Connect Google Docs and webCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
Choose an Action
Automatically do this!
List All Activities
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List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
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Find Person
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Ready to use Google Docs and webCRM 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 Activity
Triggers when an activity is created.
New Delivery
Triggers when a new delivery is created.
New Document
Tiggers when a new document is created .
New Opportunity
Triggers when a new opportunity is created.
New Organization
Triggers when a new organization is created.
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.
List All Activities
Retrieves the list of all activities
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Step by step guides to integrate Google Docs and webCRM
Frequently Asked Questions
To start, connect both your Google Docs and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in webCRM (or vice versa).
Absolutely. You can customize how Google Docs data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Docs and webCRM 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 webCRM. 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!
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