Popular ways to use Iva-docs workflows

• Generate documents for new Google Forms submissions

  

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  Zapier

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  Google Forms, Iva-docs

  Google Forms + Iva-docs

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  1. 

     When this happens

     Step 1: New Form Response

  2. 

     Then do this

     Step 2: Generate a Document

  See Zap detailsTry it

  Generate documents for new Google Forms submissions

  

  by Zapier

  Zapier

  Generate documents for new Google Forms submissions

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  • 
  • 

  Google Forms, Iva-docs

  Google Forms + Iva-docs

• Create documents when new cards move to a Trello list

  

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  Trello, Iva-docs

  Trello + Iva-docs

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     When this happens

     Step 1: Card Moved to List

  2. 

     Then do this

     Step 2: Generate a Document

  See Zap detailsTry it

  Create documents when new cards move to a Trello list

  

  by Zapier

  Zapier

  Create documents when new cards move to a Trello list

  Try it

  • 
  • 

  Trello, Iva-docs

  Trello + Iva-docs

• Send Slack messages when Iva-docs templates are added

  

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  Iva-docs, Slack

  Iva-docs + Slack

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     When this happens

     Step 1: When a Template Is Added

  2. 

     Then do this

     Step 2: Send Channel Message

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  Send Slack messages when Iva-docs templates are added

  

  by Zapier

  Zapier

  Send Slack messages when Iva-docs templates are added

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  • 
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  Iva-docs, Slack

  Iva-docs + Slack

• Generate documents from new deal property changes in HubSpot

  

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  Zapier

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  HubSpot, Iva-docs

  HubSpot + Iva-docs

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  1. 

     When this happens

     Step 1: New Deal Property Change

  2. 

     Then do this

     Step 2: Generate a Document

  See Zap detailsTry it

  Generate documents from new deal property changes in HubSpot

  

  by Zapier

  Zapier

  Generate documents from new deal property changes in HubSpot

  Try it

  • 
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  HubSpot, Iva-docs

  HubSpot + Iva-docs

• Create documents when deal milestones change in Agile CRM

  

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  Zapier

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  Agile CRM, Iva-docs

  Agile CRM + Iva-docs

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  1. 

     When this happens

     Step 1: Changed Deal Milestone

  2. 

     Then do this

     Step 2: Generate a Document

  See Zap detailsTry it

  Create documents when deal milestones change in Agile CRM

  

  by Zapier

  Zapier

  Create documents when deal milestones change in Agile CRM

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  Agile CRM, Iva-docs

  Agile CRM + Iva-docs

• Create documents with new Pipedrive deal updates

  

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  Zapier

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  Pipedrive, Iva-docs

  Pipedrive + Iva-docs

  More details

  1. 

     When this happens

     Step 1: Updated Deal Stage

  2. 

     Then do this

     Step 2: Generate a Document

  See Zap detailsTry it

  Create documents with new Pipedrive deal updates

  

  by Zapier

  Zapier

  Create documents with new Pipedrive deal updates

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  • 
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  Pipedrive, Iva-docs

  Pipedrive + Iva-docs

• Create documents from new Typeform submissions

  

  by Zapier

  Zapier

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  Typeform, Iva-docs

  Typeform + Iva-docs

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  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Generate a Document

  See Zap detailsTry it

  Create documents from new Typeform submissions

  

  by Zapier

  Zapier

  Create documents from new Typeform submissions

  Try it

  • 
  • 

  Typeform, Iva-docs

  Typeform + Iva-docs

• Generate Iva-docs documents for new emails matching a search in Gmail

  

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  Zapier

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  Gmail, Iva-docs

  Gmail + Iva-docs

  More details

  1. 

     When this happens

     Step 1: New Email Matching Search

  2. 

     Then do this

     Step 2: Generate a Document

  See Zap detailsTry it

  Generate Iva-docs documents for new emails matching a search in Gmail

  

  by Zapier

  Zapier

  Generate Iva-docs documents for new emails matching a search in Gmail

  Try it

  • 
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  Gmail, Iva-docs

  Gmail + Iva-docs

• 

  When a Template Is Added

  Triggers when there's a new template added to Iva.

  Trigger

  Scheduled
• 

  Generate a Document

  Generates a document from your data.

  Action

  Write