Creating Passes Using Pabbly Connect with Google Forms, Sheets, and Docs

Learn how to create passes using Pabbly Connect to automate Google Forms, Sheets, and Docs integration seamlessly. Follow our step-by-step guide! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Pass Creation

To start creating passes using Pabbly Connect, first, visit the Pabbly website. Sign up for a free account if you are a new user or log in if you already have an account. Pabbly Connect is essential for automating the integration between Google Forms, Google Sheets, and Google Docs. using Pabbly Connect

Once logged in, access the Pabbly Connect dashboard. Click on the plus sign to create a new workflow. Name your workflow ‘Create Passes Using Google Forms, Google Sheets, and Google Docs’ and click on the create button. This workflow will automate the process of generating passes when a Google Form is filled out.

2. Integrating Google Forms with Pabbly Connect

In this step, we will integrate Google Forms with Pabbly Connect. Select Google Forms as your trigger application and choose the trigger event as ‘New Response Received.’ This action will allow Pabbly Connect to capture form submissions automatically. using Pabbly Connect

• Open your Google Form and ensure the last question is marked as required.
• Submit a test response to generate data in Google Sheets.
• Link your Google Form to a new Google Sheet for response collection.

This integration captures responses in real-time, allowing Pabbly Connect to work seamlessly with the data collected from Google Forms.

3. Linking Google Sheets with Pabbly Connect

Next, we will link Google Sheets to Pabbly Connect to facilitate data transfer. Open your Google Sheet and navigate to Extensions > Add-ons > Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to activate the add-on. using Pabbly Connect

Once refreshed, go to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup.’ Paste the webhook URL provided by Pabbly Connect into the designated field and specify the trigger column. This setup ensures that when new data is added, it will be sent to Pabbly Connect.

4. Creating Passes in Google Docs via Pabbly Connect

Now, we will set up the action to create passes in Google Docs. In Pabbly Connect, select Google Docs as the action application and choose ‘Create Document from Template.’ Connect your Google Docs account and select the previously created document template for the pass. using Pabbly Connect

• Map the name from the trigger response to personalize the pass.
• Specify the location in Google Drive where the pass should be saved.
• Test the action to ensure the document is created successfully.

This step is crucial for generating personalized passes for each employee based on their form submissions using Pabbly Connect.

5. Sharing Passes via WhatsApp Using Pabbly Connect

Finally, we will share the generated passes with employees via WhatsApp. In Pabbly Connect, add a new action step and select the WhatsApp Cloud API. Choose the action event as ‘Send Template Message.’ Connect your WhatsApp account and specify the required parameters such as phone number ID and template ID. using Pabbly Connect

This integration allows you to send the generated pass as a PDF file along with a personalized message to the employee’s WhatsApp number. Ensure that you have created and approved a message template in your WhatsApp Cloud API account for this step to work.

Conclusion

In this tutorial, we demonstrated how to create passes using Pabbly Connect with Google Forms, Google Sheets, and Google Docs. By following these steps, you can automate the process of generating and sharing passes seamlessly. Pabbly Connect serves as the central platform for integrating these applications efficiently.