Google Docs + Salesforce

Create Google Docs documents from updated Salesforce records

Stay organized and efficient by automatically generating a Google Docs document whenever there's an update to a Salesforce record. This seamless workflow between Salesforce and Google Docs ensures that you always have the latest information at your fingertips, saving you time and eliminating the need for manual updates.

Stay organized and efficient by automatically generating a Google Docs document whenever there's an update to a Salesforce record. This seamless workflow between Salesforce and Google Docs ensures that you always have the latest information at your fingertips, saving you time and eliminating the need for manual updates.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

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

    TriggerScheduled
  2. automatically do this!
    Google DocsGoogle Docs
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

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

    New Contact

    Triggers when a new Contact is created.

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

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    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!
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Related categories

  • Documents
  • Google

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About Salesforce

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