Google Docs + Pipefy
Update Google Docs documents from templates when Pipefy cards are changed
Enhance your productivity with this efficient workflow. When a card field in Pipefy undergoes an update, a Google Docs document from a template is created, effectively mirroring the changes. Offering a solution for streamlined project management, this process ensures your Google Docs are always up-to-date without requiring manual intervention. This can be crucial for tracking project revisions or maintaining accurate record of meeting notes.
Enhance your productivity with this efficient workflow. When a card field in Pipefy undergoes an update, a Google Docs document from a template is created, effectively mirroring the changes. Offering a solution for streamlined project management, this process ensures your Google Docs are always up-to-date without requiring manual intervention. This can be crucial for tracking project revisions or maintaining accurate record of meeting notes.
- When this happens...Updated Card Field
Triggers when a card field is updated.
- 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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