Google Docs + Intercom
Create Google Docs documents from templates when new tags are added to Intercom conversations
Effortlessly manage conversations and documentation with this Intercom and Google Docs automation. With this workflow, each time a tag is added to a conversation in Intercom, a new document will be created from a template in Google Docs. Stay organized and save time by keeping your documents and conversations connected seamlessly.
Effortlessly manage conversations and documentation with this Intercom and Google Docs automation. With this workflow, each time a tag is added to a conversation in Intercom, a new document will be created from a template in Google Docs. Stay organized and save time by keeping your documents and conversations connected seamlessly.
- When this happens...Tag Added to Conversation
Triggers when a new tag is added to a conversation in Intercom.
- 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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Lead Added Email
Triggers when a Lead enters an email address.
Try ItNew Lead
Triggers when a new Lead is created.
Try ItWhich Tag?
Try ItNew Company
Triggers when a new Company is created.
Try It
Lead Converted to User
Triggers when a lead converts to a user.
Try ItContact Replied
Triggers when a Contact replies to a Conversation in Intercom.
Try ItNew Closed Conversation
Triggers when you close a conversation. (Note: The "Reply and close" button won't trigger this. You must reply and then close the conversation separately).
Try ItNew Conversation
Triggers when a new Conversation is created by a User in Intercom.
Try It
