Documentation & Setup Guide

Zeto Form Notification & Alerts: Official Guide

Welcome to the documentation for Zeto Form Notification & Alerts! This guide will walk you through creating your first automated workflow, from basic auto-responders to advanced conditional routing.

Getting Started

Open your Google Form in edit mode.
Click the Puzzle piece icon (Add-ons) at the top of the screen.
Select Zeto Form Notification & Alerts > Configure Notifications.
The Zeto Dashboard will open. Click + Create Workflow to begin.

Step 1: The Message Tab

This is where you design the email that will be sent out.

Sender Name: The name that will appear in the recipient's inbox (e.g., Acme Support).
Reply-To Address: Where replies should go if the user hits "Reply" on the email.
Email Subject & Body: Write your message here. You can use standard HTML formatting in the body.
Insert Dynamic Markers: Click on any form question in the toolbar to insert a placeholder (e.g., {{Full Name}}). When the email is sent, this marker will be magically replaced with the exact answer the user typed into the form.

Tip: Use the {{All Answers}} marker to automatically generate a clean, formatted table of every question and answer submitted.

Step 2: The Recipients Tab

This tab controls who gets the email. You can mix and match these rules:

1. Email Recipients (Static Routing)

Enter specific email addresses in the TO, CC, and BCC fields. Anyone listed here will receive an email for every single form submission.

2. Form Respondent (Auto-Responder)

Check Notify Form Respondent to send a confirmation receipt directly to the person who filled out the form. Select the specific question from the dropdown menu where the user entered their email address.

3. Conditional Notifications (Logic Engine)

Send emails only when specific criteria are met.

Click + Add Rule.
IF: Select a form question from the dropdown.
Operator: Choose how to evaluate the answer (e.g., Equals, Contains, Any of, Is Empty).
Value: Type or select the target answer.
SEND TO: Enter the email address(es) that should be notified if this rule is true.

Note: If no conditional rules match the user's answers, the system will route the email to your configured Fallback Email.

Step 3: PDFs & Attachments Tab

Enhance your emails by attaching generated documents or existing files.

1. Create PDF Attachment

Check this box to convert the email payload into a downloadable PDF document.

PDF File Name: Give your file a name. You can use dynamic markers here too! (e.g., Invoice_{{Response ID}}).
PDF Template (HTML): Design the layout of your PDF using HTML and dynamic markers.

2. Embed Google Drive Files

If you want to attach an existing file (like a blank W-9 form, a sales brochure, or an event map), paste the Google Drive URL here. You can paste multiple URLs separated by commas.

Important: Ensure the sharing settings on your Google Drive file are set to "Anyone with the link can view", otherwise the add-on will not be able to attach it.

Saving and Testing

Once your tabs are configured, click Save & Continue. Your workflow is now active! Submit a test response to your live Google Form to watch your automated emails and PDFs trigger instantly.