Zapier Integration

TemplateDocs can be used together with Zapier to create complete document workflows. This page includes a step by step guide to walk you through the process.

Overview

To illustrate this process, we will use a "Member Onboarding" scenario:
When a new member submits their information through a Google Form, Zapier will automatically trigger TemplateDocs to generate a customized welcome document in PDF format.

See how it works:

Step 1: Add the Member Onboarding template

Download the Member Onboarding template and upload it to your TemplateDocs account.

Step 2: Set up your Google Form

Create a Google Form to collect new member information. Include fields that correspond to the placeholders in the template:

• Email Address
• Full Name
• Membership Level (dropdown with your membership tiers)

Make sure to enable the option to collect email addresses if you plan to send the welcome document directly to new members:

Step 3: Create your Zap in Zapier

1. Log in to Zapier, click the + Create button and select Zaps

2. Set up your Trigger:

   • Choose Google Forms as your trigger app
   • Select New Form Response as the trigger event
   • Connect your Google account if not already connected
   • Select the Google Form that's collecting your form responses
   • Test the trigger to make sure it's working correctly

3. Set up your Action:

   • Choose TemplateDocs as your action app
   • Select Generate Document as the action event
   • Connect your TemplateDocs account if not already connected
     • You will be asked to provide your TemplateDocs API key. You can find it in the API Keys page.
   • Configure the action:
     • General fields:
       • Template: Select your Member Onboarding template
       • Output Format: PDF / DOCX
       • Send to Email: Check this option to send a copy of the generated document to your email address (you can skip the optional "Email Subject" and "Email Body" fields)
     • Data fields:
       • MemberName: Connect to the Full Name field from your Google Form
       • MembershipLevel: Connect to the Membership Level field from your Google Form
       • ContactPerson: Type in a name of a contact person in your organization
       • ContactEmail: Type in an email address for the contact person

4. Optional: Add a Gmail Action to send the welcome document to the new member

   • Add a Gmail action
   • Select Send Email as the action event
   • Connect your Gmail account if not already connected
   • In the To field, assign the Respondent Email field from the Google Form
   • In the Attachments field, attach the generated PDF from TemplateDocs (appears as File in the dropdown)
   • Personalize the email subject and body to your preferences

5. Test and activate your Zap

   • Send a test submission through your Google Form
   • Review the generated welcome document

The Final Result

When a new member submits the Google Form, a personalized welcome document is automatically created and includes:

• Their name and membership details
• Information about their membership benefits
• Contact information for support

This automation saves your team time, ensures consistency in your onboarding process, and provides new members with immediate confirmation of their membership.

Try next

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