Google Docs

Key Features

Google Docs integration for Gravity Forms

• Sync Gravity Forms entries to Google Docs/Google Drive (create documents and/or update content from submitted entries)
• Map form fields to document placeholders/merge tags (where supported)

Automation-friendly workflow

• Trigger document creation on submission and/or on specific events (e.g., after payment, after approval)
• Optional conditional logic (only create docs when entry meets criteria)

Admin configuration within Gravity Forms

• Configure per-form feed settings to control how/when Docs actions run
• Field mapping UI for entry → document data (where applicable)

Reliability and observability

• Logging support via Gravity Forms logging framework (where applicable)
• Clear error messages for authentication/permission failures

Requirements

Platform requirements

• WordPress 6.0+
• PHP 7.4+
• Gravity Forms 2.7+

External requirements

• A Google account with access to Google Drive/Google Docs
• A Google Cloud project and credentials (OAuth client or service account), depending on the add-on’s auth model

Installation

Install the plugin

1. Upload the plugin folder to /wp-content/plugins/ (or install via Plugins → Add New → Upload Plugin).
2. Activate the plugin from the WordPress Plugins screen.

Enable the add-on (if applicable)

1. Go to Forms → Settings → Add-Ons.
2. Locate Gravity Forms Google Docs and click Install (if shown) and Activate.

Setup: Connecting Google and Configuring Feeds

Authenticate with Google

1. Go to Forms → Settings → Google Docs (or the add-on’s settings page).
2. Configure the required Google credentials:

• OAuth Client ID / Client Secret, or
• Service account JSON (if supported)

1. Complete the authorization flow and confirm the connection is successful.

Create a feed for a form

This add-on typically uses Gravity Forms “feeds” to define per-form behavior.

1. Open the target form in Forms → Edit.
2. Go to Settings → Google Docs (or Google Docs Feeds).
3. Click Add New to create a feed.
4. Configure:

• What to create (Google Doc, template-based doc, folder placement, naming, etc.)
• Field mapping (entry fields → document content/variables)
• Conditional logic (optional)
• Timing/trigger (on submission, on update, manual, etc.)

Using the Add-On

Creating Google Docs from form submissions

1. Submit an entry through your Gravity Form.
2. Confirm the add-on created/updated the corresponding Google Doc.
3. Review the entry notes (if the add-on records the created document link or status).

Managing and auditing

• Check the form’s feed settings if a doc isn’t created
• Review any entry notes/metadata written by the add-on
• Use Gravity Forms logs for detailed API/auth troubleshooting

Shortcodes

Shortcodes provided by this plugin

This repository may or may not include shortcodes.

• If the plugin includes shortcodes, list them here with examples.
• If it does not, remove this section.

Example format (replace with actual shortcode names/attributes from the repo):

Embed a document link (example)

[gf_googledocs_link entry_id="123" label="View Document"]

Optional attributes (example)

• entry_id — the Gravity Forms entry ID
• label — link text
• target — _blank to open in a new tab

Field Mapping

Common mapping patterns

Depending on how the add-on works, you may be able to:

• Insert entry values into a Google Doc template (placeholders/merge tags)
• Set the document title using entry fields (e.g., “Proposal – {Name} – {Date}”)
• Choose destination Drive folder per feed (static or dynamic)

Tips

• Use consistent placeholder naming in templates
• Test with a single entry first before enabling the feed broadly

Logging & Troubleshooting

Quick checks

• Confirm your site meets WordPress 6.0+, PHP 7.4+, Gravity Forms 2.7+
• Confirm Google authentication is complete and tokens/credentials are valid
• Confirm the authenticated Google identity has permission to create files in the target Drive/folder

If document creation fails

• Check Forms → Settings → Logging and enable logging for the Google Docs add-on (if available)
• Look for common causes:
• Invalid/expired OAuth token
• Missing API scopes
• Drive folder permission errors
• Template/document ID not found
• Google API quota limits

REST/API or server issues (if applicable)

• Verify outbound requests to Google APIs are not blocked by a firewall/WAF
• Verify your host supports required TLS/cURL settings
• Temporarily disable security plugins that block WP REST requests or external HTTP calls

Uninstallation

Remove plugin data (if applicable)

1. Deactivate the plugin
2. Delete the plugin
3. Remove any remaining feeds/settings (if the add-on stores them separately)
4. Revoke the app’s access from your Google account security settings (optional)

Support

Before contacting support

• Include Gravity Forms version, WordPress version, PHP version
• Include add-on version
• Provide relevant log excerpts (redact secrets)
• Provide the exact form/feed configuration details (screenshots helpful)