Integrate MakeForms with Gmail Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate document creation and email sending for MakeForms responses using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating MakeForms with Gmail, you first need to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage, where you can either sign in if you’re an existing user or sign up if you’re new. Signing up takes less than two minutes and provides you with 100 free tasks to explore the platform.

Once you are logged in, navigate to the dashboard. Here, you will find the option to create a workflow, which is essential for automating the document creation and email sending processes. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Setting Up the Trigger with MakeForms

In this step, you will set MakeForms as the trigger application in Pabbly Connect. Select MakeForms from the list of applications and choose the trigger event as ‘New Form Submission’. This event will activate the workflow whenever a new response is received from your MakeForms application.

• Select MakeForms as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you’ll need to go to your MakeForms account. In the settings, navigate to the Integrations section, and add a new webhook. Paste the copied URL, select POST as the method, and choose the specific form you want to integrate.

3. Creating a Document from Template Using Google Docs

With the trigger set, the next step involves creating a document using Google Docs through Pabbly Connect. After receiving a response from MakeForms, you will need to set Google Docs as your action application. Choose the action event as ‘Create Document from Template’.

To connect your Google Docs account, select ‘Add New Connection’ and sign in with your Google credentials. Once connected, you will need to specify the template document you want to use for creating new documents. Map the fields from the MakeForms response to the template fields to ensure the correct data is populated.

• Select the Google Docs action application.
• Choose ‘Create Document from Template’ as the action event.
• Map the MakeForms response fields to the template document.

This mapping process is crucial as it allows the workflow to automatically pull in new data each time a submission is made, ensuring that your documents are always up to date.

4. Sharing the Document via Google Drive

Once the document is created, the next action is to share it publicly using Google Drive through Pabbly Connect. Set Google Drive as your action application and choose the action event as ‘Share a File with Anyone’. This step will make the document accessible to the applicant.

Connect your Google Drive account by selecting ‘Add New Connection’ and signing in. After successfully connecting, you will need to provide the Document ID from the previous step. This ID is essential to specify which document you want to share.

Select Google Drive as the action application. Choose ‘Share a File with Anyone’ as the action event. Map the Document ID to share the correct file.

After saving your settings and testing the request, the document will be shared publicly, allowing the applicant to access it easily.

5. Sending Email Notifications via Gmail

The final step in this integration process is to send an email notification to the applicant using Gmail through Pabbly Connect. Set Gmail as your action application and select ‘Send Email’ as the action event. This will allow you to notify the applicant about their application details.

Connect your Gmail account by selecting ‘Add New Connection’ and signing in. Once connected, you will need to fill in the recipient’s email address, subject, and body of the email. Use the mapped fields from the MakeForms response to personalize the email.

Select Gmail as the action application. Choose ‘Send Email’ as the action event. Fill in the recipient’s email and personalize the message.

After completing these steps, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. This step confirms that your integration is working seamlessly, automating the entire process from form submission to email notification.

Conclusion

This tutorial has guided you through the process of integrating MakeForms with Gmail using Pabbly Connect. By following these steps, you can automate document creation and email notifications effectively. Utilize Pabbly Connect to streamline your workflows and enhance productivity.