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Connect Survey Booker and Google Docs to unlock the power of automation

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

Select a trigger from Survey Booker

A trigger is an event that starts your Zap and runs the workflow. For example, with Survey Booker, a trigger could be "Customer Resubscribes to Marketing Email."

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 Survey Booker to Google Docs

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Survey Booker to Google Docs integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Survey Booker 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Trigger
Scheduled
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Estimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Trigger
Scheduled
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Inspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
Trigger
Scheduled
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New Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
Trigger
Scheduled
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New Review
Triggers when a customer has left a new review on Survey Booker.
Trigger
Scheduled
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Report Uploaded
Triggers when the report has been uploaded to Survey Booker.
Trigger
Scheduled
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New Document
Triggers when a new document is added (inside any folder).
Trigger
Scheduled
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- Folder
- Document Name
  Required
- Text to Append
  Required
- Append Text on New Line?
Action
Write
- Document Name
  Required
- New Document Name
  Required
- Folder
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Folder
- New Document Name
  Required
- Document Name
  Required
- Export Formats
Action
Search or write

Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Trigger
Scheduled
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Estimated Report Date Set
Triggers when the estimated report date has been set on Survey Booker.
Trigger
Scheduled
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Inspection Date Set
Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
Trigger
Scheduled
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New Payment
Triggers when a new payment is received.
Trigger
Scheduled
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New Terms
Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
Trigger
Scheduled
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Survey Assigned to Surveyor
Triggers when a surveyor is assigned to a survey ID.
Trigger
Scheduled
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- Folder
Trigger
Scheduled
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- Document Name
  Required
- New Document Name
  Required
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
Action
Write
- New Document Name
  Required
- Document Name
  Required
- Folder
- Export Formats
Action
Write
- Folder
- New Document Name
  Required
Action
Search

Learn how to automate Survey Booker on the Zapier blog

Learn how to automate Google Docs on the Zapier blog

About Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

Related categories

Sales & CRM

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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Explore Survey Booker + Google Docs Integrations

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Explore Survey Booker + Google Docs Integrations

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