Contractor+ + Google Docs

Create Google Docs documents from text for each new client in Contractor+

Streamline your document creation process with this easy workflow. Whenever a new client is added to your Contractor+ account, a new document will be generated in Google Docs. This efficient process saves you time and ensures every new client triggers the creation of a necessary document, allowing you to focus more on your client and less on admin tasks.

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Supported triggers and actions

- State
Trigger
Polling
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Client List
Triggers when client list is requested.
Trigger
Polling
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Create Estimate
Creates a new estimate and formats it for Excel sheet export.
Trigger
Instant
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Create Expense
Creates a new expense and formats it for Excel sheet export.
Trigger
Instant
Try It
Get All Payment Modes
Triggers when Payment Modes are requested.
Trigger
Polling
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Invoice List
Triggers when invoices are requested.
Trigger
Polling
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Lead Sources List
Triggers when lead sources are requested.
Trigger
Polling
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Staff List
Triggers when staff list is requested.
Trigger
Polling
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- Task Type
Trigger
Polling
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- Salutation
- First NameRequired
- Last Name
- Client TypeRequired
- Lead
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Address Street
- Billing Address Street 2
- Billing Country
- Billing Country Name
- Billing Address State ID
- Billing Address State
- Billing Address City
- Billing Address Zip Code
- Property Address Same as Billing Address
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Tenant Email
- Gate Code
- Lockbox Code
- Phone Code
- Phone Number
- Phone Type
- Phone is Primary
- Email Address
- Email Type
- Email is Primary
Action
Write
- Expense TitleRequired
- Expense ForRequired
- Expense Description
- Payment Method
- Reference #
- Expense Category IDRequired
- Reimburse To
- AmountRequired
- Total Expense Amount
- Expense DateRequired
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead TypeRequired
- Salutation
- First NameRequired
- Last Name
- DescriptionRequired
- Lead StatusRequired
- Source
- Address
- Address 2
- Country
- State
- City
- Zip
- Staff
- ISD Code
- Phone Type
- Phone Number
- Is Primary Phone Number
- Email Address
- Email Type
- Is Primary Email Address
Action
Write
- Work Order TitleRequired
- Work Order DateRequired
- Client IDRequired
- Property IDRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- StateRequired
- State IdRequired
- CountryRequired
- Property ZipRequired
- Client Note
- Admin Note
- Terms & Conditions
- Schedule Date
- Show Delegate Work Order
- Delegate To
- Schedule Type
- Is Any Time
- Number of Line Items
Action
Write
- Drive
- Folder
Trigger
Polling
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- Drive 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)
Action
Write
- DocumentRequired
- Find textRequired
- Replace text
- Match case
Action
Write
- DocumentRequired
- Image URLRequired
- Insert position (Index)Required
- Width (points)
- Height (points)
- Segment ID
- Tab ID
Action
Write
- Document NameRequired
- Document ContentRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- DocumentRequired
- 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 NameRequired
Action
Search
- Drive
- Folder
- Document NameRequired
- Document ContentRequired
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

Create Client
Creates a new client.
Trigger
Instant
Try It
Countries
Triggers when countries are requested.
Trigger
Polling
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Expense Categories
Triggers when expense categories are requested.
Trigger
Polling
Try It
Get Leads
Triggers when leads are requested.
Trigger
Polling
Try It
Create Invoice
Creates a new invoice and formats it for Excel sheet export.
Trigger
Instant
Try It
Create Lead
Creates a new lead and formats it for Excel sheet export.
Trigger
Instant
Try It
Lead Statuses
Triggers when lead statuses are requested.
Trigger
Polling
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- Country
Trigger
Polling
Try It
Create Work Order
Creates a new work order and formats it for Excel sheet export.
Trigger
Instant
Try It
- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Estimate DateRequired
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount TypeRequired
- Discount ModeRequired
- Discount (%)
- Discount Total ($)
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Request Deposit Percent
- Request Deposit Type
- Request Deposit Total
- Request Deposit Date
- Show Payment Deposit in Contract
Action
Write
- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Invoice DateRequired
- Payment Due DateRequired
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO NumberRequired
- Number of Line Items
- Discount TypeRequired
- Discount Percentage TypeRequired
- Discount
- Discount Total
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Show Payment Deposit in Contract
- Request Deposit Type
- Request Deposit Percent
- Request Deposit Total
- Request Deposit Date
Action
Write
- Client IDRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- CityRequired
- Street 1Required
- Street 2
- Zip CodeRequired
- Lockbox Code
- Gate Code
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It
- Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
Action
Write
- FileRequired
- Specify Document Name
- Drive
- Folder
Action
Write
- DocumentRequired
- Start position (Index)Required
- End position (Index)Required
- Formatting Options
- Font size (points)
- Font family
- Text color (hex)
- Background color (hex)
- Segment ID
- Tab ID
Action
Write
- DocumentRequired
- Text to insertRequired
- Insert position (Index)Required
- Segment ID
- Tab ID
Action
Write
- DocumentRequired
- Select which image to replaceRequired
- New image URLRequired
- Select which tab the image is in
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

Scheduling & Booking

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 more

Contractor+ + Google Docs

Create Google Docs documents from text for each new client in Contractor+

Cities by State

Client List

Create Estimate

Create Expense

Get All Payment Modes

Invoice List

Lead Sources List

Staff List

Unit List

Create Client

Create Expense

Create Lead

Create Work Order

New Document in Folder

Create Document From Template

Find and Replace Text

Insert Image

Create Document From Text

Update Document Properties

Find a Document

Find or Create Document

Create Client

Countries

Expense Categories

Get Leads

Create Invoice

Create Lead

Lead Statuses

States by Country

Create Work Order

Create Estimate

Create Invoice

Create Property

New Document

Append Text to Document

Upload Document

Format Text

Insert Text

Replace Image

API Request (Beta)

Get Document Content

About Contractor+

Related categories

About Google Docs

Related categories

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