Updating a Plugnote from a Google Sheets with Zapier

For this example, we will connect Google Sheets to Plugnotes so that each time a new row of data is added, a new Plugnotes is automatically filled out.

Step 1: Log in to Zapier

You will need to log in to Zapier if you have not already done so. Simply use an already preexisting account or create one for free.

Step 2: Choose the application and trigger

Choose the application you want to use, this will be Google Sheets. And the action you want to be your trigger. We will choose “New spreadsheet row” so that each new row of data is a new form. You also have the option for other triggers such as “New worksheet” and “New spreadsheet”.

Step 3: Choose the account

Choose in which account your spreadsheet is. If you have not used Google Sheets with Zapier before you will need to login into your account.

Step 4: Choose the worksheet

First, you need to state what spreadsheet you want to use. Zapier will automatically find the worksheets within it and allow you to choose again which one you want.

Step 5: Test the trigger

In order to make sure that the first part of the connection functions, you should test the trigger. In doing so Zapier will attempt to find the worksheet you described and read the information.

As you can see the details that Zapier found correspond with what is in the sheet. This means our trigger functions and we can move on to part two.

Action

Step 1: Choose the application and event

You have to choose which application you wish to connect to the Google Sheets account. For us, this will be Plugnotes.

Step 2: Choose the event

Then you must choose what action you want to take place. For us, this will be to create a new Plugnotes. So that a new submission is sent each time a new row is added to the spreadsheet.

Step 3: Connect your Plugnotes account

If you have not used Plugnotes with Zapier before you may need to login into your account. If you have you can simply choose that account from the drop-down menu that is given.

Step 4: Choose the Plugnotes

From the dropdown list, you have to choose which specific Plugnotes you would like to connect with the spreadsheet.

Step 5: Connect all fields

Zapier will automatically give you the headers from the spreadsheet and you have to choose which fields from the form you want them to connect to. As you can see below data from the “Delivery #” field will be inputted into the form section “Delivery number#”

Step 6: Test the Zap

Zapier will allow you to test the Zap by trying to send the header titles as new Plugnotes entries. You can do this test to see if what you have done works.

As you can see on my Plugnotes account the fields are filled in with the headers. Those that aren’t are just because they are a date or need to be chosen from a pre-prepared list. You can also test the Zap by turning it on and writing a line yourself.

Step 7: Turn on the Zap

Now that you are sure the Zap works, you can turn it on using the button in the top right corner or bottom of your screen.


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