Learn how to automate folder creation in Google Drive for each form submission using Pabbly Connect. Organize documents efficiently with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To begin automating folder creation in Google Drive, first, access Pabbly Connect. This platform allows you to integrate various applications seamlessly. You can sign up for a free account by visiting the Pabbly Connect website and clicking on the ‘Create Free Account’ button.
Once signed in, you will be directed to the Pabbly Connect dashboard. From here, you can start creating your automation workflow by clicking on the blue button labeled ‘Create Workflow’. Enter a name for your workflow, such as ‘Automatically Create Folders for Form Submissions’ and click on ‘Create’ to proceed.
2. Setting Up Trigger Event with Jotform
In this step, you will set Jotform as the trigger application in Pabbly Connect. This means that whenever a new form submission occurs, it will initiate the workflow. Select Jotform from the application list and choose the trigger event as ‘New Response’.
- Select Jotform as the first application.
- Choose ‘New Response’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
Next, go to your Jotform settings, navigate to the ‘Integrations’ tab, and search for ‘Webhook’. Paste the copied URL into the webhook field to link Jotform with Pabbly Connect. This integration allows Pabbly Connect to receive data whenever a form is submitted.
3. Creating Folders in Google Drive
Now that the trigger is set, the next step is to create a new folder in Google Drive using Pabbly Connect. Select Google Drive as the action application and choose ‘Create Folder’ as the action event. This action will automatically create a folder for each form submission.
To set up this action, connect your Google Drive account with Pabbly Connect. Once connected, choose the parent folder where all submission folders will reside. For naming the new folder, use the email ID of the form submitter to ensure uniqueness.
4. Uploading Documents to Google Drive
After creating the folder, the next step is to upload the documents submitted through the form into the newly created folder. In this step, still using Pabbly Connect, select the action event ‘Upload File’ in Google Drive.
- Select the folder ID of the newly created folder for the upload.
- Map the file URL from the Jotform response to upload the submitted documents.
- Repeat the upload process for each document required.
This ensures that all files submitted via the form are organized within their respective folders automatically, streamlining your document management process.
5. Automating Document Collection with Pabbly Connect
Finally, with the setup complete, Pabbly Connect will automate the entire process. Every time a new form is submitted, a folder will be created in Google Drive, and the submitted documents will be uploaded into that folder. This eliminates manual work and keeps your files organized.
Test the automation by submitting a form and verifying that the folder and documents appear correctly in Google Drive. If the folder already exists, configure your automation to upload new files into the existing folder instead of creating duplicates.
Conclusion
Using Pabbly Connect, you can efficiently automate the creation of folders in Google Drive for every form submission. This organization method helps streamline document management and enhances productivity. Experience seamless automation by following these steps today!
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