No video :(

Use Zapier to AutoFill Google Docs from Google Sheets (1-Step Automation)

Подписаться 3,8 тыс.

Просмотров 10 тыс.

50% 1

How to use Zapier to Auto Fill Google Docs from Google Sheets!
This is a time-saving zap that can help you automate the creation of invoices, sales scripts, and many more documents with Zapier. The process requires no coding experience and can be executed with the free version of Zapier. This can also be done with other spreadsheet software than Google Sheets such as Airtable!
Request a consultation here: www.optimizeis.com/main
Subscribe to my channel: bit.ly/32s6tLu
Twitter: / optimizeis
Instagram: optimizeis...
Facebook: / optimizeis
Join my FREE Facebook group @ bit.ly/32vMQSI
Sign up for Airtable! airtable.com/invite/r/YYUWaL1b
note: There may be affiliate links in this description or video
#bengreen #automation #optimizeis #airtable #zapier

Опубликовано:

5 авг 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 27

@BenGreenSystems 3 года назад

Interested in scaling your back end operations without doing it all alone? Schedule a call using www.optimizeis.com/main

@alexboucher6938 Год назад

Thanks. This is very interesting. Once you get your Doc generated can you then have Zapier create a DocSign workflow?

@Amberferchaud 2 года назад

This is so interesting. I would love to take a google sheet to a template in my guru wiki, but I'm not sure I can do it. However, a workaround might be to collect the information via a slack form, have that info populate into a google doc, and then anytime a new google doc populates in a folder it will automatically create a new card in guru. A much longer path to success, but I'm going to try this.

@BenGreenSystems 2 года назад

Yes. Just add the adding of a card in guru as the final step in the automation, including a link to the google doc

@rohit1092 11 месяцев назад

Can you fill in a table on a google doc with merge fields?

@tercomx3306 Год назад

Bro! i have a problem, Custome/Template Field do not show on my ACTION section, so I cant connect the brackets custome fields, to the action in the new google docs from template, any ideas what am I doing wrong,

@jonathankobz8764 Год назад

Is there a way to insert a table?

@ellenwalder7454 3 года назад

Thank you. Is there a way to 'quick map' the fields from the Column Names and to the {{}} Names instead of manually picking each one from a drop down? I have hundreds of updates to do and this seems like a slow process.

@BenGreenSystems 3 года назад

It is indeed slow.. BUT, you only have to do this once. Once it is done right* the first time, you will never have to mess with it again

@wissanzwein8634 2 года назад

Legend

@BenGreenSystems Год назад

Much appreciated. Let me know other things you are looking to do & I can make a video on how!

@wayneg4628 2 года назад

I do this but I use Integromat instead of Zapier. Just has more to offer especially with more complex integrations.

@BenGreenSystems 2 года назад

Interesting. I personally dislike Integromat. Just my opinion!

@CapeGambi 3 года назад

Thanks for the post. I managed to create a doc and pulled info from sheets. How do I trigger it mail the new doc to a specific email?

@BenGreenSystems 3 года назад

You would add another action at the end of the automation to "send email" to them with your desired mail service!

@CapeGambi 3 года назад

@@BenGreenSystems thank you. Also - when I pull through the data to the doc it groups all products and all quantities together - is there a way for them to be on individually on each line- thanks

@BenGreenSystems 3 года назад

@@CapeGambi If there are a standard number of items and the info is separated into standard columns, then yes absolutely. Is this the case?

@CapeGambi 3 года назад

@@BenGreenSystems Hi Ben. No - order could be 1 or 100 items

@blainewilson3080 3 года назад

Can you use the same features to autofill specific cells in another google sheet while a new sheet from a template?

@BenGreenSystems 3 года назад

I just looked this up.. it appears you can copy an existing worksheet or spreadsheet zapier.com/apps/google-sheets/integrations

@nerdsdoitbettervid 2 года назад

Is iit possible to include images?

@BenGreenSystems 2 года назад

I have never tried with docs, but I was successful with google slides so I would imagine so.

@dannygrio 2 года назад

with free google account you cant create a doc template. correct? I am stuck here.

@BenGreenSystems Год назад

I am not sure. You should be able to

@BenGreenSystems 3 года назад

Drop a comment with an automation you are stuck on!

@JaneTabachnick 3 года назад

Thanks for the demo Ben. Very helpful. Could you send data to multiple documents from one spreadsheet? Or just make them as multiple pages in one document?

@BenGreenSystems 3 года назад

@@JaneTabachnick Are you wanting to send multiple rows of data to one document?