Integrations Google Docs OnePage CRM
Google Docs + OnePage CRM

Connect Google Docs and OnePage CRM to Build Intelligent Automations

Choose a Trigger

Google Docs

When this happens...

Choose an Action

OnePage CRM

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Ready to use Google Docs and OnePage CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Lists Google Docs created within the specified recent time window (default 15 minutes).

Request a new Trigger for Google Docs

Do thisActions

Action is the task that follows automatically within your Google Docs integrations.

Create Document From Text

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 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 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

Get Document Content

Retrieve a document’s title and plain-text content by its document ID.

List all Tabs

List all Tabs

List all tabs in a Google Doc.

Create Contact hold

Create Contact hold

Creates a new contact in OnePageCRM.

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Step by step guides to integrate Google Docs and OnePage CRM

Frequently Asked Questions

How do I start an integration between Google Docs and OnePage CRM?

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

Can we customize how data from Google Docs is recorded in OnePage CRM?

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

How often does the data sync between Google Docs and OnePage CRM?

The data sync between Google Docs and OnePage CRM 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 OnePage CRM?

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 OnePage CRM?

Yes, you can set conditional logic to control the flow of data between Google Docs and OnePage CRM. 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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OnePage CRM

About OnePage CRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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