Create Copilot clients from new Google Docs documents
Create new clients in Copilot whenever you add a new document in Google Docs with this seamless workflow. This automation helps you stay organized and ensures that your client information is consistently updated across both platforms. Spend less time on manual data entry and focus more on delivering quality work for your clients.
Create new clients in Copilot whenever you add a new document in Google Docs with this seamless workflow. This automation helps you stay organized and ensures that your client information is consistently updated across both platforms. Spend less time on manual data entry and focus more on delivering quality work for your clients.
- When this happens...New Document
Triggers when a new document is added (inside any folder).
- automatically do this!Create Client
Creates a new client.
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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
Folder
Try ItTemplate DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Document NameRequired
Document ContentRequired
Folder
Folder
Document NameRequired