Learn how to automate PDF generation and email sending from Google Forms using Pabbly Connect. Step-by-step guide for seamless integration. 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
Accessing Pabbly Connect for Automation
To start automating PDF generation using Pabbly Connect, first access the platform by visiting its homepage. If you’re a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply log in using their credentials.
Once logged in, you’ll be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Give your workflow a descriptive name such as ‘Generate PDF on Google Form Submission and Send Email Automatically’. This sets the stage for integrating your applications seamlessly through Pabbly Connect.
Setting Up Google Forms Trigger in Pabbly Connect
The next step in using Pabbly Connect involves setting up a trigger with Google Forms. This is essential as it allows the automation to respond whenever a form submission occurs. Select Google Forms as your trigger application and choose the event ‘New Response Received’. This ensures that your workflow is activated with each new submission.
After selecting the trigger, Pabbly Connect provides a webhook URL which you must copy. This URL will be used to link your Google Forms to Pabbly Connect. In your Google Forms, navigate to the ‘Responses’ tab, click on ‘Link to Sheets,’ and create a new spreadsheet to store the responses. This integration ensures that all form data is organized and accessible.
- Select Google Forms as the trigger application.
- Choose ‘New Response Received’ as the trigger event.
- Copy the provided webhook URL.
- Link your Google Forms to Google Sheets for response storage.
With these steps completed, you have successfully established a trigger that captures new submissions and prepares the data for further processing in Pabbly Connect.
Integrating Google Docs for PDF Generation
Now that you have your trigger set up, the next step is integrating Google Docs to generate a PDF ticket for each registrant. In your Pabbly Connect workflow, add a new action step and select Google Docs as the application. Choose the action event ‘Create Document from Template’ to utilize a pre-designed ticket template.
Connect your Google Docs account to Pabbly Connect by signing in and granting necessary permissions. Select your event ticket template from the dropdown menu. Map the data fields such as registrant’s name, email, phone number, and registration date from the Google Forms response to the corresponding fields in your template. This dynamic mapping allows each ticket to be personalized automatically.
- Add Google Docs as the action application.
- Select ‘Create Document from Template’ as the action event.
- Map the necessary fields from the Google Forms response.
After completing these steps, Pabbly Connect will automatically generate a personalized PDF document for each new registration, setting the stage for the next automation step.
Converting Documents to PDF and Sharing Links
Once the document is created, the next step in your Pabbly Connect workflow is to convert this document into a PDF and share it. Add another action step and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’ to make the PDF accessible to the registrant.
Connect your Google Drive account to Pabbly Connect and map the file ID from the previous Google Docs action. This mapping is crucial as it allows Pabbly Connect to access the correct document for conversion. After setting this up, when a new ticket is generated, a shareable PDF link will be created.
Select Google Drive as the action application. Choose ‘Share a File with Anyone’ as the action event. Map the file ID to ensure accurate file sharing.
With this setup, you can ensure that each registrant receives a unique PDF file link, enhancing their event experience through the automation capabilities of Pabbly Connect.
Sending Emails with Gmail Integration
The final step in this automation process involves sending the generated PDF ticket to the registrant via email. In your Pabbly Connect workflow, add a new action step and select Gmail as your application. Choose the action event ‘Send Email V1’ to facilitate the email sending process.
Connect your Gmail account to Pabbly Connect and map the recipient’s email address, which you captured in the Google Forms response. Customize the email subject and body to include relevant information about the event and the attached PDF ticket. This ensures that each registrant receives their ticket promptly and efficiently.
Select Gmail as the action application. Choose ‘Send Email V1’ as the action event. Map the recipient’s email and customize your message.
After finalizing this step, Pabbly Connect will automatically send an email with the PDF ticket attached to each registrant, completing the automation process.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate the generation of PDF tickets from Google Forms submissions and send them via email. This seamless integration enhances efficiency and improves the user experience for event organizers.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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