# 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FujldsiJUskxZE7qhIs62%2Fimage%201%20(1).png?alt=media&#x26;token=ab381c32-293a-49da-b292-71083e1982bb" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FSNy57mBVHPS0GaRPcTXJ%2Fimage%202.png?alt=media&#x26;token=077db65f-870d-4aaa-8825-8f57dab11c07" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FlyHBHUZ1chOTXz3DRnr3%2Fimage%203.png?alt=media&#x26;token=87800740-9ad4-4aa5-8508-4836247f469c" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FaKX8sqIEovNltz7EjbVw%2Fimage%204%20(1).png?alt=media&#x26;token=78cd77c6-c22a-401a-aa90-d3600cfd6a5c" alt=""><figcaption></figcaption></figure>

Now, choose the form from the dropdown and continue

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FUG3JH06xYOLcXHlCHsMx%2Fimage%205%20(1).png?alt=media&#x26;token=c3bdff1c-9b46-4977-9f32-03f5b2b454d4" alt=""><figcaption></figcaption></figure>

Lastly, let's test the step with a record

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FQ6R5Bt4e8vYQtXU2LgV4%2Fimage%206.png?alt=media&#x26;token=70949510-6b5a-4d1b-9005-c923481594f0" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FIXMO2gDGWnZgrO2IxXaL%2Fimage%207.png?alt=media&#x26;token=f23935cf-3376-40ec-978c-ce2f0bac85c0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FlloyfzezFQ6mNKEojBeo%2Fimage%208.png?alt=media&#x26;token=c08e344c-0500-4f32-b57f-6bb1bff0fe2d" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F5Pear4BdWy0RwSI4Cv2Z%2FZAP%20QG%20API%20key.gif?alt=media&#x26;token=4b68d4d1-0362-482a-ac23-e5b771e20847" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FVbKGMJINsCakxUjQGp7X%2Fimage%209.png?alt=media&#x26;token=e9da2cfe-e07c-4686-8556-87f2dc0efd20" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FH3eSbGFlmS0szbP53Pbz%2FZAP%20QG%20fields.gif?alt=media&#x26;token=5d4a67e1-f53f-40e7-8fa7-bb41fdf3f542" alt=""><figcaption></figcaption></figure>

With that done, let's test the step

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FaTWeoRiKuM4qGLO5cejg%2FZAP%20QG%20test%20run.gif?alt=media&#x26;token=873279b5-3d5a-4b58-936c-e44317deb3c3" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F57mISshNFP3IwGOb8Vgh%2FZAP%20QG%20PDFgen.gif?alt=media&#x26;token=72a0bc4f-d379-4828-9ac4-cbc4c70ca804" 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 %}
