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.

Member Onboarding Template

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)
Google Form Example

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

Google Form Example

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.

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Zapier