Brivity + Google Docs
Update Brivity leads whenever new documents are created in Google Docs
Increase organizational efficiency with this streamlined process. When you create a new document in Google Docs, this workflow instantly updates the corresponding lead information in Brivity. This automation reduces manual data entry, ensuring your Brivity leads always have the most up-to-date documents. Stay focused on the tasks that matter most, while this workflow handles the mundane tasks for you.
Increase organizational efficiency with this streamlined process. When you create a new document in Google Docs, this workflow instantly updates the corresponding lead information in Brivity. This automation reduces manual data entry, ensuring your Brivity leads always have the most up-to-date documents. Stay focused on the tasks that matter most, while this workflow handles the mundane tasks for you.
- When this happens...New Document
Triggers when a new document is added (inside any folder).
- automatically do this!
Triggers when a lead is updated.
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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?
FileRequired
Specify Document Name
Drive
Folder
DocumentRequired
Start position (Index)Required
End position (Index)Required
Formatting Options
Font size (points)
Font family
Text color (hex)
Background color (hex)
Segment ID
Tab ID
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)
DocumentRequired
Find textRequired
Replace text
Match case
DocumentRequired
Image URLRequired
Insert position (Index)Required
Width (points)
Height (points)
Segment ID
Tab ID
