How to Create a Google Drive Folder Link & Email to Candidates Using Pabbly Connect

Learn how to automate the process of creating a Google Drive folder link and emailing candidates using Pabbly Connect. Step-by-step tutorial included! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To create a Google Drive folder link and email it to candidates, the first step is to access Pabbly Connect. Sign in to your account and navigate to the dashboard. Click on the blue button to create a new workflow and name it appropriately, such as ‘Create Google Drive Folder Link’. This will initiate the setup process.

In the workflow, you will have two boxes: one for the trigger and another for the action. The trigger will be set to ‘ClickUp’ since the automation starts when a task is updated in ClickUp. Select the event as ‘Task Updated’ to ensure the workflow responds to the correct action.

2. Connecting ClickUp to Pabbly Connect

After setting the trigger, you need to connect your ClickUp account to Pabbly Connect. Click on ‘Add New Connection’ and enter your API token from ClickUp. You can find this token in your ClickUp profile under the apps section. Once entered, click ‘Save’ to establish the connection.

• Go to your ClickUp profile.
• Select the apps section to find your API token.
• Copy and paste the API token into Pabbly Connect.

After saving the connection, ensure you select the correct workspace and space name where your tasks are located. This will allow Pabbly Connect to pull the relevant task details accurately.

3. Fetching Task Details from ClickUp

Once ClickUp is connected, you need to fetch the details of the updated task. Add another action step in Pabbly Connect and select ClickUp again, this time choosing the action event ‘Find Task by Task ID’. Use the task ID from the previous step to locate the specific task.

After entering the task ID, click ‘Save and Send Test Request’. This will retrieve all details related to the task, including the assignee’s email address, which is crucial for the next steps. Make sure to save this information as it will be used later to send the email.

4. Creating a Google Drive Folder

With the task details fetched, the next action is to create a Google Drive folder for the candidate. Choose Google Drive as the action application in Pabbly Connect and select the event ‘Create a File or Folder’. Connect your Google account to allow Pabbly Connect to create the folder.

• Choose the Google account you wish to connect.
• Set the folder name to the candidate’s name.
• Select the file type as a folder.

After configuring these settings, click ‘Save and Send Test Request’. This will create the folder in Google Drive and return the folder ID, which you will need to construct the sharing link later.

5. Updating Airtable with the Google Drive Link

After creating the Google Drive folder, the next step is to update Airtable with the newly created folder link. Select Airtable as the action application in Pabbly Connect and choose the event ‘Update a Record’. Connect your Airtable account and ensure you select the correct base and table.

In the record update step, you need to map the folder link using the ID received from the Google Drive creation step. Construct the full link by combining the base URL of Google Drive with the folder ID. Once configured, click ‘Save and Send Test Request’ to update the record in Airtable with the new link.

Conclusion: Automating Candidate Assessment Links with Pabbly Connect

In this tutorial, we explored how to automate the process of creating a Google Drive folder link and emailing it to candidates using Pabbly Connect. By integrating ClickUp, Google Drive, and Airtable, you can streamline your workflow and save valuable time. Using Pabbly Connect allows you to set up these automations effortlessly, ensuring candidates receive their assignment links promptly.

With just a few steps, you can significantly enhance your recruitment process and provide a seamless experience for candidates. Start using Pabbly Connect today to automate your workflows and improve efficiency!