How to Generate DocsCloud Documents for New Google Forms Responses Using Pabbly Connect

Learn how to automate document generation in DocsCloud for Google Forms responses with Pabbly Connect. Follow our step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To generate DocsCloud documents for new Google Forms responses, you first need to access Pabbly Connect. Go to the official Pabbly website and sign in or create a new account if you don’t have one. This process is straightforward and allows you to set up automation workflows quickly.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the plus sign to create a new workflow. Here, you will name your workflow, such as ‘Generate DocsCloud Documents for New Google Forms Responses.’ This naming convention helps keep your integrations organized.

2. Setting Up Google Forms as the Trigger Application

In this section, you will set up Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the list of applications and choose the trigger event as ‘New Response Received.’ This step is crucial as it defines when the automation will start.

• Select Google Forms as the application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After setting the trigger, you will need to configure your Google Form to ensure it captures responses correctly. Make sure the last question in your Google Form is set as required, as this will help in capturing all necessary data for the document generation.

3. Linking Google Sheets with Pabbly Connect

Google Forms responses are automatically collected in Google Sheets. To link your Google Sheets with Pabbly Connect, go to the responses tab of your Google Form. Click on the three dots and select ‘Select Response Destination’ to create a new spreadsheet for the responses.

• Create a new spreadsheet named ‘Dinner Confirmation Form Responses.’
• Install the Pabbly Connect Webhooks add-on from Google Workspace Marketplace.
• Configure the webhook URL in the add-on settings.

Once the Google Sheet is linked, ensure that the Pabbly Webhooks add-on is set up to send data to the webhook URL whenever a new form response is recorded. This setup allows Pabbly Connect to capture responses automatically without manual intervention.

4. Generating Documents in DocsCloud

Now that you have set up Google Forms and Sheets, it’s time to integrate DocsCloud with Pabbly Connect. In the action window of your workflow, select DocsCloud and choose the action event as ‘Generate Document.’ This action will create a new document based on the responses captured.

Connect your DocsCloud account by entering your O ID and Au token. Select the template you want to use for document generation. Map the variables from the Google Forms responses to the template fields.

After mapping the variables, click on ‘Save and Send Test Request’ to generate a document. You will receive a response indicating the success of the document creation along with the document URL. This confirms that your integration is functioning correctly through Pabbly Connect.

5. Testing the Integration in Real-Time

With everything set up, it’s time to test your integration. Fill out the Google Form with new participant details and submit it. This action will trigger Pabbly Connect to capture the response and generate a new document in DocsCloud automatically.

To verify, check your DocsCloud account for the newly generated document. It should reflect the information provided in the Google Form submission. This testing phase is crucial to ensure that all steps are functioning as expected.

In summary, you have successfully set up an integration between Google Forms, Google Sheets, and DocsCloud using Pabbly Connect. This automation will save you time and streamline your document generation process for future events.

Conclusion

In this tutorial, we demonstrated how to generate DocsCloud documents for new Google Forms responses using Pabbly Connect. By following these steps, you can automate your document creation process effectively. This integration not only enhances efficiency but also ensures accuracy in handling event confirmations and similar tasks.