IntegrationsGoogle DocsFollow Up Boss
Google Docs + Follow Up Boss

Connect Google Docs and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

Google Docs

When this happens...

Choose an Action

Follow Up Boss

Automatically do this!

Enable Integrations or automations with these events of Google Docs and Follow Up Boss

Enable Integrations or automations with these events of Google Docs and Follow Up Boss

Triggers

New Document

New Document

Trigger when a new document is created.

Request a new Trigger for Google Docs

Actions

Create Document From Text

Create Document From Text

create a new document with text.

Append Text to Document

Append Text to Document

Append text to an existing document.

Upload Document

Upload Document

Upload a document using a file URL.

Create Document From Template

Create Document From Template

Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.

Get Content of a Document

Get Content of a Document

Get content of document by its id.

Request a new Action for Google Docs

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Step by step guides to integrate Google Docs and Follow Up Boss

Frequently Asked Questions

How do I start an integration between Google Docs and Follow Up Boss?

To start, connect both your Google Docs and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Follow Up Boss (or vice versa).

Can we customize how data from Google Docs is recorded in Follow Up Boss?

Absolutely. You can customize how Google Docs data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Google Docs and Follow Up Boss?

The data sync between Google Docs and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Google Docs to Follow Up Boss?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Google Docs and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between Google Docs and Follow Up Boss. 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

About 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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Follow Up Boss

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn More