10 Popular Automation for Google Forms
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Form Director + Google Forms = Effortless Automation
Google Forms is already a robust tool for gathering data, but when combined with Form Director, it unlocks an entirely new realm of automation possibilities. Whether you're managing tasks in Google Workspace, CRMs, project management platforms, or communication tools, Form Director empowers you to automate nearly every aspect of your workflow—boosting your productivity exponentially.
Form Director integrates with a variety of tools, including Google Workspace (Gmail, Docs, Sheets, Calendar), communication platforms (Slack, Discord, Telegram, Google Chat), CRMs (Salesforce, Zoho, HubSpot), project management apps (Trello, Asana, Monday.com), and more, allowing you to automate tasks and optimize your workflow.
In this article, we highlight the top 10 most popular automations our users use to supercharge their productivity.
Form Director simplifies the process of automatically sending templated emails upon form submission. Businesses can instantly confirm orders with customers or notify project and delivery teams, eliminating the need for manual email sending. Customize email templates and link them to your forms to save time and reduce errors.
Use Case: Automatically send templated emails to confirm order submissions to customers, and notify project and delivery teams.
Telegram is a popular platform for real-time communication, and Form Director makes it easy to send messages directly to your Telegram channels upon Google Form submissions. Whether it's alerts, confirmations, or notifications, this integration ensures the right person receives the information instantly.
Form Director enables you to automatically generate documents from form submissions in various formats, including PDFs. This is ideal for creating contracts, invoices, or reports based on form responses. The document creation process is fully customizable, allowing you to merge form data with a Google Document template and publish the result to Google Drive as both a Google Document and PDF.
Use Case: Automatically publish proposals, agreements, invoices, estimates, contracts, bills, letters, and more by submitting a Google Form.
With Form Director, you can automatically create new folders in Google Drive for each form submission and store relevant attachments. This feature streamlines file organization, ensuring that all documents are saved in an orderly structure for easy access and retrieval.
Slack is a vital tool for team communication, and Form Director’s integration makes it easy to send real-time messages to Slack channels upon form submission. Configure notifications to instantly alert your team about form responses, enhancing collaboration and speeding up response times.
With Form Director, you can schedule meetings and events directly from Google Forms. Upon form submission, it automatically creates a Google Calendar event with all the relevant details, saving you time by eliminating the need to manually input event data.
Use Case: Book appointments, reserve tables, or schedule meetings by creating events directly from form submissions.
For teams using Trello for task management, Form Director allows you to create Trello cards directly from form submissions. Whether you're tracking project tasks or customer requests, this integration helps you stay organized and efficiently manage your workflow by automatically creating to-do list cards in Trello with the data collected from Google Forms.
Use Case: Create a card on your Trello board and organize work items automatically upon form submission.
Form Director allows users to modify and enrich data collected from Google Forms using rich mapping. This feature enables users to adjust form responses, extract relevant information, and create detailed records in Google Sheets. Once the data is mapped, it can be published as a sheet, which users can then leverage to create invoices or generate new records across multiple Google Sheets, based on the mapping.
Use Case: Automatically create records in three different Google Sheets, accessible by three different teams, for each form submission.
Form Director not only creates Google Calendar events but also automatically adds attendees (guests) to those events. When a form with event details is submitted, the tool will send invites to the specified guests, ensuring seamless scheduling.
Use case: Automatically add guests (attendees) to your Google Calendar events from Google Forms submissions.
For businesses using Salesforce, Form Director enables automatic creation of new contacts from form submissions. Whether you're gathering leads or managing customer data, this integration ensures your Salesforce records are always up-to-date without the need for manual data entry.
By leveraging Form Director’s automation capabilities, you can save time, boost productivity, make informed decisions, and keep your team updated in real time. Whether you're handling customer orders, managing projects, or organizing events, these top 10 automations will streamline your workflows and help you work smarter, not harder.