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

Learn how to automate the creation of Google Docs from Zoho Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create Google Docs from Zoho Forms submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging into your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the ‘All Apps’ window. Click on Pabbly Connect to access its dashboard, where you can create a new workflow for your automation process.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a workflow by clicking on the ‘Create Workflow’ button in the top right corner. A dialog box will appear, prompting you to name your workflow. Enter a name such as ‘Google Docs from Zoho Form Submission’ and select a folder for organization.

• Click on ‘Create’ to finalize the workflow setup.
• You will see two windows: one for the trigger and another for the action.
• The trigger will be Zoho Forms, and the action will be Google Docs.

This step is crucial as it sets the foundation for your automation using Pabbly Connect to link Zoho Forms submissions to Google Docs.

3. Setting Up the Trigger with Zoho Forms

In this section, you will set up the trigger application, which is Zoho Forms. Click on the arrow in the trigger window and select Zoho Forms as your trigger application. The trigger event will be set to ‘New Form Submission’ to capture responses from Zoho Forms automatically.

Pabbly Connect will provide you with a webhook URL. You need to copy this URL and return to your Zoho Forms application to establish the connection. Navigate to the ‘Integrations’ section in Zoho Forms and select ‘Webhooks’ to configure the webhook.

• Paste the webhook URL from Pabbly Connect into the configuration field.
• Select the form fields you want to capture, such as first name and last name.
• Save the webhook configuration to finalize the setup.

With this setup, every time a new submission is made in Zoho Forms, Pabbly Connect will capture the response, which is essential for the next steps in the integration.

4. Configuring the Action to Create Google Docs

Now, it’s time to set up the action step in Pabbly Connect. Click on the arrow in the action window and select Google Docs as your action application. The action event will be ‘Create Document from Template’ since you have previously created a template in Google Docs.

Connect your Google Docs account by clicking on ‘Add New Connection’ and authorizing Pabbly Connect to access your Google Docs. Once connected, select the template you want to use, which in this case is named ‘Travel Letters.’ Next, you will need to define how the new document will be named.

Map the first name and last name from the Zoho Forms submission to create a unique document name. Select the folder in Google Drive where the document will be saved. Map other fields like phone number, email, and travel details to dynamically update the document.

This configuration ensures that every time a form is submitted, a new Google Doc is created automatically with the relevant details populated, showcasing the power of Pabbly Connect in automating your workflow.

5. Testing the Integration

To ensure everything is functioning correctly, it’s essential to test the integration. Submit a dummy response through your Zoho Form to see if Pabbly Connect captures the data accurately. After submitting the form, return to Pabbly Connect to verify that the response has been recorded.

If the data appears correctly, proceed to send a test request to Google Docs. Check your Google Drive to see if a new document has been created with the specified details. You should see the document named according to the first and last name of the customer, along with all the mapped information.

If the document is created successfully, the integration is working as intended. You can repeat the submission process to create additional documents with different details.

This testing phase confirms that your automation is fully operational, leveraging Pabbly Connect to streamline the process between Zoho Forms and Google Docs.

Conclusion

In this tutorial, we explored how to create Google Docs from Zoho Forms submissions using Pabbly Connect. By setting up triggers and actions, we automated the process effectively, ensuring that every form submission results in a new document being created seamlessly. This integration not only saves time but also enhances productivity.