Google Forms to Agrello
Quick guide how to start with Jotform and Agrello
Make sure you have all the necessary files to work with:
- 2.Google Forms prepared
- 3.Google Forms has output to spreadsheet
Create a Word (DOCX) file and upload it to Agrello as a template.
if using Google Docs go to File > Download > Microsoft Word
Template from Docx file
Create a Google form with matching variables
Activate spreadsheet to hold data of your form
Choose Google Forms from App selection
Select Trigger (New Response Spreadsheet)
Connect Google Account
Select Spreadsheet file to work with
NB! Input test Data in your Google Form before testing, so at least one row exists
Test new row creation
Choose Agrello app as an action
Select Event (Create New Document From a Template)
Configure the action.
Start by selecting the template you previously uploaded.
Based on the fields in the template the additional configuration fields are displayed. In this example you can add Agreement Start Date, Party A full name, address etc.
Once you have completed the configuration you need to test Zapier flow.
If the test is successful you should see the new document created in Agrello, using the template file you chose filled with the data from your spreadsheet.
If the test is successful you can activate Zap