# Zapier Quickstart Guide

{% stepper %}
{% step %}

### **Clone "Service Request Confirmation" Template**

Clone the "Service Request Confirmation" template into your Documint account by clicking the button below.

<p align="center"><a href="https://app.documint.me/templates/697d2a744c6b5b4bad8bb8ac/clone" class="button primary" data-icon="clone">Clone "Service Request Confirmation" Template</a></p>

<figure><img src="/files/alcNOcLpqpkURZ8BaxOs" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Clone Form**

Clone the form below into your Google account by clicking the button below.

<p align="center"><a href="https://docs.google.com/forms/d/1-FcMidsWuCFRMFWp7zrdIPSUHa9Ccl3wc2rkMg_IdK0/copy" class="button primary" data-icon="clone">Clone "Service Request" Form</a></p>

<figure><img src="/files/Nnxg5jMXyG3qENYX8TBi" alt=""><figcaption></figcaption></figure>

Now, add some data so you can test the document generation.
{% endstep %}

{% step %}

### **Clone Zap**

Clone Zap into your Zapier account by clicking the button below.

<p align="center"><a href="https://zapier.com/shared/e9a4d71b3fd3791eaae095665c655fa3e8b45920" class="button primary" data-icon="clone">Clone "Documint Quickstart Guide" Zap</a></p>

<figure><img src="/files/n07KTh3RVEaWSS7wGGEC" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Setting up the trigger**

The form is now in your Google account, and we need to add it to the trigger. When you clone the Zap, we must set this up.

The Setup pop-up for the trigger will require you to connect your Google account. Once it's done, click `Continue`

<figure><img src="/files/lx6VSeIkCYw37XYoNbME" alt=""><figcaption></figcaption></figure>

Now, choose the form from the dropdown and continue

<figure><img src="/files/Lb2BO00QAtduPUYNcAtL" alt=""><figcaption></figcaption></figure>

Lastly, let's test the step with a record

<figure><img src="/files/PDpTAukbrOxS49357X4V" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **Connect Zapier & Documint**

When setting up the action to create the document, you'll need to sign in to Documint.

When you go to Select Account, a page will show up to paste an API key.

<figure><img src="/files/VPPaxMJTkZ6I2UtbVVTV" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/tgM8d561IgDSyoqGnn9j" alt=""><figcaption></figcaption></figure>

To get the API key, go to the Integration Settings in Documint and create an API key. Don't forget to copy it.

<figure><img src="/files/mRiemSvlFi5ENOEuycy7" alt=""><figcaption></figcaption></figure>

Now, paste it in Zapier, and let's configure it

<figure><img src="/files/lUBBUhE3Zqj5vCHeUT3B" alt=""><figcaption></figcaption></figure>

In the configure step, select the template. The template fields will show up for you to relate to the question in the form.

<figure><img src="/files/Myu97lIvRgW1S0ugOQAZ" alt=""><figcaption></figcaption></figure>

With that done, let's test the step

<figure><img src="/files/VZkpL6h1VaLftYJPv870" alt=""><figcaption></figcaption></figure>

Voilá!
{% endstep %}

{% step %}

### **Generate Document**

To check the generated document, go to `Data out` and copy this URL. Open it in a new tab, and you will see the document you have just created!

<figure><img src="/files/uk8LiXHGVPsKIlx8VVNZ" alt=""><figcaption></figcaption></figure>

We suggest you add another action to the Zap to store the PDF generated. The PDF URL only lasts for a few hours. So, feel free to connect the cloud service you use, and that's it.&#x20;

You are all set! 🎉
{% endstep %}
{% endstepper %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.documint.me/introduction/platform-quickstart-guides/zapier-quickstart-guide.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
