This automation scenario allows you to connect Google Sheets and Google Docs
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 Google Docs can also be integrated using automation tools other than integromat:
When this trigger fires in Google Sheets
Triggers when a new row is added.
Then this action happens in Google Docs
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
This guide contains information on how to set up an automatic workflow that allows to Create a Quote with Google Docs for each new row in Google Sheets..
Part I
First, we need to connect Google Sheets and Google Docs 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 Google Docs to Make.com.
Give Make.com access to your Google Docs account, using Google Docs 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 Sheets
Choose the following trigger: Watch New Rows (Triggers when a new row is added.).
Then set up an Action for Google Docs
Choose this action: Create a Document from a Template (Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and Google Docs.
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 a Quote with Google Docs for each 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 document from text. Also supports limited HTML.
Appends text to an existing document.
This action will create a new Google document at the path you specify.
This action will append to a Google document as determined by the file name and folder path you specify. Once a file’s size reaches 2MB a new file will be created.
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
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.