Need help creating Google Docs from CRM data (Webhook → Pabbly → Google Docs Template)

Hi everyone,

I'm trying to set up an automation and I'm a bit stuck choosing the correct Google Docs action.

Here is my workflow:

• I have a process in my CRM (GEEST CRM)
• When a trigger is activated, it sends data via webhook to Pabbly Connect
• Pabbly successfully receives all the data fields (this part is working fine)

Now what I want to do:

I have a contract template in Google Docs, and I want Pabbly to:

• Take the data from my CRM
• Replace the placeholders in my contract template
• Create a new contract document each time
• Save the new document in my Google Drive

My issue:

When I connect Google Docs in Pabbly, I see multiple options like:

• Create Document from Text (Shared Drive)
• Create Document from Template in Shared Drive
• Replace Text in Document

I'm not sure which one I should use.

When I select Create Document from Template in Shared Drive, it forces me to connect to a Shared Drive folder that I don't want to use "SOLARBAJA FINANCIERA". I would prefer to choose a different folder, but I'm unable to change it.

Could someone please clarify:

1. Which Google Docs action is the correct one for my use case?
2. How can I choose my own folder instead of the Shared Drive?
3. Is there a recommended way to create contracts from templates using Pabbly?

Thanks in advance!

Hi @Marissa Cano,

Instead of using "Create Document from Template in Shared Drive," use the "Create Document from Template" action step instead. It will allow you to select a folder in your Google Drive rather than the Shared Drive.

Please watch the video shared below to understand how you can use 'Create Document from Template' action step.

youtube.com/watch?v=nDCB7P9siLA

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
? Pabbly.com
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Thank you so so much Arshil!

Glad to be of help.