Manage Asset Records with Google Forms & Google Chat Using Pabbly Connect

Learn how to efficiently manage asset records with Google Forms and Google Chat through 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 manage asset records effectively, you need to access Pabbly Connect. Start by signing into your Pabbly account. Once logged in, navigate to the Pabbly Connect dashboard.

Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button, and give your workflow a name, such as ‘Manage Asset Records with Google Forms and Google Chat’. This sets the stage for integrating Google Forms and Google Chat through Pabbly Connect.

2. Setting Up the Trigger with Google Forms

The next step is to set up Google Forms as the trigger application in Pabbly Connect. Search for ‘Google Forms’ in the trigger application section. Select it and choose the trigger event as ‘New Response Received’. This event will activate the workflow whenever a new response is submitted through your Google Form.

• Search for Google Forms in Pabbly Connect.
• Select ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL to connect Google Forms with Pabbly Connect.

After copying the webhook URL, proceed to your Google Form. Go to the ‘Responses’ tab, and link the form responses to a Google Sheet. This is essential for tracking the order requests made by teachers.

3. Configuring Google Sheets and Webhook

Once the Google Sheet is created, you need to set up the Pabbly Connect webhook in Google Sheets. Go to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column to the last column of your sheet. using Pabbly Connect

After submitting this setup, the integration will be configured successfully. Every time a new response is recorded in the Google Form, it will also appear in the connected Google Sheet, enabling real-time tracking of asset requests.

4. Setting Up Google Chat as the Action Application

Now, it’s time to set Google Chat as the action application in Pabbly Connect. Search for ‘Google Chat’ and select it as the action event. Choose ‘Create Message’ as the action to perform when a new response is received from Google Forms.

• Establish a connection with Google Chat.
• Enter the Google Chat room webhook URL.
• Map the message content using details from the Google Form responses.

Once the connection is established, you will need to paste the Google Chat webhook URL. This URL is generated in your Google Chat space settings. After pasting the URL, customize the message that will be sent to your team, including details like the product name and quantity from the Google Form response.

5. Testing the Integration

With everything set up, it’s time to test the integration. Fill out the Google Form with a sample order request and submit it. Check your Google Sheet to ensure that the response has been recorded correctly.

Then, go back to Pabbly Connect and check if the response was received successfully. If everything is configured correctly, you will see the details you submitted. Finally, check Google Chat to confirm that the message was sent to your team, indicating that a new order has been placed.

This successful integration allows for efficient management of asset records, ensuring that your team is always updated with the latest orders.

Conclusion

In conclusion, using Pabbly Connect to integrate Google Forms with Google Chat streamlines the process of managing asset records. This tutorial demonstrates how to set up triggers and actions effectively, ensuring your team stays informed about asset requests.

With these steps, you can enhance your asset management process, making it more efficient and responsive to your team’s needs. Start leveraging Pabbly Connect today for seamless integrations!