ActiveCampaign + Google Docs
Create Google Docs documents from templates when deal tasks are completed in ActiveCampaign
Streamline your task management routine with this practical workflow. When a deal task is completed in ActiveCampaign, a corresponding document, containing relevant details is swiftly generated from a chosen template in Google Docs. This process leads to a uniform document structure, making tracking easier and improving efficiency in record-keeping. Experience the convenience of this time-saving automation today.
Streamline your task management routine with this practical workflow. When a deal task is completed in ActiveCampaign, a corresponding document, containing relevant details is swiftly generated from a chosen template in Google Docs. This process leads to a uniform document structure, making tracking easier and improving efficiency in record-keeping. Experience the convenience of this time-saving automation today.
- When this happens...Deal Task Completed
Triggers when a deal task has been completed.
- 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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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It
