Google Docs + Interact
Create Google Docs documents from templates for new Interact leads
When a new lead comes in through Interact, you'll want to keep everything organized and documented. With this workflow, every time there's a new lead in Interact, a fresh document is generated from your selected template in Google Docs. It's the perfect way to ensure that all necessary information is captured efficiently for each potential client, helping your team to stay on top of tasks and follow-ups.
When a new lead comes in through Interact, you'll want to keep everything organized and documented. With this workflow, every time there's a new lead in Interact, a fresh document is generated from your selected template in Google Docs. It's the perfect way to ensure that all necessary information is captured efficiently for each potential client, helping your team to stay on top of tasks and follow-ups.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- 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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QuizRequired
Try ItFolder
Try ItTemplate DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Document NameRequired
Document ContentRequired
Folder
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
