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.
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'll need to re-authenticate your connection each time you update your Google Workspace account password.
🗒️ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.
Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.
Click the Manage Connected Apps card.
You'll navigate to the App Connections page.
Locate the Google Workspace connection.
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.
If your new connection is successful, you'll find a Google Workspace connection card on the App Connections page listed under My Connections.