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.
3. In WordPress admin, go to Forms → Settings → Google Docs and configure the Google API credentials.
4. On each form you want to connect:
   • Go to Forms → (select your form) → Settings → Google Sheets
   • Create a feed, then map fields and choose a spreadsheet.

Connecting Google Cloud + OAuth

Step 1: Create or select a Google Cloud project

1. Open Google Cloud Console.
2. Click the project picker at the top of the page (next to “Google Cloud”).
3. Click New Project.
4. Enter a project name (for example, Gravity Forms Docs).
5. Click Create.
6. Wait for the project to be created, then select it from the project picker.

Step 2: Enable required APIs

1. In the left menu, go to APIs & Services → Library.
2. Search for Google Docs API and click it.
3. Click Enable.
4. Go back to Library.
5. Search for Google Drive API and click it.
6. Click Enable.

Both APIs are required:

• Google Docs API — create documents and insert text from form submissions.
• Google Drive API — create files and place them in an optional Drive folder.

Step 3: Configure the OAuth consent screen

1. Go to APIs & Services → OAuth consent screen.
2. Click Get Started
3. Fill in the required fields:
   • App name — e.g. My Site Google Docs
   • User support email — your email address
   • Developer contact email — your email address
4. Choose a User type:
   • Internal — only users in your Google Workspace organization can connect. Use this if everyone connecting has an account on your company’s Google Workspace domain.
   • External — any Google account can connect. Use this for most WordPress sites where the site owner connects their personal or business Google account.
5. Click Save.

Step 4: Create an OAuth 2.0 Client ID

1. In WordPress, go to Forms → Settings → Google Docs.
2. Copy the Authorized redirect URI shown on that page. It looks like: https://yourdomain.com/wp-admin/admin.php?page=gf_settings&subview=gravityformsgoogledocs
3. In Google Cloud Console, go to APIs & Services → Credentials.
4. Click Create Credentials → OAuth client ID.
5. Set Application type to Web application.
6. Enter a Name (e.g. Gravity Forms Google Docs).
7. Under Authorized redirect URIs, click Add URI and paste the URI you copied from WordPress.
8. Click Create.
9. Copy the Client ID and Client Secret—you will paste these into Forms → Settings → Google Docs

Step 5: Connect with Google

1. Go to Forms → Settings → Google Docs.
2. Make sure all API keys have been entered and click Update Settings
3. Click Connect with Google
4. Complete the onscreen authentication steps
5. When redirected back to the settings page, you should see: Successfully connected to Google Docs.
Account: [email protected]

Step 6: Configuring Feeds

Configuration is feed-based (standard Gravity Forms Feed Add-On pattern):

1. Open the form you want to connect: Forms → [Your Form] → Settings → Google Docs.
2. Click Add New to create a feed.
3. Enter a Feed Name (e.g. Contact Form Doc).
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

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

Merge tags for confirmations and notifications

Use these merge tags in confirmations and notifications:

Merge tag	Description
{google_docs:document_url}	URL of the created Google Doc
{google_docs:document_id}	ID of the created Google Doc

Both tags appear in the merge tag picker on confirmation and notification editors only (for forms that have a Google Docs feed).

Example confirmation message:

Thank you! Your submission has been saved as a Google Doc:
<a href="{google_docs:document_url}">View your document</a>

If no document was created (feed failed, was skipped by conditional logic, or has not finished processing), the tags resolve to an empty string.

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