Google Sheets
Google Docs
integromat

An automated workflow using integromat

Connects Google Sheets + Google Docs

Create a Quote with Google Docs for each new row in Google Sheets.

About this workflow template

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.

Google Sheets and Google Docs can also be integrated using automation tools other than integromat:

Diagram

Create a Quote with Google Docs for each new row in Google Sheets.
Workflow diagram: Google Sheets + Google Docs integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

Watch New Rows in Google Sheets

Triggers when a new row is added.

Then this action happens in Google Docs

Google Docs

Create a Document from a Template 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.

How to set up this workflow

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

Configure Applications

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

  • Create Make.com account.

    Create Make.com account.

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

  • 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.

  • Connect Google Docs to Make.com.

    Connect Google Docs to Make.com.

    Give Make.com access to your Google Docs account, using Google Docs 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

    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

    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

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 Sheets and Google Docs.

  • 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 a Quote with Google Docs for each new row in Google Sheets.!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggered 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)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    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

    Triggered when you create a new spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • Google Docs

    Create document from text

    Create a new document from text. Also supports limited HTML.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Google Docs

    Create a document

    This action will create a new Google document at the path you specify.

    iftttintegromat
    actionbyiftttintegromat
  • Google Docs

    Append text to document

    Appends text to an existing document.

    zapierintegrately
    actionbyzapierintegrately
  • Google Docs

    Append to a document

    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.

    ifttt
    actionbyifttt
  • Google Docs

    Create document from template

    Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Google Docs

    Upload document

    Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

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.