I am trying to create a zap where cognito forms is the trigger and the action is creating a new word doc from a template. The trigger is working and tested. The template comes up. However, the fields are not filling in. I am assuming this is because the fields within the brackets on the template don’t match, but I am having difficulty trying to figure out what then, those should be. For instance, last name if the field name was Full Name and I want only the last name, wouldn’t it be {{FullNameLast}} on the google docs template?
Question
Creating Zap with Google Doc Template
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+5- Zapier Solution Partner
To do what you are seeking, you would need to split the Full Name into two fields. You could use the Zapier Formatter > Text > Split to do this. Then map the LastName variable to the {{LastName}} placeholder.
I would be happy to review the zap further if you can provide the Zap screenshots.
+14- Zapier Orchestrator & Solution Partner
Here’s an article about using GDoc Templates: https://zapier.com/blog/create-autopopulate-google-docs-template/
- Beginner
What if the answer I wanted in the google was for a field lets say is called, What is the state you live in? . Wouldn’t it then be {{Whatisthestateyoulivein}} be the placeholder in the google doc to bring that answer/information in? Because, that is what I am doing and it is not working.
- Beginner
Here’s an article about using GDoc Templates: https://zapier.com/blog/create-autopopulate-google-docs-template/
I read that article - unfortunately none of the mapping is coming up for the fields. Zapier isn’t recognizing them in the template to bring them in to map them, so I am sure I am naming them wrong in the template but can’t figure out what they should be named based on what they are in cognito forms.
+11- Zapier Solution Partner
Hi
From experience, it doesn't matter what you name your variables, just so long as they are surrounded by brackets like {{this}}
Have you definitely setup your document as a template correctly inside GSuite? It’s a bit of a process.
+14- Zapier Orchestrator & Solution Partner
TIP: Try to remove and re-add any variable in your GDoc that is not showing up in the Zap step.
+11- Zapier Solution Partner
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