Google Forms
Planfix
Google Sheets
integromat

An automated workflow using integromat

Connects Google Forms + Planfix + Google Sheets

Create Planfix contact from a new Google Forms response and add a new row in Google Sheets

About this workflow template

This automation scenario allows you to connect Google Forms, Planfix, and Google Sheets.

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Google Forms, Planfix and Google Sheets can also be integrated using automation tools other than integromat:

Diagram

Create Planfix contact from a new Google Forms response and add a new row in Google Sheets
Workflow diagram: Google Forms + Planfix + Google Sheets integration

How it works?

When this trigger fires in Google Forms

Google Forms

Watch Responses in Google Sheets in Google Forms

Watches for new responses in the Google Sheets table.

Then these actions happen in Google Sheets and Google Sheets

Planfix

Create a Contact in Planfix

Creates a new contact.

Google Sheets

Add a Row in Google Sheets

Appends a new row to the bottom of the table.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Planfix contact from a new Google Forms response and add a new row in Google Sheets.

Part I

Configure Applications

First, we need to connect Google Forms, Planfix and Google Sheets to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Google Forms to Make.com.

    Connect Google Forms to Make.com.

    Give Make.com access to your Google Forms account, using Google Forms credentials.

  • Connect Planfix to Make.com.

    Connect Planfix to Make.com.

    Give Make.com access to your Planfix account, using Planfix credentials.

  • Connect Google Sheets to Make.com.

    Connect Google Sheets to Make.com.

    Give Make.com access to your Google Sheets account, using Google Sheets credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Google Forms

    Set up a Trigger action for Google Forms

    Choose the following trigger: Watch Responses in Google Sheets (Watches for new responses in the Google Sheets table.).

  • Then set up an Action for Planfix

    Then set up an Action for Planfix

    Choose this action: Create a Contact (Creates a new contact.).

  • Then set up another Action for Google Sheets

    Then set up another Action for Google Sheets

    Choose this action: Add a Row (Appends a new row to the bottom of the table.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Google Forms, Planfix and Google Sheets.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Planfix contact from a new Google Forms response and add a new row in Google Sheets!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggers when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggers when a new spreadsheet is created.

    zapierautomateio
    triggerbyzapierautomateio
  • Google Forms

    Create response

    Create a new response/entry (row) in a specific spreadsheet.

    zapierintegrately
    actionbyzapierintegrately
  • Google Forms

    Api request (beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    zapier
    actionbyzapier
  • Google Forms

    Custom actions (beta)

    Create a new action using AI.

    zapier
    actionbyzapier
  • Google Forms

    Lookup response

    Finds a response row by a column and value. Returns all the values on that matching row.

    zapier
    actionbyzapier
  • Google Forms

    Update a response in google sheets

    Updates a response in the Google Sheets table.

    integromat
    actionbyintegromat
  • Google Forms

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat

Apps you need

Google Forms

Google Forms

Form Builders

Simple surveys and web forms for personal use from Google

Google Forms is a user-friendly tool for gathering data and conducting surveys online. It offers customizable forms, real-time collaboration, and seamless integration with Google Sheets. Create, share, and analyze responses effortlessly.

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.