Connect Google Docs and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Ready to use Google Docs and LionDesk automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Trigger when a new document is created.
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your Google Docs integrations.
Create Document From Text
create a new document with text.
Append Text to Document
Append text to an existing document.
Upload Document
Upload a document using a file URL.
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 document by its id.
Create Contact
Creates a new contact in Liondesk.
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Step by step guides to integrate Google Docs and LionDesk
Frequently Asked Questions
To start, connect both your Google Docs and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and LionDesk 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 LionDesk. 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!
Learn MoreAbout LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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