Create Zap
Now it’s time to connect our Google Form with our template.
Click the button below to create a new zap in Zapier.
Outline
1) Choose the trigger - New form response
2) Choose the first action - Create the document
3) Choose the second action - Store the document
Start here
Choose the trigger: New form response
The trigger is the “event” that will cause the workflow (Zap) to be initiated. In our example, our workflow will be triggered when a new response is added to our Google Form.
Search for “google forms” and select the app
2. Sign in to Google Forms and allow all permissions
3. Select the spreadsheet created by the Google Form we created earlier
4. Select the worksheet that contains the responses. It’s probably labeled “Form Responses 1”
5. Click “Test Trigger”. This will load a couple of responses (if there are any) that you will be able to use later for mapping fields.
6. Review loaded data and click “Continue”
Choose the first action - Create a document
An action in Zapier is a task to be performed. The first task we will perform will be to create the document in Documint.
Search for and select “Documint”
Select “Create Document” as the Action Event
3. If you have not already done so you will need to sign into Documint. Do this by clicking “Sign in to Documint”
4. A new window will open prompting you to enter your Documint API Key. If you don’t already have one you will need to create a new API Key. Once you have your API Key paste it in the form then click “Yes, Continue”
5. Click “Continue”
6. Select your template
7. Map the data from the form to each field in the template. For example, in this case we want the “fullname” filed in our form to be merged into the “Name” field in our template.
8. Map the rest of the fields then click “CONTINUE”.
9. Click “TEST & CONTINUE”. This will, if there were responses loaded from the form, merge the selected response with the selected template.
10. You can review the merged test document by following the URL in the response. Click “+” to create the next action.
Choose the action - Store the document
Search for and select “Google Drive”
2. Select “Upload File” as the Action Event
3. Select the folder where you would like to store the generated documents, “Document Url” for the File, “False” for Convert to Document, “Document Name” for File Name, and “File Extension” for File Extension then click “CONTINUE”.
4. Click “TEST & CONTINUE” to test this action and store the newly created document in Google Drive.
5. Confirm the document was stored in the correct folder
6. When the test completes, click “TURN ON ZAP”
7. Give your zap a name
Setup Complete!
Now anytime there is a new form response, a document will be created from the response and stored in Google Drive.
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