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October 06, 2016

Create Contracts from Google Sheets with Zapier Chrome Extension

With a tool like Zapier, you can easily automate all kinds of tasks from automatically adding new leads to Mailchimp, to saving data in Google Sheets, to instantly generating all types of documents with WebMerge.

In addition to this automation, Zapier has just launched a new Chrome Extension that integrates with Push by Zapier.  Now you can trigger a zap with the click of a button right from inside Chrome.

In this example, we’re going to show you how to use Push by Zapier to pull data from Google Sheets to populate a contract in WebMerge and then send over to SignNow for signature.  All from right inside Chrome!

To get started, we’re going to setup the template for our contract using a Word document.  Inside Word, we’re going to add our boilerplate contract information, then for the spots that we want to enter our client’s information, we’re going to use merge fields that look like {$FirstName}, {$LastName}, etc.

Here’s what our contract template looks like:
 


Since we’re sending this contract over to SignNow for signature, we need to add a signature tag to the document so that SignNow knows where to place the signature.  This signature tag is text and looks like: {literal} {{t:s;r:y;o:"Signer";}} {/literal}
 


Once you have your template ready, we need to upload it to WebMerge.  From the Documents page in WebMerge, click New Document and enter a name.  On the next step, pick Office Document and upload your template.
 


After you upload your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is being generated and the name of the file.  For this example, we’re going to generate a PDF and include the name of our customer in the file name.
 


Next, we’re going to setup the delivery of our document to SignNow so that it is automatically sent out for signature.  Under the Deliver tab, click New Delivery and then select SignNow from the list.  After you authenticate your SignNow account, you’ll need to pick the merge field for the signer’s email address.  Feel free to customize any of the other settings.
 


Once you have saved the SignNow delivery, we are done with the setup in WebMerge and we’re ready to setup the integration with Google Sheets in Zapier.

Inside Zapier, go ahead and create a New Zap.  For the trigger, we’re going to choose Push by Zapier as the service and then New Push with Text as the trigger.
 


Next, we’re going to setup a search action for Google Sheets so that we can search for our customer’s information (based on an email address).  Go ahead and pick Google Sheets as the service and then Lookup Spreadsheet Row as the action.
 


Once you authenticate your Google Sheets account, Zapier is going to have you pick the spreadsheet that you want to search and the column in the spreadsheet.  Go ahead and pick the email address column then for the Lookup Value box, choose the “Text” option from the Push trigger.
 


Next, we’re going to setup the Action of the zap so that it sends the customer data over to WebMerge and the contract will be populated.  Go ahead and add a new Action then select WebMerge as the service and Create Document Merge as the action.
 


Once you have authenticated your WebMerge account, Zapier is going to load a list of all the documents in your WebMerge account.  Go ahead and select the contract template that you just setup, then Zapier will load a list of all the merge fields in your document.

For each of the merge fields in your template, you need to pick the corresponding fields from Google Sheets.  This tells Zapier how to send your data over to WebMerge so that it is populated in the correct spot on your template.
 


After you’ve matched up all of your merge fields, go ahead and save your zap, then turn it on.  We’re ready for a test!  Open up Chrome and click on the Zapier icon (the chrome extension), pick the Zap and enter an email address for one of your customers.
 


Once you enter the email address and click the Send Text button, Zapier will look up the contact’s information based on the email address, then send the data over to WebMerge.  Your contract will be generated and sent out for signature via SignNow.

Here’s what our contract looked like ready to sign:
 


Contrats, you’re all finished.  You can now generate documents with the click of a button inside chrome thanks to Zapier.  Can you think of any other ways you can use WebMerge to simplify your paperwork process?
 

8 min read

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