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Need help with Google Docs/Sheets generation from JSON

  • 4 January 2020
  • 1 reply

Userlevel 2

Hello Zapiers!

In our system we generate orders and we want to let to our customers to automatically generate few docs related to such orders. All docs has templates (customisable) and we need to fill different templates with dynamic data.

For example, we need to put {ORDER_NUMDER} {ORDER_DATE} {CLIENT_NAME} {ORDER_SUM} to different docs, like: contract, invoice and report. Contract is Google Doc, Invoice – Google sheet, and report is Google Doc too. Then we need to generate PDFs from this docs and email it all to few emails.

1. Is it possible to solve this complicated logic with Zapier?

2. How would you do that? (any advice or examples, if possible)

Thank you so much!


Best answer by Danvers 6 January 2020, 09:58

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Hi @Arkadiy, this sounds very doable with Zapier - lets see if we can find the best way to do this. 🙂

You should be able to put each piece of information ({ORDER_NUMDER} {ORDER_DATE} {CLIENT_NAME} {ORDER_SUM}) into each separate document that you have using the Create Document from Template Google Docs action.

You'll need a different step in the Zap for each separate document, but you shouldn't need any Paths (logic) steps.

For the invoice, you'll need to have the sheet laid out in columns with a header row (a row at the top with the title of the column). With that, can add a new row to the sheet that contains the information that you need.

I hope that makes sense, if you need any more help with the steps, could I trouble you to please share a picture of a sample of each doc (make sure you don't include yours or your customer's information) so that we can take a closer look 😊