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Best answer

How can I save GoFormz data and create a pdf out of it?

D

I’m trying to extract a data and create a pdf out of it using this process however I’m having issue about the integrations

Process  option 1

Goformz → ZAPIER → PDFMonkey

Process option 2

Goformz → Google Drive(save as CSV) → ZAPIER(using Google Drive Trigger and Zapier Formatter) → PDFMonkey

is there any other easiest option available?

I’m having issue on extracting data from a new csv in google drive in option 2 

For option 1, I need to upgrade my subscription to goformz while I’m unsure if its feasible ..

 

I needed to generate one pdf file per form completion .. while option 2 is storing records in bulk..

I’m new in using zapier 

 

Can anyone help me ?

Thanks 

 

icon

Best answer by christina.d 21 June 2022, 00:53

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

10 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @do25 

Good question.

Are these the Zap steps you are looking to use for option 1?

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
D

yup most likely it is 

D

@Troy Tessalone  Is this the best option that I can explore please let me know thanks ..

Troy Tessalone
Userlevel 7
Badge +14

@do25 

Yes.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Danvers
Userlevel 7
Badge +12

Hi @do25!

The two workflows you described sounds like they will work. Is there something specific that you need help with or any part of it that you’re having trouble with?

Thanks!

D

Hi @Danvers,

 

I’m not sure about option 2, currently I’m trying to get it work but Its not working as expected. I can’t seem to extract the data from the new csv in the file. The scenario are as follows, goformz are creating new csv report file in google drive on a daily basis what I’m trying to do, is to have some trigger that will be used upon creation of the new csv file however currently its not working

then 

I can’t seem to find the extracted content of the file here.

Can you point me to the right way of doing it. Thank you or maybe I missed somethings..

 

Best Regards

John

Troy Tessalone
Userlevel 7
Badge +14

@do25 

Can you post screenshots with how your Formatter step is configured?

Help article about using the Formatter > Utilities > Import CSV File: https://zapier.com/help/create/format/import-csv-files-into-zaps

Help article about using Files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
D

Hi @Troy Tessalone 

Here is the snapshot from the formatter

 

Am I doing the correct configuration?

 

Thanks

Troy Tessalone
Userlevel 7
Badge +14

@do25 

Try using this version of the File from the Zap GDrive trigger step:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
christina.d
Userlevel 7
Badge +9

Hey there! I wanted to summarize a few options available since this is a two-fer question:

Process  option 1

Goformz → ZAPIER → PDFMonkey

For this Troy recommended this Trigger and Action:

 

 Process option 2

Goformz → Google Drive(save as CSV) → ZAPIER(using Google Drive Trigger and Zapier Formatter) → PDFMonkey

Troy shared some resources here for getting started with Formatter by Zapier:

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