When there is a response to the survey in the form, add the response content to the Google Spreadsheet.
■Overview
When a survey response is submitted on Yoom's form, the information is added to a Google Spreadsheet.
You can centralize the collection of form responses and data.
■Preparation
・It is necessary to register (link) your app with the app you will use in advance. Below is a reference guide for linking.
※There may not be a detailed guide available for apps that can be linked in a simplified manner. https://intercom.help/yoom/en/collections/3041779
・Prepare a spreadsheet in advance to accumulate application information.
※The spreadsheet used for accumulation (view-only access. Please copy if you wish to use it.) https://docs.google.com/spreadsheets/d/1S-ENG6XntHgcwsNeUh6wJ5OVML8Sy_ZPYZTkH-PzMDQ/edit#gid=0
■Creation Method
① Select the form trigger, configure the following settings, and save.
・Each question item: Set necessary items such as name, contact information, address, and question content for the survey form.
・Obtained values: You can enter demo values on the next page. Please enter demo values as they will be used in the subsequent test.
※For details on form settings, please refer here. https://intercom.help/yoom/en/articles/8009267
② Press the + mark under the trigger, select Google Spreadsheet from the operations to manipulate the database, configure the following settings, and test/save.
・Execution action: Add a record.
・Spreadsheet ID: Click the field and select the pre-prepared spreadsheet from the options.
・Spreadsheet tab name: Click the field and select the target sheet from the options.
・Table range: Enter the target range including column names. In this example, it is set as A1:G.
・Values of the record to be added: Embed the output obtained in ① corresponding to the displayed column names. (Embedding the output)
※For embedding the output, please refer here. https://intercom.help/yoom/en/articles/8223528
※For the definition of the table range in Google Spreadsheet, please refer here. https://intercom.help/yoom/en/articles/8703465
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.