Skip to main content

I am attempting to create a dynamic playbook that will generate out of google docs.  I have a google form created that loads responses into sheets.  I also have a google sheet that defines strategies for specific pain point areas.  My zaps are currently set up as:

1 → New response in google sheet A from google form

2 → Column in google sheet B corresponds to google sheet A

3 → Create from google doc template

All tests run successfully, but when I open the google doc the fields that need to be mapped (example: {{pain point}} is not populated. I’ve double checked that the fields in the google doc template match those in the spreadsheets and that there is no weird formatting.  Any suggestions would be welcome!

Hi ​@BethT1017 

Help us have more info by posting screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.

 

Help links for using GDocs in Zaps: https://zapier.com/apps/google-docs/integrations#help


@Troy Tessalone thank you for your help, please see the screen shots below

Step 1: The Responses from the Google Form 

Step 2 -look up spreadsheet row from the worksheet with the pain points and corresponding strategies

Step 3: Create Document From Template

Output Generated

This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing sensitive details.


Hi there ​@BethT1017,

Before we dig deeper into this, have you mapped the fields of the Google Docs step with the data from the Google Sheets step? You can learn more about mapping fields here: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

I'll be keeping an eye out for your response!


Hi ​@ken.a, I’ve mapped the fields of the google sheet.  When I choose the google doc, I’m not seeing where specific fields would map in zapier? The only two fields, potentially, would be Date and Industry that show at the bottom of the screen. But when I map those two, the other fields still do not populate.

 


Hi ​@BethT1017,

Thanks for the update here.

There might be HTML formatting on your template fields in Google Doc. Could you please try following this help doc that tackles these kind of issues: https://help.zapier.com/hc/en-us/articles/8495982583053-Common-Problems-with-Google-Docs#my-template-fields-aren-t-appearing-in-zapier-or-they-all-have-generic-names-0-1

Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!


HI ​@ken.a I tried completely rewriting the template in google docs, as well as clearing the formats, and it will still not map.


Thanks for giving that a try ​@BethT1017.

I’d recommend reaching out to our Support Team to take a closer look at the issue that you’re encountering. Our Support Team has the correct tools to look closer at the Zap and its logs.

You can reach our Support Team here: https://zapier.com/app/get-help

Hopefully, this helps.


Hey there, ​@BethT1017 👋

I can’t see any support tickets open for this, were you since able to get this sorted on your own? 

If not, it looks like the rest of those template fields weren’t appearing because they contain a space in their name e.g. Startup Stage. The Date and Industry template fields don’t contain any spaces in their name as they are just one word which is why those fields are loading in the Zap correctly:

cf5dd79b06e4868c8c42a60139894e1a.png
 

To fix this you’ll need to update the template names to remove the spaces from them. For example, change {{Startup Stage}} to be {{StartupStage}}{{Customer Persona}} to be {{CustomerPersona}} and so on.

Can you give that a try and let me know if that allows the other template fields to be loaded?