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  • Planfix logoPlanfix logo

Google Docs + Planfix Integrations

How to connect Google Docs + Planfix

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  • Google Docs triggers, actions, and search
    New Document
    Triggers when a new document is added (inside any folder).
    Trigger
    Scheduled
  • Google Docs triggers, actions, and search
    New Document in Folder
    Triggers when a new document is added to a specific folder (but not its subfolders).
    Trigger
    Scheduled
  • Google Docs triggers, actions, and search
    Append Text to Document
    Appends text to an existing document.
    Action
    Write
  • Google Docs triggers, actions, and search
    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.
    Action
    Write
  • Google Docs triggers, actions, and search
    Upload Document
    Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
    Action
    Write
  • Google Docs triggers, actions, and search
    Create Document from Text
    Create a new document from text. Also supports limited HTML.
    Action
    Write
  • Google Docs triggers, actions, and search
    Find a Document
    Search for a specific document by name.
    Action
    Search
  • Google Docs triggers, actions, and search
    Find or Create Document
    Finds or creates a specific document.
    Action
    Search or write
  • Planfix

    Trigger when a comment is created

    Instant

    Trigger

  • Planfix

    Trigger when a comment is deleted

    Instant

    Trigger

  • Planfix

    Trigger when a comment is updated

    Instant

    Trigger

  • Planfix

    Trigger when a new contact is created

    Instant

    Trigger

  • Planfix

    Trigger when a contact is deleted

    Instant

    Trigger

  • Planfix

    Trigger when a contact is updated

    Instant

    Trigger

  • Planfix

    Trigger when a field is updated

    Instant

    Trigger

  • Planfix

    Trigger when a new task is created

    Instant

    Trigger

  • Planfix

    Trigger when a task is deleted

    Instant

    Trigger

  • Planfix

    Trigger when a task is updated

    Instant

    Trigger

  • Planfix

    Creates a new comment.

    Scheduled

    Action

  • Planfix

    Update a comment

    Scheduled

    Action

  • Planfix

    Creates a new contact.

    Scheduled

    Action

  • Planfix

    Update contact

    Scheduled

    Action

  • Planfix

    Delete a comment

    Scheduled

    Action

  • Planfix

    Delete a contact

    Scheduled

    Action

  • Planfix

    Delete a task

    Scheduled

    Action

  • Planfix

    Creates a new task

    Scheduled

    Action

  • Planfix

    Update a task

    Scheduled

    Action

  • Planfix

    Search for contact

    Scheduled

    Action

  • Planfix

    Search for task

    Scheduled

    Action

How Google Docs + Planfix Integrations Work

  1. Step 1: Authenticate Google Docs and Planfix.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Google Docs Tutorials

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google-docs logo

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!
Learn more

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planfix logo

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

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