Raklet + Google Docs Integrations

How to connect Raklet + Google Docs

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Create new documents from texts in Google Docs for new Raklet contacts
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Raklet + Google Docs
Create documents from texts in Google Docs for new Raklet payments
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Raklet + Google Docs

Create new documents from texts in Google Docs for new Raklet contacts

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Raklet + Google Docs

Create documents from texts in Google Docs for new Raklet payments

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Raklet + Google Docs

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Supported triggers and actions

What does this mean?

- Status
  Filter by contact status.
- Type
  Filter by contact type.
- Created On
  Filter by contact creation date.
- Balance
  Filter by contact balance.
- Created On Filter Type
  Specify the type of "Created On" filter.
- Balance Filter Type
  Specify the type of "Balance" filter.
Trigger
Scheduled
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- Email AddressRequired
  Email address of the contact
- NoteRequired
  The note to be added
Action
Write
- Email Address
- First Name
- Last Name
- Maiden Name
- Member No
- Corporate Name
  Please fill this field if the contact is a coporate member only
- Birth Place
- Blood Type
- Phone Country Code
- Phone Number
- Title
- Address Details
- Address City
- Address Country
- Address Postal Code
- Contact Type
- Gender
- Marital Status
- Contact Status
Action
Write
- Folder
  Check a specific folder for new documents. Keep clicking to go inside folders. Please note: new documents added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none picked.
Trigger
Scheduled
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- Template DocumentRequired
- New Document NameRequired
- Folder for new Document
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Sharing Preference
  Grant access to third parties when sharing documents via direct links, exports and/or embed links. Your GDrive's default sharing preferences will be used otherwise.
- Unused Fields Preference
  What to do with any unused template fields. You can keep the fields so they remain unmodified (e.g. "{{email}}"), remove them so there is no text instead, or replace them with a fallback custom value of your choice. By default, any unused fields will be kept unmodified.
Action
Write

- Document NameRequired
- Document ContentRequired
  Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
Action
Write
- Api Docs Info
  API docs for Google Docs are located here https://developers.google.com/docs/api/how-tos/overview
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Document NameRequired
- Document ContentRequired
  Plain text content to put inside the new doc. Also supports basic, inline HTML to format text and add links. More complex layouts like tables are not likely to work well.
Action
Search or write

New Payment
Triggers when a new payment is created.
Trigger
Scheduled
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- Email AddressRequired
  Email address of the contact
- TagRequired
  The name of the tag which will be added to the contact
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Scheduled
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- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
- Document NameRequired
- Text to AppendRequired
  Note: this field also supports HTML which will be rendered into the document.
Action
Write
- FileRequired
  Must be a file object.
- Specify Document Name
  Advanced: By default, we use the same name as the file from the other service (stripping the extension). If you need to change the name, enter a value here.
- Folder
  Click the dropdown repeatedly to drill down into subfolders. Places at the top-level if none picked.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Folder
  Note: if you pick a folder, sub-folders within that folder are not searched.
- Document NameRequired
Action
Search

How Raklet + Google Docs Integrations Work

Step 1: Authenticate Raklet and Google Docs.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Raklet + Google Docs

Google Docs Tutorials

About Raklet

Raklet is a CRM to help manage contacts, messages and payments. Schedule email and SMS, collect payments online and more.

Related categories

CRM (Customer Relationship Management)

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!

Learn more

Related categories

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Raklet + Google Docs Integrations

How to connect Raklet + Google Docs

Create new documents from texts in Google Docs for new Raklet contacts

Create documents from texts in Google Docs for new Raklet payments

Create new documents from texts in Google Docs for new Raklet contacts

Create documents from texts in Google Docs for new Raklet payments

Connect your apps and automate workflows

New Contact

Status

Type

Created On

Balance

Created On Filter Type

Balance Filter Type

Add Note to Contact

Email AddressRequired

NoteRequired

Create Contact

Email Address

First Name

Last Name

Maiden Name

Member No

Corporate Name

Birth Place

Blood Type

Phone Country Code

Phone Number

Title

Address Details

Address City

Address Country

Address Postal Code

Contact Type

Gender

Marital Status

Contact Status

New Document in Folder

Folder

Create Document from Template

Template DocumentRequired

New Document NameRequired

Folder for new Document

Sharing Preference

Unused Fields Preference

Create Document from Text

Document NameRequired

Document ContentRequired

Folder

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Document

Folder

Document NameRequired

Document ContentRequired

New Payment

Add Tag to Contact

Email AddressRequired

TagRequired

New Document

Append Text to Document

Folder

Document NameRequired

Text to AppendRequired

Upload Document

FileRequired

Specify Document Name

Folder

App Extensions (Beta)

Owner

App ExtensionRequired

Find a Document

Folder

Document NameRequired