An automated workflow using integromat
Connects Google Sheets + Docupilot
Create Docupilot invoices automatically from new Google Sheets rows
About this workflow template
This automation scenario allows you to connect Google Sheets and Docupilot
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
Google Sheets and Docupilot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Google Sheets
Watch New Rows in Google Sheets
Triggers when a new row is added.
Then this action happens in Docupilot
Create a Document in Docupilot
Create document from selected template
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Docupilot invoices automatically from new Google Sheets rows.
Part I
Configure Applications
First, we need to connect Google Sheets and Docupilot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Connect Docupilot to Make.com.
Give Make.com access to your Docupilot account, using Docupilot 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 Sheets
Choose the following trigger: Watch New Rows (Triggers when a new row is added.).
Then set up an Action for Docupilot
Choose this action: Create a Document (Create document from selected template).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and Docupilot.
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 Docupilot invoices automatically from new Google Sheets rows!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
Create document
Creates a new document from a specified template.
actionbyzapierintegratelypipedreamCreate a document
Create document from selected template
actionbyintegromatGet all template schema
Retrieve all template tokens.
actionbypabbly-connectAuthentication
Triggers for an authetication.
triggerbyzapierPull all documents
Documents get list.
triggerbyzapier
Apps you need
Google Sheets
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.
