1.Detect new or updated rows
Integrate Google Sheets and spreadsheet row triggers to detect flagged handbook send requests and pull agreement source fields.
Create parent handbook PDF when sheet row updates
Automatically monitor new or updated spreadsheet rows across Google Sheets and Zapier. Create and update when handbook send requests are flagged β so you can generate merged PDFs, record sent status, and reset action flags without manual follow-up.
How this automation generates handbook PDFs fast
When spreadsheet rows pile up and handbook requests sit unprocessed, delays can stall onboarding. This automation detects flagged send requests, generates merged handbook PDFs, and updates sheet status so your team can act on time.
Google Sheetsor swap with your favorite app
2.Continue only for send requests
Integrate Filter by Zapier and workflow conditions to check the configured action flag and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Choose template path P1 or P2
Integrate Paths by Zapier and branching logic to select the correct document template path based on the action column value.
Paths by Zapieror swap with your favorite app
4.Create merged handbook PDF
Integrate Formstack Documents and document merge mapping to create a merged PDF from the selected template and source fields.
Formstack Documentsor swap with your favorite app
5.Update sheet send status
Integrate Google Sheets and spreadsheet updates to clear the action flag and write a sent status with timestamp.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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