Connect Engage and Google Docs to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Lists Google Docs created within the specified recent time window (default 15 minutes).
Do thisActions
Action is the task that follows automatically within your Engage integrations.
Create New Customer
Create a new customer.
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add or replace text in Google Doc
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
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Step by step guides to integrate Engage and Google Docs
Frequently Asked Questions
To start, connect both your Engage and Google Docs accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Google Docs (or vice versa).
Absolutely. You can customize how Engage data is recorded in Google Docs. This includes choosing which data fields go into which fields of Google Docs, setting up custom formats, and filtering out unwanted information.
The data sync between Engage and Google Docs typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Engage and Google Docs. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
Learn MoreAbout Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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