Google Docs + Handoff

Google Docs + Handoff integrations

Create projects in Handoff from new documents in Google Docs folders

Initiate a new project in Handoff every time a document is added to your desired Google Docs folder with this task automation. This workflow not only streamlines your project initiation process in Handoff but also ensures that your projects always include the latest documents from Google Docs. Say goodbye to manual tracking and hello to a simplified, seamless operation.

When this happens...
New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).
TriggerPolling
automatically do this!
Create Project With DocumentCreates a new project and attaches a document containing the form info. Optional photo URLs are downloaded and attached to the document. Synchronous.
ActionWrite

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More things you can do with Google Docs and Handoff

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

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
- Organization Domain
- 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
Invoice Paid
Triggers when a client pays an invoice.
Trigger
Instant
Try It
Proposal Approved
Triggers when a client approves a proposal. Includes the estimate ID so you can feed it directly into the 'Find Estimate' search action.
Trigger
Instant
Try It
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Document Title
- Document Content
  Required
- Photo URLs
- File URLs
Action
Write
- Search Query
  Required
Action
Search
- Search Query
- Project ID
- Integration Custom ID
Action
Search
- Search Query
- Project ID
- Integration Custom ID
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
Action
Search or 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
- Api_docs_info
- 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 Contact
Triggers when a new contact (client, sub, vendor) is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
Try It
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
Action
Write
- Project Name
  Required
- Status
- Client Name
- Client Email
- Client Phone
- Client Business Name
- Client Notes
- Client Street Address
- Client City
- Client State
- Client ZIP Code
- Project Street Address
- Project City
- Project State
- Project ZIP Code
- Integration Custom ID
- Estimate Description
  Required
Action
Write
- Project ID
  Required
- Estimate ID
  Required
- Sections Only
- Line by Item
- Page
- Page Size
Action
Search
- Search Query
  Required
- Contact Name
  Required
- Email
- Phone
- Business Name
- Notes
- Street Address
- City
- State
- ZIP Code
- Referral Source
Action
Search or write

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!

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About Handoff

Handoff is an AI-powered construction management platform for builders to capture leads, build estimates, send invoices, and run projects end-to-end.

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