Integrating Google Forms with Google Tasks Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Google Forms with Google Tasks using Pabbly Connect. Follow this detailed tutorial to automate task creation effortlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Google tasks from new Google Forms responses, the first step is to access Pabbly Connect. You can do this by visiting the URL Pabbly.com/connect. This platform serves as the central integration tool that connects Google Forms with Google Tasks.

Once you reach the Pabbly Connect landing page, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button, which will allow you to create an account and receive 100 free tasks. After signing in, navigate to the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

The next step is to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button in the dashboard. A dialog box will appear, prompting you to name your workflow. For this tutorial, name it ‘Create Google Task for New Google Form Responses’.

After naming your workflow, you will be taken to a new window with two important sections: Trigger and Action. Your trigger application will be Google Forms, and the action application will be Google Tasks. To set up the trigger, select Google Forms and choose the event ‘New Response Received’. This event will capture new incoming data instantly without any delay.

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

Once you have copied the webhook URL, you will use it to connect Google Forms with Pabbly Connect.

3. Setting Up Google Forms for Integration

Now, navigate to your Google Forms to set up the integration. Create a new form or use an existing one where you want to collect task information. Make sure to include fields like Task Name, Notes, Task List, and Due Date. These fields are essential for creating a task in Google Tasks.

After setting up the form, go to the Responses tab and click on the three dots to select the response destination. Choose ‘Create a new spreadsheet’ and click on ‘Create’. This will link your form responses to a new Google Sheet, which will be used for data mapping in Pabbly Connect.

• Ensure all necessary fields are included in the Google Form.
• Link the form to a new Google Sheet for response management.
• Format the sheet to ensure clarity of the data collected.

With your Google Form and linked spreadsheet ready, you can now proceed to connect this with Pabbly Connect.

4. Connecting Google Sheets with Pabbly Connect

To connect your Google Sheets with Pabbly Connect, go back to the Google Sheet linked to your form responses. Click on Extensions, then Add-ons, and select Get Add-ons. Search for Pabbly Connect Webhooks and install it if it’s not already done.

After installation, refresh the Google Sheet page. Go back to Extensions, select Pabbly Connect Webhooks, and then click on Initial Setup. Paste the copied webhook URL from Pabbly Connect into the designated field. Specify the trigger column, which is the column that contains the final data entry. In this case, it would be column E.

Install Pabbly Connect Webhooks from Google Workspace Marketplace. Paste the webhook URL into the Initial Setup. Set the trigger column to E.

Once you have completed these steps, click on Send Test to verify the connection. If successful, you will be ready to set up the action in Pabbly Connect.

5. Creating a Task in Google Tasks via Pabbly Connect

Now that you have set up the trigger, it’s time to create a task in Google Tasks. Go back to Pabbly Connect and set the action application as Google Tasks. Select the action event ‘Create Task’. You will need to connect your Google Tasks account by clicking on Add New Connection and signing in with your Google account.

Once connected, you will need to map the information from the Google Form to the fields in Google Tasks. This includes mapping the Task Name, Notes, Task List, and Due Date. Ensure the due date is formatted correctly according to Google Tasks requirements. You can use the Date Time Formatter feature in Pabbly Connect to adjust the date format as needed.

Set Google Tasks as the action application. Map the fields from Google Forms to Google Tasks. Use Date Time Formatter to ensure the due date is in the correct format.

After mapping all necessary fields, click on Save and Send Test Request. If successful, your task will be created in Google Tasks, verifying that the integration through Pabbly Connect is working perfectly.

Conclusion

In this tutorial, we demonstrated how to integrate Google Forms with Google Tasks using Pabbly Connect. By following the steps outlined, you can automate task creation effortlessly whenever a new response is submitted in Google Forms. This integration streamlines your workflow and enhances productivity.