Cognito Forms + Google Docs + Gmail Integrations

How to connect Cognito Forms + Google Docs + Gmail

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Do even more with Cognito Forms + Google Docs + Gmail

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, Google Docs, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new orders.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new refunds.
Trigger
Instant
Try It
- FormRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write

- Api Docs Info
  API docs for Cognito Forms are located here http://help.cognitoforms.com/webhooks
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Scheduled
Try It

- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Document NameRequired
- Text to AppendRequired
  Note: this field also supports HTML which will be rendered into the document.
Action
Write
- FileRequired
  Must be a file object.
- Specify Document Name
  Advanced: By default, we use the same name as the file from the other service (stripping the extension). If you need to change the name, enter a value here.
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Folder
  Note: if you pick a folder, sub-folders within that folder are not searched.
- Document NameRequired
Action
Search
- Label/Mailbox
- Search String
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
  By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include in:inbox.
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or in:inbox subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- NameRequired
  Can have parents via a simple forward slash syntax: "Parent/Child"
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
Action
Search

- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new payments.
Trigger
Instant
Try It
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
Try It
- IdRequired
- FormRequired
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- FormRequired
  The form for which the document is to be generated.
- Entry IdRequired
  The Id of the entry for which the document is generated.
- Template NumberRequired
  The number of the document template to be used.
Action
Search
- Folder
  Check a specific folder for new documents. Keep clicking to go inside folders. Please note: new documents added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none picked.
Trigger
Scheduled
Try It
- Template DocumentRequired
- New Document NameRequired
- Folder for new Document
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Sharing Preference
  Grant access to third parties when sharing documents via direct links, exports and/or embed links. Your GDrive's default sharing preferences will be used otherwise.
- Unused Fields Preference
  What to do with any unused template fields. You can keep the fields so they remain unmodified (e.g. "{{email}}"), remove them so there is no text instead, or replace them with a fallback custom value of your choice. By default, any unused fields will be kept unmodified.
Action
Write
- Document NameRequired
- Document ContentRequired
  Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
Action
Write
- Api Docs Info
  API docs for Google Docs are located here https://developers.google.com/docs/api/how-tos/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Document NameRequired
- Document ContentRequired
  Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
  (Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
  Customize the from name (but must be sent via the email address you connected).
- Body Type
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Trigger Instructions
  Important
  If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
  For the "New Email Matching Search" Gmail trigger, please add label:inbox to the end of your "Search String."
  For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select INBOX for the "Label/Mailbox" field.
- ThreadRequired
  If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
- To
  Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Cc
  Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- Bcc
  Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg. test@example.com,example@example.com.
- From
  Select an email address or alias from your Gmail Account. Defaults to the primary email address.
- From Name
- Reply To
  Specify a single reply address other than your own.
- SubjectRequired
- Body Type
  If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
- BodyRequired
- Signature
  Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
- Label/Mailbox
- Attachments
  A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
Action
Search or write

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How Cognito Forms + Google Docs + Gmail Integrations Work

Step 1: Authenticate Cognito Forms, Google Docs, and Gmail.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cognito Forms + Google Docs + Gmail

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more

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About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

Learn more

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

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Cognito Forms + Google Docs + Gmail Integrations

How to connect Cognito Forms + Google Docs + Gmail

Do even more with Cognito Forms + Google Docs + Gmail

Entry Deleted

New Order

FormRequired

New Refund

FormRequired

Create Entry

FormRequired

Set Form Availability

FormRequired

Availability Start

Availability End

Not Available Message

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Document

Append Text to Document

Folder

Document NameRequired

Text to AppendRequired

Upload Document

FileRequired

Specify Document Name

Folder

App Extensions (Beta)

Owner

App ExtensionRequired

Find a Document

Folder

Document NameRequired

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

New Entry

FormRequired

New Payment

FormRequired

Update Entry

FormRequired

Update Entry

IdRequired

FormRequired

App Extensions (Beta)

Owner

App ExtensionRequired

Get Document

FormRequired