Upload completed PDFs to Google Workspace and Add or Upsert Rows to Google Sheets account with the GoFormz-Google Workspace connection.
Before you begin, you'll need access to a Google Workspace account. The account used will display as the user who completes any associated actions, so we recommend that you create a 'GoFormz Connection' for exclusive use with this connection.
Note: You must re-authenticate this connection each time you change your Google Workspace account password.
This connection gives GoFormz access to your Google Workspace account to read and write files, but GoFormz will not have management access for any of your Google Workspace settings.
You have two options for adding your connection: while setting up your Workflow recipe, or via the Connected Apps page.
While setting up your Workflow recipe
If you want to add a connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.
If you want to connect Google Workspace to your GoFormz without setting up a Workflow, add your connection on the Connected Apps page.
On the Connected Apps page
Follow the steps below to create your new Google Workspace connection in the GoFormz web app:
Open the More drop-down menu and click Connected Apps.
You'll navigate to the App Connections page.Select the Google Workspace connection.
You'll navigate to the Google Workspace connection management page.Click Add Connection.
The Start a new connection modal will appear.Select the Google account for your connection.
If the account you want to use is not listed, click "Use another account."
Complete the log-in process.
Click Allow.
Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Google Workspace username as part of the connection name.
Want to verify your new connection?
In the GoFormz web app open the More drop-down menu and click Connected Apps to access the Connected Apps page.
Here, you'll click the card for the app connection you want to verify.
You'll navigate to the app's connections list where you'll see your existing connections for your selected app. Locate your connection in this list to verify a successful connection.