Hello there!! 👋
Day 23, here we go!
"Ultimately, it is your commitment to the process that will determine your progress" - James Clear
📝 Task type: Building
🧱 No-Code Learning Sprint: Follow
⏲️ Estimated time: 30 mins
🛠️ Tools: Zapier
👇 Steps...
- Build an automation by following step by step below
The automation we're building today will take information captured in a Google form as the trigger for Zapier to send an email or Slack message.
It will work like this...
- 1.Form is filled in from user
- 2.Zapier Google Form Module is Triggered.
- 3.Action to Send email/Slack message with a relevant message from the form.
Step 1 - Create a Google Form
- Go to Google forms and Create a New form from a simple template
- With the form Open, go to the Response Tab and click the Google Sheet Icon (This will promt you to create a Sheet to store the responses in)
Step 2 - Create the Action Zap
- Log into Zapier and Create a New Zap
- Name the Zap
💡 Make this a habit to name the Zaps with a meaningful titles. You will thank yourself later.
- In the Trigger, search for and choose Google Forms
- Choose the Trigger Event New Response In Spreadsheet
- Choose or Connect you Google Account
💡 Once the account has been connected the first time, it will available to you in all subsequent Zaps and can be managed in the Apps section of the Zapier dashboard
- Once Connected to your account, choose the spreadsheet from this list. This will be the sheet created by the Google Form in Step 1
- Choose the Google Worksheet (There should be only one to choose)
Step 3 - Test the trigger
In order to test the trigger is working, you will need to fill in and submit the form. This will give you some data to work with.
- Click the EYE icon in the Google form on the Top right. Fill in the Form and submit
- Once the form is submitted, return to the Zap and Test Trigger on the action The Data you submitted in the form should be visible in the information returned from the test.
Step 4 - Create the Action
If you have Slack you can use the Slack action. If not, you can use the built-in Zapier email app.
- Search for email and choose Email by Zapier
- Choose Action Send Outbound Email
💡 You can, at this stage use Google or Outlook email and is recommended if you are sending a lot of emails as there are restrictions on Zapier emails that allow only 10 per hour. Perfect for short internal and infrequent emails.
- Populate the required information, recipient, Subject and Body.
💡 In the subject and body, make use of the information you have in Step one to make the email unique and meaningful. See below 👇
- Now, choose continue and run the Test. And voila! You've just automated a process 🎉
Tomorrow you'll be set a mini challenge in Zapier!