Upload new CampLegal intake templates to Google Docs documents immediately
Streamline your documentation process with this efficient workflow. Whenever a new active intake template is logged in CampLegal, it swiftly uploads corresponding documents in Google Docs. This saves you from the time-consuming task of manual uploads and keeps your documents synchronized between the two platforms. Get started today and experience a smoother, hassle-free documentation process.
Streamline your documentation process with this efficient workflow. Whenever a new active intake template is logged in CampLegal, it swiftly uploads corresponding documents in Google Docs. This saves you from the time-consuming task of manual uploads and keeps your documents synchronized between the two platforms. Get started today and experience a smoother, hassle-free documentation process.
- When this happens...Fetch Active Intake Templates
Populates with a list of intake templates
- automatically do this!Upload Document
Triggers when a new document is added (inside any folder).
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Fetch Active Intake Templates
Populates with a list of intake templates
Try ItPerson UUIDRequired
Person UUIDRequired
Intake Name
Drive
Folder
Try It
firstNameRequired
middleName
lastNameRequired
genderRequired
email
phone
languageRequired
potentialValue
zapierContentHash
notes
probabilityRequired
country
referralSourceRequired
crmId
crmUrl
Person UUIDRequired
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?