Circleback + Google Docs
Create documents from templates in Google Docs for new automations in Circleback
Streamline your workflow with this clever integration. When specific activities occur in Circleback, a fresh document is instantly generated from your chosen template in Google Docs. This saves you time and ensures that all relevant information is promptly captured and organized. Enjoy a smooth, efficient process with this hassle-free tool.
Streamline your workflow with this clever integration. When specific activities occur in Circleback, a fresh document is instantly generated from your chosen template in Google Docs. This saves you time and ensures that all relevant information is promptly captured and organized. Enjoy a smooth, efficient process with this hassle-free tool.
- When this happens...Automations
Triggers when the selected Circleback automation step is run.
- automatically do this!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.
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Automation stepRequired
Try ItDrive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
