When a new response comes through to Google Forms, a workflow is run in Process Street. For example, in this article we’ll look at a zap that triggers a customer feedback workflow run in Process Street when a customer fills out your form.
- A small agency collects feedback from its customers
- For each new response, the agency wants to consistently process the feedback (causes for concern, high priority, etc.).
- You will create a zap that connects Google Forms responses to Process Street
- Responses from Google Forms will be automatically filled into your workflow run to keep information to hand while processing
Let’s get started.
Add the feedback survey template to your Process Street account
You can use our premade feedback form, or you can create your own from scratch that fits your needs. For this tutorial, we’ve selected an easy example to demonstrate.
We’re going to use our premade customer feedback survey workflow template which you can grab below:
Create a customer feedback form in Google Forms
Do you have a customer feedback form already? You can skip this step. If not, use one of the Google Forms templates or create a new one.
These form fields can be automatically filled into your Process Street workflow run. You can set this up in the next step.
Create a zap to connect Google Forms and Process Street
All Google Form responses end up as rows in a spreadsheet.
Choose your trigger app as Google Forms and select “New Response in Spreadsheet” as the trigger event.
Connect your Google account and continue to the trigger set up. At this point you want to fill out a test of your Google Form so that you have some sample data and a spreadsheet to use in the next few steps.
Go back to your form and click the “Responses” tab. From there click the spreadsheet icon shown below, to either use an existing sheet or to create a new one.
Now that’s done you can continue to your zap and choose the Google sheet where your responses are being sent and the tab in that sheet where a new row of data will be added:
Test your trigger and as long as you have sample response data you can continue to the action step.
Set up the zap to send data to your form fields in Process Street
Select Process Street as the action app, with “Run Workflow” as the action event.
Click “Continue” and connect your Process Street account.
Next, you can start to map the variable data from your Google Form into your Process Street workflow run’s form fields.
You can also assign one of your team to each new workflow run and give it a due date. In this example, we’ve used the date and time of form submission +1 day. (Note that you may need to adjust the time format with an extra “Formatter by Zapier” step, or ensure that your Google Form and your Zap are in the same time zone).
Once you have filled the form fields with Google Forms variables as you see fit, the last thing to do is to test your action step.
Check your workflow run has been created in Process Street, complete with your selected form fields filled out:
Turn on your Zap and that’s it! You now have a zap that will create a new workflow run for each Google Form response.