Google Docs + Ontraport
Create or update Ontraport contacts for new documents in Google Docs folders
With this workflow, whenever a new document is added to a Google Docs folder, the details are used to create or update a contact in your Ontraport system. This will save you the trouble of manual data entry, allowing you to focus on more important tasks. It's a seamless way to ensure that your contact information in Ontraport stays up-to-date with the latest documents you have in Google Docs.
With this workflow, whenever a new document is added to a Google Docs folder, the details are used to create or update a contact in your Ontraport system. This will save you the trouble of manual data entry, allowing you to focus on more important tasks. It's a seamless way to ensure that your contact information in Ontraport stays up-to-date with the latest documents you have in Google Docs.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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New Document
Triggers when a new document is added (inside any folder).
Try ItDocumentRequired
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
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)
DocumentRequired
Find textRequired
Replace text
Match case
Drive
Folder
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
DocumentRequired
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
