I'm trying to create an automation where we can use data from google sheets to create a new loop in dotloop and populate a contract in Dotloop. Then I would like to create a pdf out of dotloop in my google drive. Is this possible? I'm having trouble finding my template I built in dotloop.
I have paid version of dotloop and zapier
Hi
Good question.
To help us have full context, post detailed screenshots with how your Zap steps are configured.
Dotloop: https://zapier.com/apps/dotloop/integrations#triggers-and-actions
GSheets: https://zapier.com/apps/google-sheets/integrations#triggers-and-actions
GDrive: https://zapier.com/apps/google-drive/integrations#triggers-and-actions
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