This Automation Creates and Sends PDFs Automatically!

Learn how to automate PDF creation and sending using Pabbly Connect, Google Forms, Gmail, and Google Sheets in this detailed tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for PDF Automation

To start automating your PDF creation and sending process, you first need to access Pabbly Connect. Simply visit the Pabbly website and navigate to the Connect section.

If you are a new user, you can sign up for a free account, which allows you to explore the features of Pabbly Connect with 100 free tasks monthly. Once signed in, create a new workflow.

2. Setting Up Google Forms Trigger in Pabbly Connect

In this step, you will set up a trigger in Pabbly Connect to capture responses from Google Forms. Select Google Forms as the trigger application and choose the event as ‘New Response Received’.

• Click on the ‘Connect’ button to generate a webhook URL.
• Copy the webhook URL and go to your Google Form.
• In the Google Form, navigate to the ‘Responses’ section and link it to a Google Sheet.

This setup ensures that every form submission is captured and sent to Pabbly Connect for further processing.

3. Creating PDF with Google Docs through Pabbly Connect

After capturing the form response, the next step involves creating a PDF document using Google Docs and Pabbly Connect. You’ll need to set up an action step in your workflow.

Select Google Docs as the action application and choose the event ‘Create Document from Template’. Here, you will map the necessary fields such as attendee name, event details, and ticket ID.

• Choose the template you created earlier in Google Docs.
• Map the fields to include participant details like name and email.
• Save and send a test request to ensure the document is created successfully.

This step effectively generates a personalized PDF ticket for each participant using Pabbly Connect.

4. Sharing PDF via Google Drive in Pabbly Connect

Once the PDF document is created, the next action is to make it shareable through Google Drive using Pabbly Connect. Add another action step and select Google Drive.

Choose the event ‘Share a File with Anyone’ and map the document ID from the previous step. This action allows the generated PDF to be accessible to the participant.

Connect to your Google Drive account. Map the document ID to share the PDF file. Send a test request to verify the document is now shareable.

This ensures that the PDF ticket can be accessed by the participant without any manual intervention, showcasing the power of Pabbly Connect.

5. Sending Email with PDF Attachment via Gmail

The final step in this automation is to send an email to the participant with the PDF ticket attached. For this, add another action step and select Gmail as the application.

Choose the event ‘Send Email’ and fill in the details such as sender name, recipient email, subject, and body content. Make sure to attach the PDF link generated earlier.

Map the recipient’s email from the Google Forms response. Write a subject and message body, including dynamic content from the previous steps. Send a test email to ensure everything is working correctly.

With this, you have successfully automated the process of creating and sending PDFs using Pabbly Connect, Google Forms, and Gmail.

Conclusion

In this tutorial, we explored how to automate the creation and sending of PDFs using Pabbly Connect. By integrating Google Forms, Gmail, and Google Docs, you can streamline your processes efficiently. This automation saves time and enhances the participant experience.