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Google Docs + Salesforce

Create Google Docs documents from updated Salesforce records

Keep your documents up-to-date with this efficient workflow. When a record is updated in Salesforce, this automation will create a new document in Google Docs using the updated text. Stay organized and save time by easily tracking changes in your Salesforce records and maintaining updated versions of your documents in Google Docs.

Keep your documents up-to-date with this efficient workflow. When a record is updated in Salesforce, this automation will create a new document in Google Docs using the updated text. Stay organized and save time by easily tracking changes in your Salesforce records and maintaining updated versions of your documents in Google Docs.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this!
    Google DocsGoogle Docs
    Create Document From Text

    Create a new document from text. Also supports limited HTML.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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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!

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.