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Google Docs + HEIApply CRM

Google Docs + HEIApply CRM

Append new HEIApply CRM enquiries to Google Docs documents

Improve your response time and efficiency when handling inquiries with this easy-to-use workflow. As soon as you receive a new inquiry in HEIApply CRM, the information is promptly added to a Google Docs document. This consolidated process saves you the hassle of manual data transfer, letting you focus more on high-value tasks.

When this happens...
Get an EnquiryTriggers when a search for enquries has been made.
TriggerPolling
automatically do this!
Append Text to DocumentAppends text to an existing document.
ActionWrite

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More things you can do with HEIApply CRM and Google Docs

Discover other triggers and actions you can use with HEIApply CRM and Google Docs

Get an Enquiry
Triggers when a search for enquries has been made.
Trigger
Polling
Try It
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

- First Name
  Required
- Middle Name
- Surname
  Required
- Gender
- Date of Birth
- Email
  Required
- Telephone
  Required
- Address
- Post Code
- Source of Leads
- Specific Course of Interest
- Country of Origin
- Your Message
- Programme of Interest
Action
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

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 HEIApply CRM

This an App to transfer enquiries to Heiapply System

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