Google Docs + Membrain

Google Docs + Membrain integrations

Update Google Docs documents by appending text when Membrain sales projects move to a new stage

Stay up-to-date on your sales project progress by connecting Membrain and Google Docs with this workflow. When a sales project moves to a new stage in Membrain, this automation appends an update text to a designated Google Docs document, ensuring you have a real-time record of your sales project stages. Remain organized and never miss essential milestones in your sales process by employing this convenient integration.

When this happens...
Sales Project Moved to StageTriggers when a sales project is moved to a specific stage.
TriggerPolling
automatically do this!
Append Text to DocumentAppends text to an existing document.
ActionWrite

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More things you can do with Membrain and Google Docs

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

- Please select one or more Activity Types
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Campaign Stages
  Required
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more Process Stages
  Required
Trigger
Polling
Try It

- Activity Type
- Company Name
  Required
- Contents
  Required
- Prospect Name
- Sales Project Name
- Organizer Name
- Contact Name
Action
Write
- Company Name
  Required
- Contact Name
  Required
Action
Write

- Campaign Name
  Required
- Company Name
  Required
- Contact Name
- Owner Name
Action
Write
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
- 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

Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Company Name
  Required
Action
Write
- Type
  Required
- ContentType
  Required
- Name
- Link
- File
Action
Write
- Process Name
  Required
- Opportunity Name
  Required
- Company Name
  Required
- Owner Name
  Required
- Value
- Value Currency
- Estimated Closing Date
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
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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

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 Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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