Google Docs + Planfix Integrations
How to connect Google Docs + Planfix
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New DocumentTriggers when a new document is added (inside any folder).Trigger- New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).Trigger
- Append Text to DocumentAppends text to an existing document.Action
- Create Document from TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.Action
- Upload DocumentCopy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.Action
- Create Document from TextCreate a new document from text. Also supports limited HTML.Action
- Find a DocumentSearch for a specific document by name.Action
- Find or Create DocumentFinds or creates a specific document.Action
- 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
- Step 1: Authenticate Google Docs and Planfix.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Google Docs Tutorials
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About Planfix
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