Hello, i’m struggling to make the following action
When a new form in submitted in tally it is used as a trigger = done
I want a google doc of mine to be copied = done thanks to “copy_file” google drive
I want that document to be renamed with tally form strings (username) = not done
change some part of the document according to reply from tally = should work with google doc replace_text i will put [1] where i want answer 1 to go etc.
turn that google doc into a pdf and send it to myself
If you have any idea on how to do so a better way or just how to fix my steps in order to make it work, I thank you
Sorry for my bad english, i am not a native speaker.
Your sincerely
Hello! It looks like you’ve already set up the trigger and the “Copy File” action for Google Drive. Let’s move on to the next steps.
To rename the copied Google Doc with the Tally form string (username), you can use the “Update File” action in Google Drive. Search for the Google Drive app in the step menu, select the “Update File” action, and connect your Google account. Then, pass the File ID of the copied file and set the new title using the Tally form string (username).
To replace parts of the Google Doc according to the Tally form responses, you can use the “Replace Text” action in Google Docs. Search for the Google Docs app in the step menu, select the “Replace Text” action, and connect your Google account. Then, pass the Document ID of the copied file and set the find and replace text according to the Tally form responses.
To convert the Google Doc into a PDF and send it to yourself, you can use the “Export File” action in Google Drive and the “Send Email” action in Gmail. First, search for the Google Drive app in the step menu, select the “Export File” action, and connect your Google account. Pass the File ID of the copied file and set the MIME type to “application/pdf”. Then, search for the Gmail app in the step menu, select the “Send Email” action, and connect your Gmail account. Attach the exported PDF from the previous step and set the recipient email address to your email.
Remember to test each action to ensure the configuration is correct. If you need further assistance or have any questions, feel free to ask!
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