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.
Building Templates
/document-template
Deliveries
/deliveries
Create personalized Docupilot documents from new Google Sheets spreadsheet rows
You can effortlessly generate documents and reports using data stored inside Google Sheets by turning on this integration. This is a perfect zap for those looking for the customization and flexibilit...
zapier.com
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 updated 2 years ago