Connect Google Docs and JobNimbus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created
Choose an Action
Automatically do this!
Create Contact
List All Contacts
Create Job
Find Contact by ID
List All Jobs
List All Tasks
List All Activities
List All Products
List All Estimates
List All Invoices
List All Payments
List All Users
Create Attachment
Update Task
Create Task
Create Activity
Create Product
Create a File Type
Create a Task Type
Update Job
Delete Contact
Delete Job
Delete Task
Ready to use Google Docs and JobNimbus automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Runs when a new Google Docs document is created within the chosen time window.
Task Created Modified or Deleted
Trigger when a new task is created, modified or deleted.
New Estimate
Trigger when New Estimate is created.
Invoice Sent
Trigger when a invoice status is changed to sent.
Do thisActions
Action is the task that follows automatically within your Google Docs integrations.
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.
Get Document Content
Retrieve title and plain text
Create Contact
create a new contact within JobNimbus.
List All Contacts
Retrieves the details of all contacts
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Step by step guides to integrate Google Docs and JobNimbus
Frequently Asked Questions
To start, connect both your Google Docs and JobNimbus accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in JobNimbus (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in JobNimbus. This includes choosing which data fields go into which fields of JobNimbus, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and JobNimbus 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 JobNimbus. 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 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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