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Connect InsurGrid to Google Docs and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate InsurGrid with Google Docs - no code necessary. See how you can get setup in minutes.

Select a trigger from InsurGrid

A trigger is an event that starts your Zap and runs the workflow. For example, with InsurGrid, a trigger could be "New Client."
A trigger is the event that kicks off your automated workflow.

Setup an action from Google Docs

An action is what takes place after the automation is triggered. For example, with Google Docs, the action could be "Append Text to Document."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected InsurGrid to Google Docs

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Triggers and actions are the main components of every automated workflow.

Connect InsurGrid and Google Docs to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect InsurGrid and Google Docs to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • InsurGrid triggers, actions, and search
    New Declaration Page

    Triggers when a new client declaration page is created.

    Trigger
    Scheduled
    Try It
    • Folder
    Trigger
    Scheduled
    Try It
    • Document Name
      Required
    • New Document Name
      Required
    • Folder
    • Sharing Preference
    • Unused Fields Preference
    Action
    Write
    • New Document Name
      Required
    • Document Name
      Required
    • Folder
    Action
    Write

Automate Google Docs: get inspired on the Zapier blog

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About InsurGrid
InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.
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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!
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