Integrations Google Docs spotler crm
Google Docs + spotler crm

Connect Google Docs and spotler crm to Build Intelligent Automations

Choose a Trigger

Google Docs

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Choose an Action

spotler crm

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Enable Integrations or automations with these events of Google Docs and spotler crm

Enable Integrations or automations with these events of Google Docs and spotler crm

Triggers

New Document

New Document

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

Request a new Trigger for Google Docs

Actions

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.

Request a new Action for Google Docs

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Step by step guides to integrate Google Docs and spotler crm

Frequently Asked Questions

How do I start an integration between Google Docs and spotler crm?

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

Can we customize how data from Google Docs is recorded in spotler crm?

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

How often does the data sync between Google Docs and spotler crm?

The data sync between Google Docs and spotler 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 spotler 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 spotler crm?

Yes, you can set conditional logic to control the flow of data between Google Docs and spotler 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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spotler crm

About spotler crm

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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