Trigger - Sheets

With the Ultradox Trigger Add-on you can trigger Ultradox right from Google Sheets to run a mail merge on selected rows.
If you have created a Google Form and you are collecting the form responses in your sheet, you can also trigger Ultradox whenever the user submits a form.

Installation

Installing the Ultradox Trigger Add-on

If you have added Ultradox from the G Suite Marketplace all Ultradox Add-ons will be installed automatically.

You can also install the addon by clicking on the Add-ons menu in Google Docs and pick the Ultradox Email Designer from the list of available Add-ons.

Launch the trigger from the Add-ons menu in Google Docs by clicking on Open sidebar in the Ultradox Trigger submenu at any time.

If you are opening the trigger from a new Google Sheet that is not yet connected to Ultradox it will show you a Create button to connect your Sheet with a new Ultradox file on Google Drive and open it in a new browser tab.

A wizard will then guide you through the basic setup of your flow.

Form Submission

Trigger your flow whenever a user submits a Google Form

A unique feature of Ultradox is the ability to run your configured actions whenever a user submits your Google Form.

To activate the trigger, please click on the button with the play icon in the trigger toolbar.

This will open a new browser tab or window and will ask you to authorize the script when activating your very first trigger.

Once the trigger is activated you can close the new tab or window and Ultradox will run your configured actions whenever the user submits a form.

The cool thing is that as you collect the form responses in your sheet you can simply re-run Ultradox with the exact data that has been entered at a later point.

Mail Merge

Select a range of rows and run your flow

Open the Google Sheet containing the data for the mail merge. Make sure give the worksheet holding the data a reasonable name and also try to keep the column headers as simple as possible.

The placeholders that you will use in your templates later will consist of the worksheet name and the column header.

If you have not yet connected your sheet with Ultradox, please click on the Create button in the welcome screen to create a new project.

If you have never used Ultradox before, you will have to grant access to your data required to generate the documents. Please make sure to add Ultradox to your Google Drive as this will allow you to create and open the Ultradox files right from Google Drive.

The Ultradox project file will contain all the actions that you want to perform like uploading generated documents to Google Drive, sending them out as attachment by email or printing them on a Google Cloud Print-ready printer.

Once you have completed the Ultradox wizard the sidebar should look somewhat like in the picture. On top of the sidebar you will find all the variables from your sheet that you can use in your templates. If you are changing the column headers or the name of the worksheet please click on the reload button to update the variables.

To run the mail merge for selected rows, just select them in your sheet and click on the button with the play icon on it.

The Ultradox Trigger will now run your configured action for each of the selected rows and will give you a detailed feedback right in the sidebar.

Tables and Catalog Merge

Create a document using all rows

With Ultradox you can also generate tables from the data in a sheet.

This is something completely different than running a mail merge.

Check out the Invoice example in the Ultradox gallery as an example.

If you are working on a sheet that is embedded into a document as a table you can simply run the document generation right from the sheet by clicking on the button with the play icon in the top toolbar.

If you are for example generating invoices from a timesheet, you can simply edit the data in the sheet and then click on the run button to generate and send out the invoice containing the details from the sheet.

Ultradox also allows you to generate catalogs, user manuals and more by generating sections and paragraphs based on the rows in your sheet. Check out the templating essentials for advances techniques.

Questions and Feedback

If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.

If you are not yet member of the Ultradox community on Google+, please join now to get updates from our end or to provide feedback, bug reports or discuss with other users.

Last Updated: 16.04.18