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.

  1. When this happens...
    Google DocsGoogle Docs
    New Document

    Triggers when a new document is added (inside any folder).

    TriggerPolling
  2. automatically do this!
    BrivityBrivity

    Triggers when a lead is updated.

    ActionWrite
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Supported triggers and actions

    • Drive

    • Folder

    Trigger
    Polling
    Try It
    • Drive 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)

    Action
    Write
    • Document NameRequired

    • Document ContentRequired

    • Drive

    • Folder

    • Export Formats

    • Insert Inline Image (Image URL)

    • Image location (Segment ID)

    • Image location (Index)

    • Image location (tabId)

    Action
    Write
    • Drive

    • Folder

    • Document NameRequired

    Action
    Search
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About Brivity

Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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google-docs logo

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

  • Documents
  • Google

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