Send Transactional Emails from Google Sheets Using Pabbly Connect

Learn how to send transactional emails from Google Sheets using Pabbly Connect. Follow this step-by-step tutorial for seamless integration with Gmail and Google Docs. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Connect Google Sheets to Pabbly Connect

To send transactional emails, first, you need to connect Google Sheets to Pabbly Connect. Open your browser and go to the Pabbly website, then navigate to the Pabbly Connect section. After signing in, click on the ‘Create Workflow’ button and name your workflow, for example, ‘Invoice Generation from Google Sheets and Send on Gmail’.

Next, select Google Sheets as your trigger app. Choose the trigger event as ‘New Spreadsheet Row’. This setup allows Pabbly Connect to monitor your Google Sheets for new entries. After selecting your trigger, a webhook URL will be generated; copy this URL for the next step.

2. Set Up Webhook in Google Sheets

Now that you have the webhook URL, go to your Google Sheets document. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to ensure the add-on is active.

• Click on ‘Extensions’ again, navigate to ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’.
• Paste the copied webhook URL into the designated field.
• Enter the last data entry column (e.g., G) as the trigger column.

After completing these steps, your Google Sheets will be connected to Pabbly Connect and ready to send data whenever a new row is added.

3. Create Invoice in Google Docs Using Pabbly Connect

With Google Sheets connected, the next step is to create an invoice using Google Docs through Pabbly Connect. In your Pabbly Connect workflow, click on the action window and select Google Docs as your application. Choose the action event as ‘Create Document from Template’.

Connect your Google Docs account by selecting the appropriate email and granting the necessary permissions. Once connected, you will need to specify the template document for the invoice. Choose your invoice template from Google Docs, and map the necessary fields such as order number, customer name, and amount to ensure each invoice is personalized.

4. Save Invoice in Google Drive and Create Shareable Link

After generating the invoice, the next step is to save it in Google Drive using Pabbly Connect. Add another action step in your workflow and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’ to create a shareable link for the invoice.

• Connect your Google Drive account and allow access.
• Select the file ID of the invoice that was just created.
• Map the necessary fields to share the invoice link.

This step ensures that the invoice is accessible to your customers through a link sent via email.

5. Send Email with Invoice Attachment Using Gmail

Finally, to send the invoice to your customer, add another action step in Pabbly Connect and select Gmail as the application. Choose the action event ‘Send Email with Attachment’. Connect your Gmail account and authorize access to send emails.

Map the recipient’s email address from the Google Sheets data, enter the subject (e.g., ‘Invoice’), and write the email body. Make sure to include the shareable link to the invoice as an attachment in the email. Once this is set up, clicking on ‘Save and Send Test Request’ will send the email to your customer.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of sending transactional emails from Google Sheets. This step-by-step guide demonstrated how to connect Google Sheets, create invoices in Google Docs, save them in Google Drive, and send them via Gmail, all without manual effort. By implementing this workflow, you can save time and enhance your business operations.