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Building Templates
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Templates API
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Google Sheets
Generate/Populate/Merge PDF or Word Documents with every new row from your Google Sheets.
Here is how you do it:
  • Configure the Document Template and Email delivery in Docupilot. See building document templates and email delivery in the below links.
Create personalized Docupilot documents from new Google Sheets spreadsheet rows
Zapier
  • You then need to set up Zapier - https://zapier.com/apps/docupilot/integrations/google-sheets​
  • A trigger to look for Google Sheets New Spreadsheet Row.
  • An action to send the submission response to Docupilot to create the document from template. Choose the correct document template, template variables will be listed, map the fields with the response from the trigger.
  • Finally, turn on the Zap.
Google Sheets & Docupilot
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Last modified 2yr ago
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