Create documents from templates in Google Docs for new leads in ChatSpark
Boost your efficiency with this streamlined process. Whenever a new lead comes in through ChatSpark, this workflow will swiftly generate a new document in Google Docs using a predetermined template. It not only reduces manual data entry but also ensures consistent formatting for all your leads, allowing you to focus more on nurturing those relationships.
Boost your efficiency with this streamlined process. Whenever a new lead comes in through ChatSpark, this workflow will swiftly generate a new document in Google Docs using a predetermined template. It not only reduces manual data entry but also ensures consistent formatting for all your leads, allowing you to focus more on nurturing those relationships.
- When this happens...New Lead
Triggers when a new lead is created.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
Bot Name
Try ItFolder
Try ItTemplate DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Document NameRequired
Document ContentRequired
Folder
New Document
Triggers when a new document is added (inside any folder).
Try ItFolder
Document NameRequired
Text to AppendRequired
FileRequired
Specify Document Name
Folder
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body