•     •   3 min read

Easy Google Forms automation with Worksection

You’ve already learned about the pos­si­bil­i­ty of direct inte­gra­tion with Zapi­er. So we decid­ed to go fur­ther and tell you more about its capabilities. 

This arti­cle is the start of a series of mate­ri­als on the set­up of automa­tion, with using Google ser­vices as an exam­ple. Before we start, let’s remem­ber what Zapi­er is.

Briefly about Zapier

Zapi­er is a tool that con­nects actions in dif­fer­ent ser­vices in zaps” (auto­mat­ed process­es). This great­ly sim­pli­fies your work­flow by allow­ing you to syn­chro­nize every­day tasks between services. 

With Zapi­er, you can set up a series of auto­mat­ed actions with­out the need to write code or devel­op com­plex inte­gra­tion solu­tions. Zapi­er sim­pli­fies this process to just a few clicks. This makes using your favorite ser­vices with Work­sec­tion much eas­i­er and more efficient. 

Now let’s move on to the prac­ti­cal part and set up Google Forms automa­tion with Worksection.

Google Forms + Worksection

To illus­trate, we will explore the automa­tion set­tings through a spe­cif­ic exam­ple, name­ly cre­at­ing a new task in Work­sec­tion when fill­ing out a Google Forms ques­tion­naire to process cus­tomer requests. So let’s start with the con­fig­u­ra­tion itself:

Set­ting up a trigger 

For the trig­ger, we select the New form response in Google Forms” action, which means that fill­ing out the form you pro­vid­ed will trig­ger an action in Worksection.

How to add a form?

Once you have select­ed an action, the next step is to log in to your Google Account. The next step is to select the form you need in the Trig­ger” tab. The form must have been cre­at­ed in your Google Forms account.

Then let the sys­tem test the trig­ger, and you’re ready to move on to the next stage.

Action set­tings

As an action, we choose Cre­ate task in project”:

The next step is to log in to Work­sec­tion and then go to the auto­mat­ic task cre­ation set­tings. Here, you can cus­tomize the task infor­ma­tion to suit your needs. 

This is an exam­ple of how to use auto­mat­ic data entry. When you cre­ate an automa­tion your­self, you can choose the appro­pri­ate con­fig­u­ra­tion for your processes. 

You can either enter text man­u­al­ly or add a tag with the answer to a ques­tion from a Google form, which will be auto­mat­i­cal­ly pulled into the task when filled in.

We have also pre­pared a detailed video tuto­r­i­al with the algo­rithm for cre­at­ing an automa­tion. This is avail­able by fol­low­ing the link to the video
on our YouTube channel 🎥

What will the func­tion­al­i­ty be use­ful for?

There are many use cas­es. It all depends on the spe­cif­ic needs of your busi­ness. Zapi­er can be a use­ful assis­tant for you, to whom you can eas­i­ly del­e­gate repet­i­tive, tem­plate-based tasks, which will help you opti­mize your work­ing time with greater efficiency. 

Here are some more ideas of what you can use Google Forms + Work­sec­tion automa­tion for:
  • Col­lect­ing and stor­ing feed­back at the end of the project
Once the project is com­plete, use Google Forms to col­lect feed­back. The data can be auto­mat­i­cal­ly import­ed into Work­sec­tion using Zapi­er. Then this infor­ma­tion can be used to ana­lyze cus­tomer sat­is­fac­tion and plan fur­ther improvements.
  • Improv­ing inter­nal communication
Automa­tion will help sim­pli­fy the col­lec­tion of inter­nal infor­ma­tion, such as vaca­tion requests or ideas for improv­ing work­flows, from the team. Respons­es are eas­i­ly trans­formed into tasks for dis­cus­sion and con­trol with­in Work­sec­tion, ensur­ing orga­nized pro­cess­ing and feedback.
  • Set­ting tasks for fix­ing ser­vice bugs
Google Forms automa­tion will be a con­ve­nient solu­tion for cre­at­ing tasks in Work­sec­tion with devel­op­ment requests for the tech­ni­cal depart­ment. In this way, a non-tech­ni­cal spe­cial­ist will auto­mat­i­cal­ly gen­er­ate a cor­rect tech­ni­cal task in the sys­tem for pro­gram­mers after fill­ing out the form. 
  • Opti­mize job appli­ca­tion processing
The automa­tion process can sim­pli­fy the pro­cess­ing of job inquiries, appli­ca­tions, or oth­er HR tasks, ensur­ing effi­cient man­age­ment of resources and candidates.
  • Inven­to­ry or resource management
If your com­pa­ny sells prod­ucts, Google Forms can be used to col­lect orders and restock­ing notices, and Zapi­er can auto­mat­i­cal­ly cre­ate tasks for the appro­pri­ate peo­ple in your organization.

To sum up

Today, we’ve already explored direct inte­gra­tion between Work­sec­tion and Zapi­er, using sim­ple automa­tion with Google Forms as an exam­ple. The aim of this mate­r­i­al is to expand your project man­age­ment poten­tial and opti­mize this process for max­i­mum busi­ness devel­op­ment benefit. 

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