Create Google Docs from templates for new checked tasks in Process Street
When you have tasks getting checked off, you may want the details recorded in a doc. This integration helps by automatically creating a Google Doc from a template when there is a new task checked in Process Street. You won't have to manually add task details to a doc again.
When you have tasks getting checked off, you may want the details recorded in a doc. This integration helps by automatically creating a Google Doc from a template when there is a new task checked in Process Street. You won't have to manually add task details to a doc again.
- When this happens...New Task Checked
Triggers when a task is checked off in a workflow.
- 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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