Google Sheets Connector

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With our new Wep App feature, you can now set up your documents to update spreadsheets in Google Sheets. Here is an example of the steps needed to set up a Web App connector to  Google Sheets: 

  1. Set up your template in naturalForms
  2. Set up your spreadsheet in Google Sheets2.jpg
  3. Go to Zapier and start setting up your Zap. Click on the 3_cropped.jpg button
  4. Name your Zap and select the naturalForms app. Note: To get access to naturalForms in Zapier, just click here.
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  5. Choose your trigger. In the example below, we want to create a new row on the spreadsheet every time a new document is submitted5.jpg
  6. Select your naturalForms account6.jpg
  7. You will then be asked to enter your credentials for your naturalForms account7.jpg
  8. Next you need to Edit Options by selecting the template you are connecting to Zapier.Trigger_Edit_Options.png
  9. Zapier will then attempt to automatically test the connection.After a successful connection you can proceed and setup the action part of the Zap.Trigger_Test_Connection.png
  10. In naturalForms, go to Templates and click on the Settings9.jpg
  11. Select the Output Settings tab, the Web Apps tab, and the Document to Zapier.  Template_Web_App_Settings.png
  12. Next, identify the fields that you wish to connect between your naturalForms template and Zapier. If you wish to add all the fields from your template to your connector, then click on the Auto-map all fields Or you can add individual fields by clicking on the “+” sign. You can remove fields by clicking on the ““ sign.Connector_Fields.png
    1. Name the field. This is the field name that will be sent to Zapier.
    2. Identify how you want to set the value of the field:
      • Document field value - This is a field that is included in the template.
      • Literal null - A null value.
      • Literal number - A specific or hard-code number that will be sent with the form data.
      • Literal string - A specific or hard-code string that will be sent with the form data.
      • Literal true/false - A specific or hard-code true/false that will be sent with the form data.
  13. You can view a list of the fields that will be sent in the CSV file to Zapier by clicking on the Show CSV field list. If you no longer wish to view this list, simply click on the Hide CSV field list.12a.jpg12b.jpg
  14. If you would like to see an example of how the file will look using some sample date, simply choose a submitted document and click on the Show sample output using document. In order to use this feature, a document needs to be submitted from the tablet for this template. If you no longer wish to view this sample, simply click on the Hide sample output.13.jpg
  15. When you have completed defining the connecter, you are ready to send a file to Zapier for testing. Simply choose a document that you have submitted from the naturalForms app for this template and click on the Test Once you have received a “Your document data was successfully delivered”, you should click Save to complete your Wep App configuration.14.jpg
  16. You will now want to switch back over to Zapier to finish defining your Zap. In order to test your trigger configuration, click on the OK, I did this15.jpg
  17. You should receive a Test Successful message with a display of the file that was pulled from naturalForms. Select Continue to finish the Action portion of your Zap.16.jpg
  18. Next, you will need to tell your Zap what you would like to do with the data that was sent to Zapier from naturalForms. For this example, select Google Sheets.17.jpg
  19. Choose the Action or Filter that you wish to use. Most common selection here will be to create a new row in your spreadsheet, but you also have the option to update an existing spreadsheet or to lookup an existing spreadsheet row.18.jpg
  20. Select the Google Sheets Account that you would like to connect to your Zap. We recommend that you click on Test to ensure that the Zap can connect to the account.19.jpg
  21. You should receive a Success message once the test is completed. Click on the Save + Continue to save the Google Sheets account to your zap.20.jpg
  22. Next, you will need to set up the Google Sheets spreadsheet row. Select the Spreadsheet and Worksheet that you would like to update from the Zap. Then you will choose the fields from your spreadsheet and map the corresponding fields from the CSV from naturalForms. Once you have completed the field mapping, click on Continue.21.jpg
  23. An example of the spreadsheet row will be displayed. If changes need to be made, go back to the Edit Template If everything looks right, select Create & Continue.22.jpg
  24. You should receive a Test Successful23.jpg
  25. To verify that the test (and therefore the Zap) worked, go to your Google Sheets account and open the spreadsheet. You should now have a new row added to your spreadsheet.24.jpg
  26. If everything is working as you would like, then you are ready to turn on your Zap. Just click on the button following button to move it to green and ON. Now, when you submit a document for this template, it should automatically create a new row in your Google Sheets account.25a.jpg25b.jpg
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