In this tutorial, we will focus on creating a new Task in Shortlist, each time a Document is created in Google Docs.
First, you will need to create an account on Zapier, which allows end users like you to integrate with web applications you use every day. Shortlist leverages Zapier to connect with Google Docs and thousands of other apps.
Once you create your account, click on this link to add the Shortlist app to your Zapier account:
(Note: The Shortlist Zapier app is currently still in beta phase so you will need to click on the above link to get access to it.)
You should see the following screen.
Click: Make a New Zap
Step 1. Connect your Google Docs account
Type Google Docs and select it from the list:
Next, select Choose Trigger Event. Since we are creating a new Task in Shortlist only when Document is created, we need to select "New Document"
Now, you should be prompted to Sign-In to your Google Docs account when you select the blue Continue button.
Click Continue and Sign-In to your Google Docs account.
Next, Authorize to connect Google Docs to Zapier.
Step 2. Configure a trigger.
Next, you will get a chance to test your trigger. We encourage you to do that.
Zapier will pull data from your Google Docs account. In this case, as long as you have some new Documents in your account it should work fine.
Click Test & Review, and you will get new documents pulled.
Great, you are half there! Now, we need to tell Zapier what to do when it detects that a new document is created.
Step 3. Connect your Shortlist account
From the app list, select Shortlist. While we are in the beta stage, you may see a lot of versions available. Make sure to select 1.05 as per the image below:
Next, select Choose Trigger Event. Since we are creating a new Task in Shortlist only when Task is created, we need to select "Create Task"
Now, you should be prompted to Sign-In to your Shortlist account when you select the blue Continue button.
If you are using version 1.05, you will need to enter your Shortlist URL. Follow the patter in the description, <customer>.shortlist.co where customer is your account name.
(Note: Do not include "https://" or "http://")
If everything was successful, you should see the following screen. Click Continue and move to Step 2.
Step 4. Configure Your Action in Shortlist
You will see Customize Task screen. Fill in the required details.
Step 5. Pushing your Zap live.
When everything is fully configured you should see the screen below:
Finally, the last step is to turn your Zap ON. Now, with every new document created there will be a Task created in Shortlist.
Let us know if you have any questions or need additional support by emailing us at email@example.com