Learn how to automate PDF document creation in Google Drive from new items in Monday.com using Pabbly Connect. Follow this step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

In this section, we will learn how to set up Pabbly Connect to automate the creation of PDF documents in Google Drive from new items in Monday.com. First, access your Pabbly Connect dashboard. If you don’t have an account, you can sign up for free using the link provided in the description.

Once logged into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow as ‘Monday.com to Google Docs’ and proceed to create it. This workflow will be the foundation for automating the document creation process.

2. Trigger Setup with Monday.com

The next step involves setting up the trigger in Pabbly Connect. Here, you will connect your Monday.com account to receive new item details. In the trigger window, search for Monday.com and select it as your application.

  • Choose the trigger event as ‘New Item in Board’.
  • Copy the webhook URL provided by Pabbly Connect.
  • Go to your Monday.com account, navigate to the integrations section, and add a webhook using the copied URL.

After adding the webhook, every time a new item is created in Monday.com, the details will be sent to Pabbly Connect. You will see a message indicating that it is waiting for a webhook response, confirming the connection is successful.

3. Creating Google Docs with Pabbly Connect

Once the trigger is set, the next step is to create a Google Doc using the details received from Monday.com. In the action window of Pabbly Connect, search for Google Docs and select it as your application.

  • Choose the action event as ‘Create Document from Template’.
  • Connect your Google account by signing in and authorizing Pabbly Connect.
  • Select the template document you created earlier in Google Docs.

In this step, you will also need to map the fields from Monday.com to the respective fields in your Google Docs template. This ensures that all details are accurately transferred and formatted in the new document.

4. Uploading the PDF to Google Drive

After creating the Google Doc, the next step is to upload the newly created document as a PDF to Google Drive. Again, in the action window of Pabbly Connect, select Google Drive as your application.

Choose the action event ‘Upload a File’. Connect your Google Drive account if not already connected. Map the file URL from the Google Docs creation step.

Once the file upload is successful, you will receive a confirmation that the PDF file has been uploaded to your specified Google Drive folder. This completes the automation process.

5. Testing the Automation Workflow

To ensure everything is working correctly, it’s essential to test your automation. Go back to Monday.com and create a new item with the necessary details. After a short delay, check your Google Drive folder to see if the PDF document has been generated and uploaded.

If the automation is set up correctly, you should see the new PDF document with all the details from the Monday.com item. This confirms that Pabbly Connect has successfully facilitated the integration and automation process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to create PDF documents in Google Drive from new items in Monday.com. By following these steps, you can automate your workflow and streamline your document management process.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.