Integrate Google Forms and Documentaro Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate document creation and emailing from Google Forms submissions using Pabbly Connect. This detailed tutorial covers every step of the integration process.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms Integration

To start integrating Google Forms with Documentaro, you need to access Pabbly Connect. Begin by signing up or logging into your Pabbly Connect account. Once you are on the dashboard, look for the ‘Create Workflow’ button on the right side and click it.

In the dialog box that appears, name your workflow. For this example, let’s call it ‘Google Forms to Document Creation’. After naming it, click on the ‘Create’ button to proceed. This setup is crucial as it initiates the integration process between Google Forms and Documentaro through Pabbly Connect.

2. Configuring Google Forms as the Trigger Application

The next step involves setting Google Forms as the trigger application in Pabbly Connect. Click on the trigger application option and select Google Forms from the list. The trigger event you need is ‘New Response Received’. This event will activate the workflow whenever a new form submission occurs.

• Select Google Forms as the trigger application.
• Choose the trigger event ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect.

This webhook URL acts as a bridge between Google Forms and Pabbly Connect. You will need to set this up in your Google Forms settings to ensure data is sent correctly to Pabbly Connect.

3. Connecting Google Forms to Pabbly Connect via Webhook

Now that you have your webhook URL from Pabbly Connect, go to your Google Forms. Click on the ‘Responses’ tab, then select the three dots to choose ‘Select Response Destination’. Opt to create a new spreadsheet for storing responses.

After creating the spreadsheet, go back to the Google Forms and click on the ‘Add-ons’ menu, then choose ‘Get Add-ons’. Search for the Pabbly Connect Webhooks add-on, install it, and refresh your Google Sheets page. This step is crucial for linking the responses to Pabbly Connect.

4. Setting Up Documentaro as the Action Application

Once the trigger is set, it’s time to configure Documentaro as the action application in Pabbly Connect. Select Documentaro from the action applications list and choose the event ‘Generate Document and Send Email Attachment’. This action will create a document based on the responses received from Google Forms and send it to the provided email address.

• Select Documentaro as the action application.
• Choose the action event ‘Generate Document and Send Email Attachment’.
• Connect your Documentaro account using the API key.

Map the necessary fields such as email address and document template. This mapping ensures that every new response triggers the generation of a document tailored to the submitted data through Pabbly Connect.

5. Testing the Integration and Final Steps

To finalize the integration, conduct a test submission through your Google Form. Fill out the form with sample data and submit it. Check your Google Sheets to confirm that the data appears correctly. Then, verify that Pabbly Connect receives the webhook response.

Finally, check the email address specified in your Documentaro action to see if the document was generated and sent successfully. This test ensures that the entire process—from Google Forms submission to document creation and emailing—is functioning as intended through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the document creation process from Google Forms submissions. By following these steps, you can streamline your workflow and enhance productivity through effective automation.