pabbly Connect dashboard. You will be prompted to name your workflow. Name it something descriptive, like ‘Google Docs from Zoho Form Submission’.

• Select a folder to save your workflow, such as ‘Zoho Forms’.
• Click the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result.

3. Setting Up the Trigger with Zoho Forms

In this step, you will set up the Trigger application. Click on the dropdown and select ‘Zoho Forms’ as your Trigger application. The Trigger event will be ‘New Form Submission’.

After selecting the Trigger, Pabbly Connect will provide you with a webhook URL. This URL needs to be integrated into your Zoho Forms account. Go to your Zoho Forms, click on ‘Integrations’, and then select ‘Webhooks’.

• Click on ‘Configure Webhooks’ and paste the webhook URL from Pabbly Connect.
• Select the form fields you want to capture, such as first name, last name, and email.

Once you have configured the webhook, save your settings. Now, whenever a new form submission occurs in Zoho Forms, Pabbly Connect will capture the response.

4. Setting Up the Action to Create Google Docs

Next, you need to set up the Action application. Click on the Action dropdown and select ‘Google Docs’. The Action event will be ‘Create Document from Template’.

To connect your Google Docs account, click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to sign in to your Google account and authorize Pabbly Connect to access your Google Docs.

Select the template document you created in Google Docs, such as ‘Travel Letters’. Map the fields from the Trigger step to the document variables in your template.

After mapping the fields, save your settings and send a test request to ensure the document is created successfully in your Google Drive.

5. Testing and Verifying the Integration

To test the integration, submit a dummy response in your Zoho Form. After submitting, return to Pabbly Connect to check if the response has been captured correctly.

If everything is set up correctly, you will see the captured response in Pabbly Connect. Next, check your Google Drive to verify that a new document has been created with the mapped details from the form submission.

Check for the document name, which should include the customer’s first name and last name followed by ‘- Travel Details’. Open the document to verify that all the details are correctly populated.

This confirms that the integration between Zoho Forms and Google Docs through Pabbly Connect is successful. You can now automate document creation for every new submission.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Google Docs from Zoho Forms submissions using Pabbly Connect. By following these steps, you can streamline your workflow and improve efficiency in handling customer data.