"generate new Google Docs documents when new contacts are created in ZenMaid"
Easily streamline your document creation process with this efficient workflow. When a new contact is added in ZenMaid, a document from a pre-defined template in Google Docs will be created, saving you time and avoiding repetitive tasks. This seamless process not only organizes your newly added contact information but also ensures your documentation stays consistent and up to date.
Easily streamline your document creation process with this efficient workflow. When a new contact is added in ZenMaid, a document from a pre-defined template in Google Docs will be created, saving you time and avoiding repetitive tasks. This seamless process not only organizes your newly added contact information but also ensures your documentation stays consistent and up to date.
- When this happens...Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
- automatically do this!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.
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Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Try ItContact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Try ItInvoice Created
Triggers when a new ZenMaid invoice is created.
Try ItOne-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Try It