An automated workflow using integromat
Connects monday.com + Google Docs + Google Drive
Create new PDF documents in Google Drive from new items in Monday
About this workflow template
This automation scenario allows you to connect monday.com, Google Docs, and Google Drive.
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
monday.com, Google Docs and Google Drive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in monday.com
Watch Board's Items in monday.com
Triggers when a board's item is created.
Then these actions happen in Google Drive and Google Drive
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.
Download a File in Google Drive
Downloads a file.
Upload a File in Google Drive
Uploads a new file.
Delete a File/Folder in Google Drive
Permanently deletes a file or folder owned by the user without moving it to the trash.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new PDF documents in Google Drive from new items in Monday.
Part I
Configure Applications
First, we need to connect monday.com, Google Docs and Google Drive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect monday.com to Make.com.
Give Make.com access to your monday.com account, using monday.com credentials.
Connect Google Docs to Make.com.
Give Make.com access to your Google Docs account, using Google Docs credentials.
Connect Google Drive to Make.com.
Give Make.com access to your Google Drive account, using Google Drive 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 monday.com
Choose the following trigger: Watch Board's Items (Triggers when a board's item is created.).
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.).
Then set up another Action for Google Drive
Choose this action: Download a File (Downloads a file.).
Then set up another Action for Google Drive
Choose this action: Upload a File (Uploads a new file.).
Then set up another Action for Google Drive
Choose this action: Delete a File/Folder (Permanently deletes a file or folder owned by the user without moving it to the trash. ).
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 monday.com, Google Docs and Google Drive.
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 new PDF documents in Google Drive from new items in Monday!
Related Automation Templates
Supported triggers and actions
New file in folder (legacy)
Triggers when a new file is created within a specific folder (but not its subfolders). Please note for files moved to a folder, this trigger may not work as expected, use the newer version for that use case.
triggerbyzapierNew file
Triggers when any new file is added (inside of any folder).
triggerbyzapierautomateiopabbly-connectNew file in folder
Triggers when there is a new file in a specific folder
triggerbyautomateiozapierWatch files in a folder
Triggers when a file is created or modified in a selected folder.
triggerbyintegromatUpdated file
Triggers when a file is updated in a specific folder (but not its subfolders).
triggerbyzapierautomateiopabbly-connectNew file in your folder
This trigger fires every time a new file is added to the Google Drive folder you specify. Note: Does not work for Google Docs, Forms, or Sheets files.
triggerbyifttt
Create item
Create a new Item in a board
actionbyzapierintegratelypabbly-connectpipedreamalbatoCreate document from text
Create a new document from text. Also supports limited HTML.
actionbyzapierpabbly-connectAppend text to document
Appends text to an existing document.
actionbyzapierintegratelyCreate a document
This action will create a new Google document at the path you specify.
actionbyiftttintegromatAppend 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.
actionbyiftttCreate 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.
actionbyzapierintegratelypabbly-connectalbato
Apps you need
Google Drive is a versatile cloud-based platform that lets you store your files, photos, videos, and more safely. You can access them from anywhere and share with others, making collaboration a breeze.
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.
