Enable Integrations or automations with these events of Google Docs and backnine insurance
Lists Google Docs created within the specified recent time window (default 15 minutes).
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 new text to a selected Google Doc tab, or replace that tab’s existing content.
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.
Retrieve a document’s title and plain-text content by its document ID.
List all tabs in a Google Doc.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Google Docs and backnine insurance accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in backnine insurance (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in backnine insurance. This includes choosing which data fields go into which fields of backnine insurance, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and backnine insurance 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 Google Docs and backnine insurance. 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.
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!
Learn MoreBackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.
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