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Google Docs + Solve CRM

Create documents from templates in Google Docs for new tagged contacts in Solve CRM

Start instantly transforming new tagged contacts in Solve CRM into detailed documents in Google Docs with this streamlined workflow. Every time you add a new contact with a specific tag in Solve CRM, a new document is created from a pre-defined template in Google Docs. This efficient process not only saves time but also ensures you have consistent and organised documentation for every new connection you make.

Start instantly transforming new tagged contacts in Solve CRM into detailed documents in Google Docs with this streamlined workflow. Every time you add a new contact with a specific tag in Solve CRM, a new document is created from a pre-defined template in Google Docs. This efficient process not only saves time but also ensures you have consistent and organised documentation for every new connection you make.

  1. When this happens...
    Solve CRMSolve CRM
    New Tagged Contact

    Triggers when a specific tag is applied to a contact.

    TriggerPolling
  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

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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 Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.