Generate custom documents from form submissions

When a user completes a survey or form in Refiner, automatically build a document from a template in Google Sheets pre-filled with their answers.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Refiner Explore Refiner →

Triggers

New form response

Fires when a form is submitted in Refiner.

Survey completed

Fires when a respondent finishes a survey in Refiner.

Response updated

Fires when an existing response is edited in Refiner.

Actions

Create or update form

Creates or updates a form or survey in Refiner.

Retrieve a response

Looks up a specific form response in Refiner.

Add a respondent

Adds a respondent or contact to a form in Refiner.

Google Sheets Explore Google Sheets →

Triggers

New note created

Fires when a new note or document is created in Google Sheets.

Note updated

Fires when an existing note or document changes in Google Sheets.

Document sent for signature

Fires when a document in Google Sheets is sent out for signature.

Actions

Create a document from a template

Generates a new document in Google Sheets from a saved template.

Create or append to a note

Creates a note in Google Sheets or adds text to an existing one.

Convert a document to PDF

Converts a file in Google Sheets to PDF.

Send a document for signature

Sends a document from Google Sheets out for signature.

Send contracts for signature upon survey completion When a client submits a completed response in Refiner, send a signature request in Google Sheets using the submitted details. See details

Append form answers to ongoing project notes When a form response is updated in Refiner, append the new information directly to an existing note in Google Sheets. See details

See all Refiner + Google Sheets integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate custom documents from form submissions” between Refiner and Google Sheets?

Yes — describe it in the box above and Knit's Integrations Agent researches Refiner and Google Sheets's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Google Sheets and Refiner work together to automate document creation?

When clients complete forms in Refiner, their submitted information instantly populates structured notes or custom templates in Google Sheets for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in Google Sheets, you can automatically update respondent information in Refiner.