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Hi, I’m breaking my head on something.

 

Let me first explain the workflow.

 

1.We have a new property for sale.

2. Zapier makes Google Drive folders for the specific adres.

3.Zapier adds a Google Doc template for the sales contract

 

4.A typefrom is send to the vendor to fill in he’s details

 

5.I want this data directly into the specific sales contract

6.We found a buyer

7.He receives a typeform

8.I also want this data directly into the specific sales contract

 

 

The steps in red are the ones I can’t complete. Does anyone has an idea how to solve this? Thanks

Hey @Emmanuellouf ,

 

I guess you cannot update Google Doc currently on Zapier because the action is missing. However Why not create the Google Doc only when the Typeform is submitted?

 

For Eg - New Typeform is submitted → Create a doc on Google Doc

 

 


Hi @Emmanuellouf 

Perhaps take this approach with a few Zaps...

  1. Trigger: (???) Property for sale
  2. Action: GSheet - Create Row
  3. Action: GDrive - Create Folder
  1. Trigger: Typeform - New Entry
  2. Action: GSheet - Lookup Row (use a unique value such as a property ID)
  3. Action: GSheet - Update Row (map ID from Step 2)
  1. Trigger: Typeform - New Entry
  2. Action: GSheet - Lookup Row (use a unique value such as a property ID)
  3. Action: GSheet - Update Row (map ID from Step 2)
  1. Trigger: GSheet - New/Updated Row
  2. Action: Filter (make sure the property, vendor, buyer info are all filled out)
  3. Action: GDoc - Create Doc from Template

Hi Roy,

 

Thanks for the advice. But the problem is that we need multiple people adding their details. Now, I found a solution in Pipedrive with the documents we can automate, so all good! 😊