How to Generate DocsCloud Documents from Google Sheets Using Pabbly Connect

Learn how to integrate Google Sheets with DocsCloud to automatically generate documents using Pabbly Connect. Follow this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To generate DocsCloud documents from Google Sheets, you first need to access Pabbly Connect. Start by visiting the official Pabbly website at pabby.com.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. Once logged in, navigate to the all apps section and select Pabbly Connect to access the dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow. Click on the plus sign and select ‘Create Workflow’. Name your workflow, such as ‘Generate DocsCloud Documents from Google Sheets’, then click on ‘Create’.

• Choose Google Sheets as the trigger application.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger, you will need to configure the Google Sheet to send data to this URL. Make sure to follow the instructions provided in Pabbly Connect to ensure proper integration.

3. Setting Up Google Sheets for Data Capture

Open your Google Sheets document where you will be entering data. Go to Extensions > Add-ons > Get Add-ons to install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheet. using Pabbly Connect

Next, navigate to Extensions > Pabbly Connect Webhooks and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column, which should be the column you want to monitor for updates.

• Select the trigger column as the final data column (e.g., Column G).
• Click on ‘Send Test’ to confirm the setup.

Once the test is successful, ensure that the ‘Send on Event’ option is checked so that future data entries will automatically trigger the webhook.

4. Integrating DocsCloud with Pabbly Connect

Now that your Google Sheets is set up, it’s time to integrate DocsCloud. In the action window of Pabbly Connect, select DocsCloud and choose the action event as ‘Generate Document’. Click on ‘Connect’.

You will need to input your Auth ID and Auth Token to establish the connection. To find these, log in to your DocsCloud account, navigate to ‘My Profile’, and copy the required credentials.

Paste the Auth ID and Auth Token into the respective fields in Pabbly Connect. Select the template you want to use for document generation.

After selecting the template, map the variables from your Google Sheets data to the corresponding fields in the DocsCloud template. This ensures that the data entered in your Google Sheets is accurately reflected in the generated document.

5. Updating Google Sheets with Document URLs

After generating the document in DocsCloud, you will want to update your Google Sheets with the document URL. In Pabbly Connect, add another action step and select Google Sheets again, this time choosing ‘Update Cell Value’ as the action event.

Connect using the existing connection you created earlier, then select the spreadsheet and specify the range where the document URL should be placed. Map the row index where the data was added and the document URL generated from DocsCloud.

Ensure to save and send a test request to verify the update. Check your Google Sheets to confirm that the document URL appears correctly.

This step finalizes the integration, ensuring that every time you add data to Google Sheets, a document is generated in DocsCloud, and its URL is automatically updated in your Google Sheets.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate Google Sheets with DocsCloud. By following the steps outlined, you can automate document generation based on your Google Sheets data, enhancing efficiency and accuracy.

With Pabbly Connect, you can easily manage this integration and ensure that your workflows run smoothly. Start automating your processes today and experience the benefits of integration!