Google Docs + Sophiie

Create documents in Google Docs from new inquiries in Sophiie

Speed up your inquiry handling process with this workflow. When a new inquiry is created in Sophie, it initiates the creation of a document containing the inquiry details in Google Docs. This seamless process ensures you can easily track, manage, and respond to inquiries without needing to manually transfer information between the two services. Enhance your productivity and efficiency by letting this workflow handle the routine tasks for you.

When this happens...
New Inquiry Created
Triggers when a new inquiry is created.
TriggerInstant
automatically do this!
Create Document From Text
Create a new document from text. Also supports limited HTML.
ActionWrite

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Supported triggers and actions

Appointment Status Changed
Triggers when the status of an appointment has been changed.
Trigger
Instant
Try It
New Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
Try It
New Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- 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

Lead Status Changed
Triggers when the status of a lead has been changed.
Trigger
Instant
Try It
New Inquiry Created
Triggers when a new inquiry is created.
Trigger
Instant
Try It
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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