Google Docs + Pursuit

Append new Pursuit opportunities to Google Docs documents when detected

Unearth opportunities promptly using the synergy of Pursuit and Google Docs. When Pursuit spots a For You Opportunity, it quickly transports the relevant details into your chosen Google Document. This smooth collaboration between Pursuit and Google Docs simplifies your monitoring efforts, guaranteeing all opportunity-related information is orderly and at your fingertips. Stay one step ahead with this streamlined process that ensures no opportunity slips through unnoticed.

When this happens...
For You Opportunity Detected
Triggers when a new For You (Radar) opportunity is detected for your company. Includes opportunity details, entity info, signals, and relevant contacts.
TriggerInstant
automatically do this!
Append Text to Document
Appends text to an existing document.
ActionWrite

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Supported triggers and actions

Pursuit Contact Exported
Triggers when contacts are exported from Pursuit. Includes base contact fields.
Trigger
Instant
Try It
- WorkbookRequired
Trigger
Instant
Try It
For You Opportunity Detected
Triggers when a new For You (Radar) opportunity is detected for your company. Includes opportunity details, entity info, signals, and relevant contacts.
Trigger
Instant
Try It
- Drive
- Folder
Trigger
Polling
Try It
- Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
Action
Write

- FileRequired
- Specify Document Name
- Drive
- Folder
Action
Write
- 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
Action
Write

- DocumentRequired
- Text to insertRequired
- Insert position (Index)Required
- Segment ID
- Tab ID
Action
Write
- DocumentRequired
- Select which image to replaceRequired
- New image URLRequired
- Select which tab the image is in
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document IDRequired
Action
Search
- Drive
- Folder
- Document NameRequired
- Document ContentRequired
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

Pursuit Account Exported
Triggers when accounts are exported from Pursuit. Includes base account fields.
Trigger
Instant
Try It
- WorkbookRequired
Trigger
Instant
Try It
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It
- DocumentRequired
Trigger
Polling
Try It
- Drive 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)
Action
Write
- DocumentRequired
- Find textRequired
- Replace text
- Match case
Action
Write
- DocumentRequired
- Image URLRequired
- Insert position (Index)Required
- Width (points)
- Height (points)
- Segment ID
- Tab ID
Action
Write
- Document NameRequired
- Document ContentRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- DocumentRequired
- Background color (hex)
- Page width (points)
- Page height (points)
- Top margin (points)
- Bottom margin (points)
- Left margin (points)
- Right margin (points)
- Page number start
- Use different first page header and footer
- Use different even page header and footer
Action
Write
- Drive
- Folder
- Document NameRequired
Action
Search
- Document IDRequired
Action
Search

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!

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