Google Docs + Terros
Append text to Google Docs documents when new account webhooks happen in Terros
Keep your Google Docs updated with account activity from Terros using this automation. When any account-related activity occurs in Terros, the details are swiftly appended to a document in Google Docs. This ensures your critical information remains consistent across platforms, enhancing your efficiency without the need for manual updates.
Keep your Google Docs updated with account activity from Terros using this automation. When any account-related activity occurs in Terros, the details are swiftly appended to a document in Google Docs. This ensures your critical information remains consistent across platforms, enhancing your efficiency without the need for manual updates.
- When this happens...Account Webhook
Triggers when an account is created, updated, or deleted. You can choose which events to listen for.
- automatically do this!Append Text to Document
Appends text to an existing document.
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Send Events for...Required
Account Status
Try ItAccount Stage ID
Account ID
Owner User ID
Closer User ID
First Name
Last Name
Email
Primary Phone Number
Secondary Phone Number
Business Name
First Name
Last Name
Email
Primary Phone Number
Secondary Phone Number
Business Name
Address Line 1
Address Line 2
City/Locality
State/Providence
Zip Code
Status ID
Status Changed Date
Source Status
Account Source
Source Status
External Lead ID
Team ID
Custom Field ID
Custom Field Value
Account ID
User ID
First Name
Last Name
Email
Phone
Preferred Name
Time Zone
Closer Status
Send Events for...Required
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Preferred Name
Time Zone
Client User ID
Team ID
User IDRequired
Account ID
