My ideal workflow that I am having a hard time figuring out how to do using Zapier:
below is my initial attempt at what I think the steps are but it keeps erroring after Zapier can find the Google Template.
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Hi
Good question.
To help us have more context, please post screenshots with how your Zap steps are configured along with the encountered error.
The SF stage on the Opportunity changes to ‘5 - Contracting’:
Find my google doc template which I was able to successfully do
Create a document from the template found above - this is where i’m not seeing any options to fill in the fields I’ve built as placeholders on my google doc template (using the {{ }} brackets)
I get an error when trying to test even just adding in the “new document name” field
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This needs to be the Template Document ID from Step 2.
Here is a screenshot of step 3 (which is now successful) but still no spots to select what to put into my google doc placeholders.
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Did you configure the GDoc Template correctly?
https://zapier.com/blog/create-autopopulate-google-docs-template/
If you are using the same Template Doc each time, then you can select it from the dropdown list, and you won’t need Step 2.
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