Automate your workflow by connecting Google Docs to Shortlist using Zapier! In the article below, we provide step-by-step instructions on creating your first Google Docs to Shortlist Zap.
In this tutorial, we will focus on creating a new Task in Shortlist each time a document is created in Google Docs. Check out the different triggers, actions, and events as well as help material from Zapier. Though your organization's needed trigger/action may be different, the steps you follow will be the same.
There are 4 parts to the tutorial:
- Create a Zapier account
- Connect the Google Docs app to your Zapier account
- Create the trigger event (a new Google Doc is created)
- Test the trigger event
- Connect the Shortlist app to your Zapier account
- Create the action event (a new Task is added in Shortlist)
- Set your Zap live!
Creating a Zapier account
First, you will need to create an account on Zapier, allowing 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 the beta phase, so you will need to click on the above link to access it.)
On the Zaps screen. Click: Make a New Zap
Connecting your Google Docs account & create the trigger event
The trigger app and event are where the automation starts. In this case, it will be when a new document is created in Google Docs.
Type Google Docs and select it from the list of available apps:
Add the trigger event and click Continue. You will be prompted to sign in to your Google Docs account.
Test the trigger event - You can now test the trigger to verify that the account is connected correctly. When Zapier pulls the results, look for the document title to verify the test was successful. Click Continue when you are done.
Great, you are halfway there! Now, we need to tell Zapier what to do when it detects that a new document is created.
Connecting your Shortlist account & creating the action event
From the app list, select Shortlist. While we are in the beta stage, you may see a few versions available. Make sure to select 1.0.6 as per the image below:
Next, select Choose Action Event. Since we are creating a new Task in Shortlist only when Task is created, we need to select "Create Task" and click Continue. You will be prompted to authorize access to your Shortlist account.
You will need to enter your Shortlist URL. Follow the pattern in the description, <customer>.shortlist.co where the customer is your account name.
(Note: Do not include "https://" or "http://")
If everything was successful, you will see the Shortlist name and be prompted to click Continue. This will move you to configure your action.
Create the action event
You will see Customize Task screen. Fill in the required details by clicking into a field. You will see a dropdown menu with suggested options or can select Show all Options for more options. Once you have completed all the required/desired fields, click Continue.
Test the action event - You can now test the action to verify that the action creates the desired results. Verify that a new Task with the details entered is now in your Shortlist account. Click Continue when you are done.
Set 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.
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