Google Docs + Pipedrive + Levity
Extract text from new documents in Google Docs with Levity and create new contacts in Pipedrive
Streamline your contact management directly from your Google Docs. With this Zap in place, when you generate a new document, such as a purchase order, in Google Docs, Levity automatically extracts the key information and uses it to create a new contact in Pipedrive.
Streamline your contact management directly from your Google Docs. With this Zap in place, when you generate a new document, such as a purchase order, in Google Docs, Levity automatically extracts the key information and uses it to create a new contact in Pipedrive.
- When this happens...New Document
Triggers when a new document is added (inside any folder).
- automatically do this...Text Extraction
Perform Text Extraction
- then do this!Create Person
Creates a new person.
- Free forever for core features
- 14 day trial for premium features & apps
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
Drive
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)
Drive
Folder
Document NameRequired
