Google Forms to Agrello

Quick guide how to start with Jotform and Agrello

Before you start

Make sure you have all the necessary files to work with:

1. A Word (DOCX) document with variables is created (example files here) and uploaded to Agrello as a template.

2. Google Forms prepared

3. Google Forms has output to spreadsheet

Step 1.

Create a Word (DOCX) file and upload it to Agrello as a template.

if using Google Docs go to File > Download > Microsoft Word

Template from Docx file

Step 2.

Create a Google form with matching variables

Step 3.

Activate spreadsheet to hold data of your form

Setting up Google Forms trigger

Step 1.

Choose Google Forms from App selection

Step 2.

Select Trigger (New Response Spreadsheet)

Step 3.

Connect Google Account

Step 4.

Select Spreadsheet file to work with

NB! Input test Data in your Google Form before testing, so at least one row exists

Step 5.

Test new row creation

Setting up Agrello action

Step 1.

Choose Agrello app as an action

Step 2.

Select Event (Create New Document From a Template)

Step 3.

Connect Agrello account

Step 4.

Configure the action.

Start by selecting the template you previously uploaded.

Based on the fields in the template the additional configuration fields are displayed. In this example you can add Agreement Start Date, Party A full name, address etc.

Step 5.

Once you have completed the configuration you need to test Zapier flow.

If the test is successful you should see the new document created in Agrello, using the template file you chose filled with the data from your spreadsheet.

Step 6.

If the test is successful you can activate Zap