Automate Your Business with Google Forms, Docs, Sheets, and Gmail Using Pabbly Connect

Learn how to automate your business processes using Google Forms, Docs, Sheets, and Gmail with Pabbly Connect. Step-by-step guide included! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate your business processes, the first step is to set up Pabbly Connect. Begin by visiting the Pabbly Connect website and signing up for a free account. You can access all the automation features without any coding knowledge.

After logging in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Automate Your Business Using Google Applications’ and click on the create button. This will lead you to the workflow page where you can set up the trigger and actions for your automation.

2. Integrating Google Forms with Pabbly Connect

The next step involves integrating Google Forms as the trigger application in Pabbly Connect. Select Google Forms and choose the trigger event as ‘New Response Received’. This allows the workflow to activate every time a new order is submitted via your Google Form.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Connect your Google account and allow access to Pabbly Connect.

Ensure your Google Form is set up correctly to capture all necessary customer information like name, email, and order details. This information will be used in subsequent steps for generating invoices and sending confirmation emails.

3. Creating Invoices in Google Docs via Pabbly Connect

Once the Google Forms integration is established, the next step is to create invoices using Google Docs. In Pabbly Connect, add a new action step and select Google Docs. Choose the action event as ‘Create Document from Template’. This will allow you to use a pre-designed invoice template.

Make sure your invoice template includes variable tags for order details, such as customer name, order number, and total amount. This way, each invoice generated will automatically fill in the correct information based on the Google Form responses.

• Select Google Docs and choose ‘Create Document from Template’.
• Map the relevant fields from the Google Form response to the invoice template.
• Save the document in your preferred Google Drive folder.

This integration enables automatic invoice creation whenever a new order is placed, saving you time and effort in manual processing.

4. Sending Confirmation Emails with Gmail

After generating the invoice, the next step is to send a confirmation email to the customer. In Pabbly Connect, add another action step and select Gmail. Choose the action event as ‘Send Email’. This allows you to automatically send an email to your customer upon order confirmation.

In the email setup, map the customer’s email address, subject line, and body content. Make sure to personalize the email by including the customer’s name and the payment link for the invoice. This ensures a professional and seamless communication process.

Choose Gmail and select ‘Send Email’ as the action event. Map the customer’s email address and personalize the email content. Include the invoice PDF link in the email for easy access.

By automating this process with Pabbly Connect, you ensure that your customers receive their invoices promptly, enhancing customer satisfaction.

5. Creating Payment Links with Razorpay

The final step in this automation process is to create a payment link for your customers. In Pabbly Connect, add an action step and select Razorpay. Choose the action event as ‘Create Payment Link’. This step allows you to generate a payment link that customers can use to pay for their orders.

Map the necessary fields such as the amount, currency, and description of the payment. Ensure that the payment link is included in the confirmation email sent to the customer. This integration simplifies the payment collection process and ensures a smooth transaction experience.

Select Razorpay and choose ‘Create Payment Link’. Map the amount and currency from the previous steps. Include the payment link in the confirmation email.

This step completes your automation process, allowing for a fully automated workflow from order capture to payment collection.

Conclusion

By leveraging Pabbly Connect to integrate Google Forms, Google Docs, Gmail, and Razorpay, you can automate your entire business process. This seamless integration not only saves time but also enhances efficiency and customer satisfaction. Start automating your business today!