How to Email PDF with Customized Information Using Pabbly Connect

Learn how to use Pabbly Connect to automate emailing PDFs with customized information from Webflow forms. A step-by-step guide to streamline your workflow. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating the process of emailing PDFs with customized information, you first need to access Pabbly Connect. Log in to your Pabbly Connect account and navigate to the dashboard. If you don’t have an account, you can create one quickly and receive 100 free tasks each month.

Once you’re on the dashboard, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Auto Create PDF File on Webflow Form Submission’, and click on the ‘Create’ button. This sets the stage for the automation process.

2. Connecting Webflow to Pabbly Connect

In this step, you will connect Webflow as the trigger application in Pabbly Connect. Select Webflow from the list of applications and choose the trigger event as ‘New Form Submission’. This will generate a webhook URL that will be used to fetch data from Webflow.

• Go to your Webflow dashboard.
• Access the project settings and navigate to integrations.
• Add the webhook URL generated by Pabbly Connect.

After adding the webhook, perform a test submission on your Webflow form to ensure that Pabbly Connect receives the data. This step is crucial for mapping the fields correctly in subsequent actions.

3. Creating the PDF Document with Google Docs

Once the Webflow form submission is set up, the next step is to create a PDF document using Google Docs through Pabbly Connect. Select Google Docs as the action application and choose the ‘Create Document from Template’ action event. Connect your Google account to allow Pabbly Connect to access your Google Docs.

Specify the template name for your offer letter and map the fields from the Webflow form to the corresponding placeholders in your Google Docs template. This includes fields like employee name, position, and current date. Ensure that all variable texts are correctly mapped to generate a personalized offer letter.

4. Sharing the PDF Document via Google Drive

After creating the PDF document, the next step involves sharing it through Google Drive using Pabbly Connect. Add a new action step and select Google Drive as the application. Choose the action event ‘Share a File with Anyone’. Connect to your Google Drive account to proceed.

• Map the document ID from the previous step to the file ID field.
• Click on ‘Save and Send Test Request’ to generate a shareable link.

This shareable link will be used to send the PDF to the employee via email in the next step.

5. Sending the Email with the PDF Attachment

In the final step, you will send the email using Gmail through Pabbly Connect. Select Gmail as the application and choose the ‘Send Email’ action event. Connect your Gmail account and specify the recipient’s email, which you can map from the Webflow form submission data.

Compose your email content and include the shareable PDF link as an attachment. Make sure to customize the email subject and body to reflect the offer letter being sent. Click ‘Save and Send Test Request’ to send the email and verify that everything works as expected.

Conclusion

In this tutorial, we demonstrated how to automate the process of emailing PDFs with customized information using Pabbly Connect. By integrating Webflow, Google Docs, and Gmail, you can streamline your workflow without any manual intervention. This automation not only saves time but also ensures accuracy in sending personalized documents.