How to integrate Google Sheets with MakeLeaps to create a document in MakeLeaps when a row is added in Google Sheets

Step 1: Connect Google Sheets and MakeLeaps to My Apps

First, register Google Sheets and MakeLeaps to My Apps to connect them to Yoom.

1. On the left side of the Yoom management screen, select "My Apps" and click "+New Connection".

2. On the next screen, search and select Google Sheets and MakeLeaps to proceed to the next screen.

＜For Google Sheets＞

・Sign in and select the account to connect next.

・Confirm the account and click "Next".

・Click "Continue" to complete the registration to My Apps.

＜For MakeLeaps＞

・Enter the account name, token, and MakeLeaps ID, then click "Add" to complete the registration to My Apps.
※ The API key to obtain the token can be issued from here.
※ The MakeLeaps ID can be obtained from the link above where the API key is issued. You can also log in to MakeLeaps, go to 'Company Information > App Integration > MakeLeaps "Show Details" > Edit Key', and obtain it from the displayed URL.
※ Base64 encoding is explained on the help page here.

3. Copy the template to connect Google Sheets and MakeLeaps.

・Open the link below.

・Click "Try this template" to complete the copy.

Step 2: Set up the Triggering Google Spreadsheet

Set up the trigger action that initiates the flow.
In this flow, the trigger is activated when a row is added in Google Spreadsheet.

1. Select "My Projects" in the Yoom management screen and click "【Copy】Create a document in MakeLeaps when a row is added in Google Spreadsheet".
※ You can change the template title on the next screen.

2. Click "App Trigger When a Row is Added".

3. Confirm the account linked with Google Spreadsheet and click "Next".
※ Other items are set by default.

4. Set the trigger activation interval and Google Spreadsheet settings, and test.
※ Trigger activation intervals of 5, 10, 15, 30, and 60 minutes are available, and the selectable time varies depending on the plan. The flow bot is activated once per selected interval, checking the trigger action and executing if triggered. A shorter interval setting is generally recommended.
※ Spreadsheet ID and Sheet ID can be selected from "Suggestions" displayed by clicking the frame.

※ For testing purposes, the sheet below was created, so the table range and column with unique values are set as above.

5. If the test is successful, the information retrieved from Google Spreadsheet is displayed in the output.
If there are no issues, save it.

Step 3: MakeLeaps Setup

Next, set up MakeLeaps to create documents based on the information retrieved from Google Spreadsheet.

1. Click "Create Document with App Integration".

2. Confirm the account linked with MakeLeaps and click "Next".
※ Other items are set by default.

3. Set the necessary items for document creation.
※ To reflect information from Google Spreadsheet, such as document numbers, click the frame and select from the "When a Row is Added" output. (Values are displayed in double brackets) This allows dynamic reflection of content that changes per document.

※ Document templates can be selected from "Suggestions" displayed by clicking the frame. (If there is no template, it will not be displayed in suggestions)
※ If managing client URLs and contact URLs in Google Spreadsheet, select from the "When a Row is Added" output displayed by clicking the frame. (Values are displayed in double brackets)
※ The issue date can be selected from "Date" displayed by clicking the frame. (Selecting "Today" dynamically reflects the date this flow is activated)

4. If the test is successful, a document is created in MakeLeaps.
If there are no issues, save it.

Step 4: Google Spreadsheet Setup

Finally, set up to register the document ID and document URL issued when a document is created in MakeLeaps into Google Spreadsheet.
By setting this up, you can manage document IDs and document URLs in Google Spreadsheet.

1. Click "Operate Database Update Record".

2. Confirm the account linked with Google Spreadsheet.
※ Other items are set by default.

3. Set up the Google Spreadsheet to register the document ID and document URL, and click "Next".
※ Spreadsheet ID and tab name can be selected from "Suggestions" displayed by clicking the frame.

4. Set the document ID and document URL.
※ Document ID and document URL can be selected from the "Create Document" output displayed by clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of values that change per document.
※ Leave other items blank.

5. If the test is successful, values are added to the specified Google Spreadsheet.
If there are no issues, save it.

6. When the trigger is turned ON, a document is automatically created in MakeLeaps every time a row is added in Google Spreadsheet.

If you have any questions about the introduced flow, please check the help page.

Other Automation Examples Using Google Sheets and MakeLeaps

There are many other examples of automation using Google Sheets and MakeLeaps on Yoom, so here are a few introductions.

1. Create a Client in MakeLeaps When a Row is Added in Google Sheets

You can automate the process of creating a client in MakeLeaps based on the client information added to Google Sheets.
By using this integration, you can centrally manage client information and reduce the burden of data management.

2. Update the document status in MakeLeaps when a row is updated in Google Sheets

You can automate the process of updating the document status in MakeLeaps after updating the status in Google Sheets.
This integration helps prevent missed updates in MakeLeaps and is expected to improve the accuracy of status management.

3. Update MakeLeaps Contacts When a Row is Updated in Google Sheets

You can automate the process of updating contacts in MakeLeaps after updating them in Google Sheets.
This integration can reduce manual updates of contact information, achieving an accurate and efficient update process.

Summary

The task of manually creating documents in MakeLeaps based on information registered in Google Sheets is labor-intensive and carries the risk of human error and time lags.
These challenges can be resolved by integrating the tools.
Integration between Google Sheets and MakeLeaps can be easily achieved without code using Yoom.
By following the steps outlined in this article, even those without specialized knowledge can easily implement it.
If you are considering automating the document creation process, take this opportunity to try Yoom.