How to Convert Google Docs to PDF & Upload in Google Drive Using Pabbly Connect

Learn how to automate the conversion of Google Docs to PDF and upload them to Google Drive using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Docs Automation

In this section, we will explore how to set up Pabbly Connect to automate the process of converting Google Docs to PDF and uploading them to Google Drive. Start by signing up for a free Pabbly Connect account if you haven’t done so already.

Once you have created your account, log in to your Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Google Sheets to Google Docs to Google Drive’. Select the folder where you want to save this workflow and click on ‘Create’ to proceed.

2. Trigger Setup with Google Sheets in Pabbly Connect

To begin the automation, the first step is to set up a trigger in Pabbly Connect that will monitor your Google Sheets for new candidate details. In the trigger app, search for Google Sheets and select it.

• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your Google Sheets, click on Extensions, then Add-ons, and select Get Add-ons.

Install the Pabbly Connect Webhooks add-on and refresh your Google Sheets. Under Extensions, select Pabbly Connect Webhooks and click on Initial Setup. Here, paste the webhook URL and specify the trigger column (the last column where data will be entered).

3. Creating Documents in Google Docs Using Pabbly Connect

After setting up the trigger, the next step involves creating the documents in Google Docs using the data collected from Google Sheets through Pabbly Connect. In the action step, search for Google Docs and select it.

Choose the action event ‘Create Document from Template’. Connect your Google Docs account by clicking on the ‘Sign in with Google’ button. Select the template document you have prepared, which contains dynamic fields in double curly braces.

• Map the candidate’s details from the trigger step to the respective fields in the template.
• Specify the new document name, ideally using the candidate’s name followed by ‘Offer Letter’.
• Select the location in Google Drive where the new document will be stored.

After mapping all necessary details, save your settings and send a test request to ensure the document is created successfully.

4. Uploading PDF to Google Drive via Pabbly Connect

In this section, we will focus on uploading the generated PDF file to Google Drive using Pabbly Connect. After successfully creating the document, add another action step and search for Google Drive.

Select the action event as ‘Share a File with Anyone’. Connect your Google Drive account and map the document ID received from the previous Google Docs step into the file ID field. This will change the document’s sharing permission to anyone with the link and allow you to retrieve the PDF link.

Click on Save and Send Test Request to verify the document sharing settings. Retrieve the export link for the PDF file from the response. Make sure to store this link for the next step of the upload process.

Once the PDF link is retrieved, proceed to the final action step where you will upload the PDF file to a designated folder in Google Drive.

5. Finalizing the Upload Process in Google Drive

For the final step, you will upload the PDF file to Google Drive using Pabbly Connect. Add another action step and select Google Drive again. This time, choose the action event ‘Upload a File’.

In this step, you will map the PDF link you retrieved earlier into the URL field. Specify the folder ID of the destination folder where the PDF will be uploaded. You can find the folder ID in the URL of the folder in Google Drive.

Enter the file name, including the extension (e.g., CandidateName-OfferLetter.pdf). Click on Save and Send Test Request to finalize the upload process. Verify that the PDF file appears in the specified folder in Google Drive.

After successfully completing this step, your automation workflow is now fully functional, allowing you to convert Google Docs to PDF and upload them seamlessly to Google Drive.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the conversion of Google Docs to PDF and upload them to Google Drive. By following the steps outlined, you can streamline your document management process efficiently.

With the power of Pabbly Connect, integrating applications like Google Sheets, Google Docs, and Google Drive becomes a seamless experience. Start automating your workflows today!