Dispatch using Google Sheets from Zapier

Using a service like Zapier can offer a quick and efficient way to integrate FastField with other 3rd party software services/platforms. This article describes how to set up a Zap to "trigger" a form dispatch in FastField from Google Sheets.

Set up your Google Sheets trigger:

Once you have started your New Zap, add Google Sheets as the triggering system:

Adding Google Sheets as the trigger app in Zapier

Choose Triggered when a new row is added to the bottom of a spreadsheet. as your trigger action and select Continue:

Selecting the new row trigger action in Zapier

Zapier will then ask you to connect to your Google account to gain access to a list of Google Sheets in your account:

Connecting a Google account in Zapier

Select Continue to specify the spreadsheet and the worksheet that will be used to send the dispatch requests:

Selecting the spreadsheet and worksheet in Zapier

Add FastField as the action app

Adding FastField as the action app in Zapier

Choose Create Form Dispatch as the action

Choosing Create Form Dispatch as the action in Zapier

Save and continue.

Link your FastField account

Linking a FastField account in Zapier

Be sure to test the connection before hitting save and continue.

Choose form and edit template

Choosing a form and editing the template in Zapier

You will need to choose which form you wish to dispatch to at the top of the page.

Below that is another required field that asks you to enter the email address of the user you wish to dispatch to.

If you have the user emails listed in your Google Sheets (recommended), you can use that column here.

Next, you have many option fields to fill out in your dispatches, such as Project Names, due dates, and addresses. Again, if you have these details in your Google Sheets, you can link them up.

Populate form fields

Populating form fields with Google Sheets data in Zapier

Once you scroll down past AutoCreateUser? (which will automatically create a new user in your account if it cannot find the dispatch email address, when turned on), you will see fields from your form which you can pre-populate with data.

Again, you can pull this data from your Google Sheets by selecting the Add button on the right and choosing a column.

Send a test to FastField

Sending a test dispatch to FastField in Zapier

Once you have finished editing your template, send a test to FastField and check to ensure that the dispatch comes through.

Name your Zap and turn it on

Naming and turning on the Zap

Once you turn your Zap on, Zapier will check every 15 minutes to see if a new row has been added. Each time a new row is added to your spreadsheet, a new dispatch will be created.