Google Docs + Workiz
Google Docs + Workiz
Google Docs + Workiz integrations
Create Google Docs documents from templates when jobs in Workiz are completed
When a job is completed within Workiz, this workflow instantly creates a new document in Google Docs using your specified template. This streamlines your administrative tasks, freeing up valuable time. Perfect for service businesses, this automation ensures you have consistent documentation for every job completed. Stay well-organized and efficient without needing to manually generate documents.
- When this happens...Job Is DoneTriggers when a job is completed and status has changed to Done
- automatically do this!Create Document From TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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More things you can do with Workiz and Google Docs
Discover other triggers and actions you can use with Workiz and Google Docs
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite- New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling
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!
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About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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