Brivity + Google Docs

Brivity + Google Docs integrations

Update Brivity leads whenever new documents are created in Google Docs

Increase organizational efficiency with this streamlined process. When you create a new document in Google Docs, this workflow instantly updates the corresponding lead information in Brivity. This automation reduces manual data entry, ensuring your Brivity leads always have the most up-to-date documents. Stay focused on the tasks that matter most, while this workflow handles the mundane tasks for you.

When this happens...
New DocumentTriggers when a new document is added (inside any folder).
TriggerPolling
automatically do this!
Triggers when a lead is updated.
ActionWrite

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More things you can do with Google Docs and Brivity

Discover other triggers and actions you can use with Google Docs and Brivity

New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It
- Document
  Required
Trigger
Polling
Try It
- Drive containing the template document
- Folder containing the template document
- Template Document
  Required
- New Document Name
  Required
- 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)
Action
Write
- Document
  Required
- Find text
  Required
- Replace text
- Match case
Action
Write
- Document
  Required
- Image URL
  Required
- Insert position (Index)
  Required
- Width (points)
- Height (points)
- Segment ID
- Tab ID
Action
Write

- Document Name
  Required
- Document Content
  Required
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- Document
  Required
- Background color (hex)
- Page width (points)
- Page height (points)
- Top margin (points)
- Bottom margin (points)
- Left margin (points)
- Right margin (points)
- Page number start
- Use different first page header and footer
- Use different even page header and footer
Action
Write

- Drive
- Folder
- Document Name
  Required
Action
Search
- Document ID
  Required
Action
Search
- Drive
- Folder
- Document Name
  Required
- Document Content
  Required
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write
New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Trigger
Instant
Try It
- Primary Agent ID
- Lead Intent
- First Name
- Last Name
- Email Address
- Phone Number
- Company
- Job Title
- Street Address
- City
- Locality
- Postal Code
- Country
- Description
- Tags
Action
Write

- Drive
- Folder
Trigger
Polling
Try It
- Drive
- Folder
- Document Name
  Required
- Text to Append
  Required
- Append Text on New Line?
Action
Write
- File
  Required
- Specify Document Name
- Drive
- Folder
Action
Write
- Document
  Required
- Start position (Index)
  Required
- End position (Index)
  Required
- Formatting Options
- Link URL
- Font size (points)
- Font family
- Text color (hex)
- Background color (hex)
- Segment ID
- Tab ID
Action
Write
- Document
  Required
- Text to insert
  Required
- Insert position (Index)
  Required
- Segment ID
- Tab ID
Action
Write
- Document
  Required
- Select which image to replace
  Required
- New image URL
  Required
- Select which tab the image is in
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document
  Required
- Text to Find
  Required
- Match Case
- Return All Matches
Action
Search
- Document ID
  Required
Action
Search
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Update Lead
Triggers when a lead is updated.
Trigger
Instant
Try It

About Brivity

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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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!

Learn moreLearn moreHelpHelp

Related categories

Documents

Google

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Formstack Documents

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Zoho Writer

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Related Zap Templates

Create new Brivity leads from new CandidateZip-parsed resume documents in Google Docs

Related Zap Templates

Create new Brivity leads from new CandidateZip-parsed resume documents in Google Docs