Top 10 Google Sheets Automations Using Pabbly Connect: A Complete Guide

Learn how to automate Google Sheets with Pabbly Connect. This guide covers step-by-step integrations with Google Forms, Gmail, and more. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Integrating Pabbly Connect with Google Forms

To start automating Google Sheets, we first need to integrate Pabbly Connect with Google Forms. This integration allows you to capture form submissions directly into your Google Sheets. Begin by logging into your Pabbly Connect account and creating a new workflow.

After naming your workflow, select Google Forms as the trigger application and choose the event as ‘New Response Received.’ Copy the webhook URL provided by Pabbly Connect and paste it into your Google Forms settings under the webhook integration option. This setup ensures that every time a form is submitted, the data will flow into your workflow.

2. Adding Responses to Google Sheets with Pabbly Connect

Once the Google Forms integration is complete, the next step is to add form responses to Google Sheets. In your Pabbly Connect workflow, add Google Sheets as the action application and select ‘Add New Row’ as the action event. Connect your Google Sheets account and select the specific spreadsheet where you want to save the data.

• Map the fields from the Google Forms response to the corresponding columns in your Google Sheets.
• Ensure that the names of the columns in the Google Sheets match the data you are sending.
• Save and test the workflow to ensure that data is being captured correctly.

By following these steps, each submission from your Google Forms will automatically populate the designated Google Sheets, streamlining your data management process.

3. Generating Invoices Using Pabbly Connect and Google Docs

After capturing responses in Google Sheets, you can automate the generation of invoices using Google Docs through Pabbly Connect. Start by adding another action in your workflow, selecting Google Docs, and choosing ‘Create Document from Template’ as the action event.

Connect your Google Docs account and select the invoice template you created earlier. Map the fields from the Google Sheets data to the corresponding placeholders in your invoice template, such as customer name, order number, and total amount. This allows for dynamic generation of invoices tailored to each customer’s order.

4. Sending Payment Links via Pabbly Connect

Once the invoice is generated, the next step is to create a payment link. For this, integrate your payment gateway (like Razorpay) with Pabbly Connect. Select Razorpay as the action application and choose ‘Create Payment Link’ as the action event.

• Map the total amount from the previous steps to the payment link creation.
• Set the currency and provide a description for the payment link.
• Save and test to ensure the payment link is generated correctly.

This feature allows you to send a unique payment link to customers, making the payment process seamless and efficient.

5. Emailing Invoices and Payment Links Using Pabbly Connect

The final step in this automation process is to send the generated invoice and payment link to the customer via email. Integrate Gmail with Pabbly Connect by selecting it as the action application and ‘Send Email’ as the action event.

Map the recipient’s email address, subject, and body of the email. Include the payment link and attach the generated invoice PDF. This ensures that your customers receive all necessary information in one email, making it easy for them to complete their purchase.

Conclusion

By leveraging Pabbly Connect, you can automate the entire process from capturing orders to sending invoices and payment links, significantly enhancing your workflow efficiency. This guide illustrates how to integrate Google Forms, Google Sheets, Google Docs, and Gmail, providing a comprehensive solution for managing customer orders seamlessly.