Google Docs + Salesforce + ChatGPT (OpenAI)
Create sales pitches in Google Docs with ChatGPT from Salesforce fields
Manually gathering lead details before a pitch can be time-consuming and inconsistent. With this Zap, when a new attachment is added to a lead in Salesforce, their information is sent to ChatGPT, which generates a personalized sales pitch. That pitch is then saved to a new Google Doc for easy access and editing. This automation helps your sales team move faster and pitch more effectively with AI-crafted content.
Manually gathering lead details before a pitch can be time-consuming and inconsistent. With this Zap, when a new attachment is added to a lead in Salesforce, their information is sent to ChatGPT, which generates a personalized sales pitch. That pitch is then saved to a new Google Doc for easy access and editing. This automation helps your sales team move faster and pitch more effectively with AI-crafted content.
- When this happens...
New Case AttachmentTriggers when a new Attachment is added to a case.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this...
Conversation (Legacy)Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Append Text to DocumentAppends text to an existing document.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMessage
ImageRequired
Max Tokens
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be AnalyzedRequired
Info 1
Max Tokens
ModelRequired
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Moderation ModelRequired
Text to be classifiedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModelRequired
User MessageRequired
Instructions
Info 2
Use Prompt Template
Images
File Clarification
Files
Max Tokens
Tool Choice
Parallel Tool Calls
Max Tool Calls
Tools
Response Format
Advanced Warning
Memory Key
Prompt Cache Key
Safety Identifier
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Assistant
Assistant Name
Assistant Instructions
Model
Tools
Conversation ID
New Files
Existing Files
Response Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Language of the Audio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vector StoreRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unstructured TextRequired
ModelRequired
DescriptionRequired
Values to ExtractRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
PromptRequired
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
TextRequired
VoiceRequired
Response Format
Speed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Purpose
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
DocumentsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilename To Search ForRequired
File Purpose To Search For
FileRequired
Purpose
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive 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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Find textRequired
Replace text
Match case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Image URLRequired
Insert position (Index)Required
Width (points)
Height (points)
Segment ID
Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
Document NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
Folder
Document NameRequired
Document ContentRequired
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMessage
ImagesRequired
Max Tokens
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be AnalyzedRequired
ModelRequired
Analysis TypeRequired
Info 1
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User MessageRequired
ModelRequired
Use Latest Stable Version
Memory Key
User Name
Assistant Name
Assistant Instructions
Max Tokens
Temperature
Top P
Info 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be ClassifiedRequired
CategoriesRequired
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ImageRequired
Mask
PromptRequired
Model
Number of images
Image size
File type
End user ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
New Files
Existing Files
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unstructured TextRequired
ModelRequired
DescriptionRequired
Values to ExtractRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PromptRequired
Model
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be SummarizedRequired
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient NameRequired
Recipient EmailRequired
From NameRequired
Email PromptRequired
ToneRequired
Body TypeRequired
Info 3
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name To Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilename To Search ForRequired
File Purpose To Search For
ActionThis is an event a Zap performs.SearchFind existing data in your appName To Search ForRequired
Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify Document Name
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Text to insertRequired
Insert position (Index)Required
Segment ID
Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Select which image to replaceRequired
New image URLRequired
Select which tab the image is in
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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