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I’ve been tasked with creating a temporary database for client information for a nonprofit organization that provides social services. I’ve turned the session note form and client intake form into Google Forms, and outreach workers will fill them out like surveys. 

I want it so that when someone submits their case note (Google Form), the entire submission gets uploaded/recorded into ShareFile in one piece. With the Zap templates I’ve tried, it only gives me the option to upload question by question - I want the whole form that someone’s filled out to be it’s own file.

Is there a way that I can have the Google Forms responses automatically uploaded into ShareFile AND still have it linked to the Google Form so it’ll update in real time?

 

Hey @ctran ,

Great question, let me see if I can assist here. I personally haven’t used ShareFile before so unsure how this is working, but maybe the following solves your challenge:

  • In google forms, you can link the form to a google sheet. This will automatically be update by google itself.
  • In zapier, you can have a Trigger “Google Sheet” with for example “row added”
  • Now, you can grab all data with google sheets and upload data to sharefile

Let me know if that works or if you have more questions. Have fun!

~Bjorn from Wemakefuture

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