IntegrationsGoogle DocsVertex
Google Docs + Vertex

Connect Google Docs and Vertex to Build Intelligent Automations

Choose a Trigger

Google Docs

When this happens...

Choose an Action

Vertex

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Enable Integrations or automations with these events of Google Docs and Vertex

Enable Integrations or automations with these events of Google Docs and Vertex

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.

Append Text to Document

Append Text to Document

Insert the provided text into the selected Google Docs document, optionally placing it on a new line.

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 Content of a Document

Get Content of a Document

Retrieve the document's title and plain-text content from Google Docs using its document ID.

Request a new Action for Google Docs

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Step by step guides to integrate Google Docs and Vertex

Frequently Asked Questions

How do I start an integration between Google Docs and Vertex?

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

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

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

How often does the data sync between Google Docs and Vertex?

The data sync between Google Docs and Vertex 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 Vertex?

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 Vertex?

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

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

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