Learn how to automate the process of creating a new row in Google Sheets when an order is created in OrderForms using Pabbly Connect. Follow our detailed tutorial.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for OrderForms and Google Sheets
Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will demonstrate how to create a new row in Google Sheets when an order is created in OrderForms using Pabbly Connect. This integration automates the data entry process, saving you time and reducing manual errors.
To begin, you need to access Pabbly Connect by signing up or logging in to your existing account. Once you are on the dashboard, you will be ready to create a new workflow that connects OrderForms to Google Sheets.
2. Creating a Workflow in Pabbly Connect
After logging into your Pabbly Connect account, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this example, you can name it ‘Create a New Row in Google Sheets for an Order in OrderForms’ and then click on ‘Create’ to proceed.
- Click on the ‘Create Workflow’ button.
- Enter a suitable name for your workflow.
- Click on ‘Create’ to initiate the workflow setup.
After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to OrderForms, specifically when a new order is created. This is crucial as it tells Pabbly Connect to listen for new orders.
3. Connecting OrderForms to Pabbly Connect
To connect OrderForms, click on ‘Add New Connection’ in the trigger section. You will be prompted to authorize your OrderForms account. Once the connection is successful, you can proceed to set up the trigger event.
Choose the event as ‘New Order Created’. After setting this up, click on ‘Save and Send Test Request’. You will need to place a test order to allow Pabbly Connect to capture the data. This step is essential for mapping the fields correctly later.
4. Setting Up Google Sheets Integration
Next, you will set up the action application, which is Google Sheets. Select Google Sheets as your action application and choose the event ‘Add New Row’. You will need to connect your Google account to Pabbly Connect by clicking on ‘Connect’ and authorizing access.
- Select Google Sheets as the action application.
- Choose the event ‘Add New Row’.
- Connect your Google account to Pabbly Connect.
Once connected, select the spreadsheet where you want the data to be recorded. Ensure you have already created a spreadsheet with the necessary columns such as customer name, product name, price, email address, and delivery address.
5. Mapping Data in Pabbly Connect
The final step is to map the data from your OrderForms to Google Sheets. This involves linking the fields from the trigger (OrderForms) to the corresponding fields in the action (Google Sheets). Click on each field in the Google Sheets action and select the corresponding data from the dropdown menu that appears. using Pabbly Connect
After mapping all necessary fields, click on ‘Save and Send Test Request’ to ensure that the integration works as expected. You should see a confirmation that a new row has been added to your Google Sheets, reflecting the order details from OrderForms.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating a new row in Google Sheets whenever an order is created in OrderForms. This integration streamlines your workflow and keeps your records up to date without manual entry. By following these steps, you can easily set up similar automations for other applications as well.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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