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Autofill Google Docs Template

  • 28 May 2021
  • 2 replies
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Userlevel 1

I have created a template document in Google Docs for purchase orders.  I am trying to populate certain fields on the document with data from Pipedrive.  However when I attempt to use the create a document from Google Docs template zap I do not have the option to replace the fields.  I have each of the fields defined in the google doc template in this format {{client}} {{date}} etc.  See image.

is the issue the fact I have the fields inside of tables?

Any help or direction would be greatly appreciated.
 

 

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Best answer by Jeff.decker 28 May 2021, 21:53

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2 replies

Userlevel 1

In a separate test I was able to append text to the end of a document successfully, so I assume my connection to Google Docs is good.

Userlevel 1

Neverminded - after clearing cache with ctrl-shift-R I was able to see the fields….