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.
Categories
When this trigger fires in Google Forms
Watches for new responses in the Google Sheets table.
Then these actions happen in Google Sheets and Google Sheets
Creates a new contact.
Appends a new row to the bottom of the table.
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
First, we need to connect Google Forms, Planfix and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Forms to Make.com.
Give Make.com access to your Google Forms account, using Google Forms credentials.
Connect Planfix to Make.com.
Give Make.com access to your Planfix account, using Planfix credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
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
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
Choose this action: Create a Contact (Creates a new contact.).
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
Finally, we need to test this automation and publish it.
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 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!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Create a new response/entry (row) in a specific spreadsheet.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create a new action using AI.
Finds a response row by a column and value. Returns all the values on that matching row.
Updates a response in the Google Sheets table.
Creates a new contact.
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.
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 (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.