Google Docs + SalesRabbit

Append new or updated SalesRabbit leads to Google Docs documents

Keep track of new or updated leads from the SalesRabbit app by having the information instantly added to a Google Docs document. This workflow lets you conveniently compile and update vital lead information in a single document, eliminating the need for manual copying or updating. Enhance your lead management process with this efficient data gathering system, allowing you to stay organized and always be up-to-date with your SalesRabbit leads.

When this happens...
New/Updated Lead
Triggers when when a lead is created and/or updated.
TriggerInstant
automatically do this!
Append Text to Document
Appends text to an existing document.
ActionWrite

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Supported triggers and actions

- EventRequired
- StatusRequired
Trigger
Instant
Try It
- Lead OwnerRequired
- StatusRequired
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Created
Action
Write
- Lead IDRequired
- Lead Owner
- Status
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
Action
Write
- 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

- FormRequired
Trigger
Instant
Try It
- FormDataIDRequired
- Form Result
- Form State
- Form Status Description
- Form Status Color
- Lead Owner
- Status
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
Action
Write
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

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