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I am trying to configure a workflow utilizing Zapier as the glue between ClickUp and Google Docs. The context behind this is every time a project proposal is populated in a ClickUp form, I need the information to be taken from that ClickUp form and populated into a template to send to business stakeholders to review and approve. I have gotten to the point where when a project form is populated in ClickUp, Zapier is able to create a google document from a template and append the wanted text from the populated form onto the document. I am no stuck on the “replace” block.

 

It is telling me I don’t have a trigger or action step as the error, however, the trigger event is the form being populated and the action is everything after (creating document, appending text, repacing text, etc.). I have placeholders that I want Zapier to replace with the wanted information. For example, I want {{Task Custom Field Software Est Value}} to be replaced with the dollar amount. I’ll include screenshots below. I appreciate anyone willing to help!

 

Hey ​@mochi1237! You're working on a great workflow to streamline document generation from ClickUp forms.

For the "replace" block error you're encountering, it sounds like there might be a configuration issue with how the formatter is referencing the previous steps. A few things to check:

  1. Make sure the "replace" action is properly connected to your document creation step in the workflow sequence
  2. Verify that your placeholder format matches exactly what's in your template (including the double curly braces)
  3. Check that the field mappings are pulling from the correct ClickUp form fields

One alternative approach you might consider is using a dedicated document generation tool that's specifically designed for this type of workflow. DocuGenerate handles placeholder replacement more reliably than generic formatters and integrates well with both ClickUp and Google Docs, which might save you some troubleshooting time - especially if you're planning to scale this process.

Where would I make sure the “replace” action is properly connected to the document creation step in the workflow sequence? I can’t seem to find where to configure it or connect it? Even with field mappings, I am unsure how to map it properly.

Make sure your workflow steps are in the right order - ClickUp form trigger, then create Google Doc from template, then your Formatter "Replace" action. In the Replace action setup, click the input field dropdown and select the output from your "Create Google Doc" step (usually "Document Content" or similar). For the "Find" field, enter your exact placeholder like {{Task Custom Field Software Est Value}}, and for the "Replace" field, click the dropdown to map it to the corresponding ClickUp form field data that should appear from your trigger.

Hello! Thank you for your reply once again I appreciate it. So I have tried to configure it like that, but for some reason there doesn’t seem to be an option for the “input” field data section, to input text on the document into Zapier. I think that is why Zapier is having trouble configuring it?

 

 

I’ll include images: 

 

Thank you in advance!

Never mind I got it!

Hi ​@mochi1237,

 

That’s great to know that you manage to figure it out, mind if you could share it to the Community. This will significantly help our members with the same issue. Thank you.

Hey! I was reviewing this article: How to create & autopopulate a Google Docs template | Zapier. I found that I had a space in my placeholders on my template and that’s why Zapier didn’t recognize it as a placeholder. Once I removed the space everything else worked!

Hi ​@mochi1237,

 

Thanks for sharing your experience! It's great that you identified and fixed the issue with your Google Docs template—formatting or spacing inconsistencies in placeholders can often cause problems, so catching that was key.

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