IntegrationsGoogle DocsPipeliner Cloud
Google Docs + Pipeliner Cloud

Connect Google Docs and Pipeliner Cloud to Build Intelligent Automations

Choose a Trigger

Google Docs

When this happens...

Choose an Action

Pipeliner Cloud

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Ready to use Google Docs and Pipeliner Cloud automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Trigger when a new document is created.

New Account

New Account

Triggers when a new Account is created.

New Appointment

New Appointment

Triggers when a new Appointment is created.

New Contact

New Contact

Triggers when a new Contact is created.

New Custom Entity

New Custom Entity

Triggers when a new Custom Entity is created.

New Lead

New Lead

Triggers when a new Lead is created.

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 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.

List All Contacts

List All Contacts

Retrieves the list of all contacts

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Step by step guides to integrate Google Docs and Pipeliner Cloud

Frequently Asked Questions

How do I start an integration between Google Docs and Pipeliner Cloud?

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

Can we customize how data from Google Docs is recorded in Pipeliner Cloud?

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

How often does the data sync between Google Docs and Pipeliner Cloud?

The data sync between Google Docs and Pipeliner Cloud 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 Pipeliner Cloud?

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 Pipeliner Cloud?

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

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

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