Trigger Make from TemplateDocs Workflows

TemplateDocs can trigger Make automations as part of a workflow. This allows you to send data to other apps immediately after a document is generated or a form is submitted.

This page includes a step by step guide to walk you through the process.

Overview

To illustrate this process, we will use a "Quote Request" scenario:

1. A client submits a TemplateDocs Form to request a quote.
2. TemplateDocs generates the quote document and immediately triggers a Make scenario.
3. Make creates a new Google Drive folder and stores the quote document file there.

See how it works:

Step 1: Add the Quote Request template

Download the Quote Request template and upload it to your TemplateDocs account.

Step 2: Create a Workflow in TemplateDocs

1. Open your TemplateDocs account and create a new workflow.

2. Choose Add Document Templates and select the Quote Request template.

   TemplateDocs will create two default steps:

   • Trigger - Quote Request Form
   • Email - Send Email

3. Edit the form in the Trigger step to match the appearance you want for your quote request form.

4. Remove the Email step. We will send the document to Zapier instead.

Step 3: Create a Make webhook trigger

• Log in to Make
• Click + Create scenario
• (If prompted, select Build from scratch)
• Add the Webhooks module as your first module
• Select Custom webhook
• Click Create a webhook
• Name your webhook and click Save (no need to specify any other settings)
• Copy the webhook address. You will need this address in the next step.
• You should see a red spinner and a message saying "Make is now listening for the data..."
• Leave the scenario builder open and go back to the TemplateDocs workflow editor in a new tab

Step 4: Add an HTTP step in your TemplateDocs workflow

In TemplateDocs, open your workflow and add a Send HTTP request step:

• Method: POST
• URL: paste the Make webhook address
• Body Type: choose Document
• Content Type: choose Form Data
• Document: select the document you want to send ("Quote Request" in this example)
• Additional Form Data Fields: add any extra fields you want to send to Make.
  As an example, we will add the following field (use the @ symbol to reference form fields and variables):
  • Company: Map to the Company Name form field

Step 5: Send a test request

• Click the Trigger Form button in the upper right corner of the workflow editor.
• Fill in the form and click Submit.

Step 6: Capture the webhook payload in Make

• Back in Make, you should see Successfuly determined in the webhook module output.
• Click Save to save the webhook configuration.

Step 7: Add a module to Make to create a new folder in Google Drive

• Add a Google Drive module
• Select Create a folder
• Connect your Google Drive account if not already connected
• Configure the module:
  • New Folder Location: Choose a parent folder
  • New Folder Name: Map to the Company variable from the Webhook module

Step 8: Add a module to Make to upload the document to the new folder

• Add a Google Drive module
• Select Upload a file
• Configure the module:
  • Enter a Folder ID: Select "Enter Manually"
  • Folder ID: Select the Folder ID variable from the module created in the previous step
  • File Name: Map to the file name variable from the Webhook module
  • Data: Map to the file data variable from the Webhook module

Step 9: Activate your automation

• In Make, save the scenario then toggle "Immediately as data arrives" on so it runs automatically.
• If you wish your TemplateDocs form to be public, you can publish it by clicking the Publish button in the TemplateDocs workflow editor. Otherwise, it will remain private and only accessible to you and your team through the private trigger form.

The Final Result

When a new quote request is submitted, TemplateDocs sends the generated document and form data to Make, and a new folder is automatically created in your Google Drive with the quote document file inside.

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