Create Google Docs documents from templates for new Givebutter transactions
Streamline your document creation process with this workflow. Whenever there's a new transaction in Givebutter, a new document from a specified template in Google Docs will be generated. This provides an efficient solution for keeping records of your transactions, saving you time and reducing room for error.
Streamline your document creation process with this workflow. Whenever there's a new transaction in Givebutter, a new document from a specified template in Google Docs will be generated. This provides an efficient solution for keeping records of your transactions, saving you time and reducing room for error.
- When this happens...New Transaction
Triggers when a new transaction 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.
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New Campaign
Triggers when a new campaign is created.
Try ItNew Transaction
Triggers when a new transaction is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Primary Email
Primary Phone
Primary Address Line 1
Primary Address Line 2
Primary Address City
Primary Address State
Primary Address Postal Code
Primary Address Country
Email
Type
Phone Number
Type
Address Line 1
Address Line 2
City
State
Country
Postal Code
Date of Birth
Company
Title
Twitter URL
LinkedIn URL
Facebook URL
Tags
Force Create
Folder
Try It