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

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

MakeLeaps is a convenient tool that allows you to create various documents.
However, manually creating documents based on information managed in Google Sheets can be cumbersome.
Additionally, there are challenges such as input errors and time lags during the creation process.
By integrating Google Sheets with MakeLeaps, you can automate the document creation process and solve these issues.
This article introduces how to integrate Google Sheets with MakeLeaps without any coding.
Refer to this when automating document creation with MakeLeaps.

Recommended for

Those who use Google Sheets and MakeLeaps
Those who find it cumbersome to manually create documents in MakeLeaps based on data registered in Google Sheets
Those who want to reduce input errors when transferring data from Google Sheets to MakeLeaps
Those who want to strengthen team collaboration by integrating Google Sheets with MakeLeaps

Benefits and Examples of Integrating Google Sheets with MakeLeaps

Benefit 1: Improved Work Efficiency by Reducing Manual Tasks

Manually creating documents in MakeLeaps based on information managed in Google Sheets is a challenging task.
When there are many input fields in a template, a lot of work hours are required for document creation.
By integrating the two tools, you can reduce the manual document creation tasks in MakeLeaps, improving work efficiency.
For example, when creating invoices at the beginning of the month, the person in charge may become overwhelmed with the task, making it difficult to handle other duties.
If documents are automatically created through integration, you can handle other tasks during the freed-up time.

Benefit 2: Prevention of Document Creation Errors and Improved Accuracy

There is a risk of human error in manual document creation.
If there are mistakes in the documents sent to customers, it may affect the trust relationship.
By integrating Google Sheets with MakeLeaps, you can prevent human errors during document creation and improve document accuracy.
For example, manually creating invoices based on templates often involves repetitive simple tasks, but there can be omissions in product names or quantities.
Such simple errors can be prevented through integration, achieving an accurate document creation process through automation.

Benefit 3: Elimination of Time Lags in Document Creation and Strengthened Collaboration

There is a risk of time lags in manual tasks.
Time lags can hinder the work of members responsible for subsequent processes.
By integrating Google Sheets with MakeLeaps, documents can be automatically created based on information registered in Google Sheets, eliminating time lags.
For example, if the accounting team creates invoices that the sales team sends to customers, and an urgent response occurs, causing the accounting staff to delay document creation, the sales team members cannot send them to customers.
Even in such emergencies, by introducing integration, documents can be automatically created by simply registering information in Google Sheets, strengthening team collaboration.

Now, let's introduce how to use the no-code tool Yoom to "create documents in MakeLeaps when a row is added in Google Sheets".

[What is Yoom]

How to Create Documents in MakeLeaps When a Row is Added in Google Sheets

This method can be realized by receiving the addition of a row in Google Sheets using the Google Sheets API and creating documents using the API provided by MakeLeaps.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge.

This time, we will create it through the following major processes.

Register Google Sheets and MakeLeaps as My Apps
Copy the template
Set the trigger for Google Sheets, which serves as the starting point of the flow, followed by the MakeLeaps settings
Turn on the trigger button and check the integration operation between Google Sheets and MakeLeaps

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Integrate Google Sheets and MakeLeaps with My Apps

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

1. Select "My Apps" on the left side of the Yoom management screen 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 integrate next.

・Verify the account and click "Next".

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

＜For MakeLeaps＞

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

3. Copy the template for integrating Google Sheets and MakeLeaps.

・Open the link below.

・Clicking "Try this template" will complete the copy.

Step 2: Setting up the Trigger Google Spreadsheet

Set up the trigger action that will start the flow.
In this flow, the trigger will activate when a row is added in Google Spreadsheet.

1. Select "My Projects" in the Yoom management screen and click "Create a document in MakeLeaps when a row is added in Google Spreadsheet [Copy]".
* 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, then test.
* Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable time varies depending on the plan. The flow bot will activate once per selected interval to check the trigger action and execute if triggered. A shorter interval setting is generally recommended.
* Spreadsheet ID and Sheet ID can be selected from "Candidates" displayed when clicking the frame.

* For testing, 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 will be displayed in the output.
If there are no issues, save it.

Step 3: Setting up MakeLeaps

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

1. Click "Create a document to integrate with the app".

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 output "When a row is added". (Values are displayed in double brackets) This allows dynamic reflection of content that changes per document.

* Document templates can be selected from "Candidates" displayed when clicking the frame. (If there is no template, it will not be displayed as a candidate)
* If managing client URLs and contact URLs in Google Spreadsheet, select from the output "When a row is added" displayed when clicking the frame. (Values are displayed in double brackets)
* The issue date can be selected from "Date" displayed when clicking the frame. (If "Today" is specified, the date this flow is activated will be dynamically reflected)

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

Step 4: Setting up Google Spreadsheet

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 "Update Record to operate the database".

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 "Candidates" displayed when clicking the frame.

4. Set the document ID and document URL.
* Document ID and document URL can be selected from the output "Create Document" displayed when 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 will be added to the specified Google Spreadsheet.
If there are no issues, save it.

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

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

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.

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 MakeLeaps Document Status 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 task of updating contacts in MakeLeaps after updating them in Google Sheets.
This integration can reduce manual updates of contact information, enabling an accurate and efficient update process.

Summary

The manual process of creating documents in MakeLeaps based on the 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.
The integration of Google Sheets and MakeLeaps can be easily achieved without code by using Yoom.
By following the steps explained 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.