Automate Google Docs with QR Codes Using Pabbly Connect

Learn how to automate the creation of Google Docs with QR codes using Pabbly Connect. Follow this step-by-step tutorial to streamline your document processes. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate the creation of documents with QR codes, start by accessing Pabbly Connect. This platform serves as the central hub for integrating various applications seamlessly.

Begin by signing up for a free account on the Pabbly website, then log in to reach the dashboard. Click on the ‘Create Workflow’ button to initiate your automation process.

2. Configuring Google Sheets as the Trigger in Pabbly Connect

In this step, you will set Google Sheets as the trigger application in Pabbly Connect. Select the trigger event as ‘New or Updated Spreadsheet Row’ to ensure that every time you add or update a row, the workflow gets activated.

• Open your Google Sheet in an incognito window if you use multiple Google accounts.
• Click on ‘Extensions’ and then choose ‘Get Add-ons’ to install the Pabbly Connect add-on.
• After installation, refresh the sheet and select the Pabbly Connect Webhooks option from the Extensions menu.

Follow the setup instructions to paste the webhook URL provided by Pabbly Connect into the specified field. Set the trigger column to the final data column, ensuring that when data is entered, the entire row is sent to the webhook.

3. Creating Documents in Google Docs Using Pabbly Connect

Next, connect Google Docs as the action application in Pabbly Connect. Choose the action event ‘Create Document from Template’ to automate document generation based on a predefined template.

After connecting to Google Docs, select the template you’ve created, which contains placeholders for dynamic data such as name, email, and receipt number. Map these fields from the trigger data received from Google Sheets.

• Select the folder in Google Drive where the new documents will be saved.
• Ensure all placeholders are correctly mapped to receive data dynamically.

Click on ‘Save and Send Test Request’ to create a new document in your specified Google Drive folder. You should see the document appear with the mapped data replacing the placeholders.

4. Inserting QR Codes into Google Docs

To complete the document automation, the next step involves inserting a QR code into the newly created document using Pabbly Connect. You will connect Google Docs again, but this time select the action event ‘Insert Image in Document’.

After connecting, you will need to specify the image URL for the QR code. Use the Google Charts API URL for generating a QR code, ensuring it meets your requirements.

You can customize the QR code by appending data to the URL, such as seat numbers or email addresses. Ensure to map any dynamic data appropriately to the QR code URL format.

Once you have configured the QR code settings, click on ‘Save and Send Test Request’. The QR code should now appear in your Google Docs document!

5. Conclusion

Using Pabbly Connect, you can automate the entire process of creating Google Docs with embedded QR codes efficiently. This integration allows for seamless data handling and document generation, saving you time and effort.

By following these steps, you can set up a fully automated workflow that creates personalized documents with QR codes whenever new data is entered into your Google Sheets.