How to Create & Send PDF Documents from Google Sheets Using Pabbly Connect and PDFMonkey

Learn how to automate the creation and sending of PDF documents from Google Sheets using Pabbly Connect and PDFMonkey with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create and send PDF documents from Google Sheets using Pabbly Connect, the first step is to access the Pabbly Connect platform. Begin by visiting the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one, which takes only two minutes.

Once logged in, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Create and Send PDF Document from Google Sheets using PDFMonkey’ and select a folder to save it. This sets the foundation for your automation process.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, you will set Google Sheets as the trigger application in your Pabbly Connect workflow. Click on the trigger box and search for Google Sheets. Select it as your trigger application and choose the trigger event ‘New or Updated Spreadsheet Row’.

• Select ‘Google Sheets’ as your trigger application.
• Choose the trigger event ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheets document where you have participant details. Navigate to the ‘Extensions’ menu, and select the Pabbly Connect Webhook option. Here, paste the webhook URL you copied earlier. This connection allows data from Google Sheets to flow into Pabbly Connect.

3. Configuring PDFMonkey for Document Generation

Now that your trigger is set up, the next step is to configure PDFMonkey within Pabbly Connect. Click on the action box and search for PDFMonkey. Select it as your action application and choose the action event ‘Generate Document’.

For connecting PDFMonkey to Pabbly Connect, you will need the API token from your PDFMonkey account. Log into PDFMonkey, navigate to your account settings, and copy the API secret key. Paste this key into the connection settings in Pabbly Connect.

• Select ‘Generate Document’ as your action event.
• Paste the API token from PDFMonkey into Pabbly Connect.
• Provide the Template ID for the certificate you wish to generate.

After setting up the connection, you will also need to map the dynamic data from Google Sheets to the corresponding fields in PDFMonkey. This ensures that each generated document uses the correct participant information.

4. Sending the Generated PDF via Gmail

With the PDF document generated, the next step is to send it via email using Gmail. In your Pabbly Connect workflow, add another action step and select Gmail as the application. Choose the action event ‘Send Email’.

Connect your Gmail account to Pabbly Connect by allowing the necessary permissions. Once connected, you will need to fill in the email details such as recipient address, subject, and body content. Make sure to map the recipient’s email from the Google Sheets data.

Select ‘Send Email’ as your action event. Map the recipient email from Google Sheets. Write your email content and include a link to the generated PDF.

After configuring the email settings, test the workflow to ensure everything functions correctly. If successful, the generated PDF document will be sent to the participant’s email automatically.

5. Finalizing and Testing Your Workflow

Once all components are set up, it’s time to finalize and test your Pabbly Connect workflow. Ensure all mappings and connections are correct. You can add a delay action if necessary to allow time for PDF generation before sending the email.

To test, add a new participant’s details to your Google Sheets. After a few moments, check the recipient’s email to confirm they received the PDF document. This testing phase is crucial to ensure the entire automation process works as intended.

After confirming everything is functioning, you can rely on your Pabbly Connect automation to handle future document generation and emailing tasks seamlessly. This will save you significant time and reduce errors in your workflow.

Conclusion

In this tutorial, we explored how to automate the creation and sending of PDF documents from Google Sheets using Pabbly Connect and PDFMonkey. By following these steps, you can streamline your document generation process and enhance productivity effectively.