Add text to Google Docs documents for new GoDaddy CRM customers
When a new customer is added to your GoDaddy CRM, streamline your documentation process with this easy automation. This workflow instantly adds the new customer's details to a Google Docs document of your choice, saving you the time and effort of manual data entry. Just set it up once, and let it handle your paperwork, giving you more time to focus on customer satisfaction.
When a new customer is added to your GoDaddy CRM, streamline your documentation process with this easy automation. This workflow instantly adds the new customer's details to a Google Docs document of your choice, saving you the time and effort of manual data entry. Just set it up once, and let it handle your paperwork, giving you more time to focus on customer satisfaction.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Append Text to Document
Appends text to an existing document.
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New Customer
Triggers when a new customer is created.
Try ItEmailRequired
Email Marketing ConsentRequired
List
First Name
Last Name
Phone
Address
Address Line 2
Country
City
State
Postal Code
Organization
Job Title
Is Customer?
Is Subscriber?
Other Emails
Other Phones
Other Addresses
URLs
Social Profiles
Instant Messages
Notes
Suppressed?
Tracking Disabled?
Has access to private pages?
Is Blog Subscriber?
New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
Updated Customer
Triggers when a customer is updated.
Try ItEmailRequired
Email Marketing ConsentRequired
List
First Name
Last Name
Phone
Address
Address Line 2
Country
City
State
Postal Code
Organization
Job Title
Is Customer?
Is Subscriber?
Other Emails
Other Phones
Other Addresses
URLs
Social Profiles
Instant Messages
Notes
Suppressed?
Tracking Disabled?
Has access to private pages?
Is Blog Subscriber?
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)