CoreForm + Google Docs
Create documents from text in Google Docs for new leads created in CoreForm
Create a seamless workflow between CoreForm and Google Docs, saving you time and adding efficiency to your lead management process. When a new lead is established in CoreForm, this workflow will generate a document in Google Docs using the provided text. This automatic process eliminates the need for manual data entry, keeps your documents organized, and ensures all relevant information is stored for each new lead.
Create a seamless workflow between CoreForm and Google Docs, saving you time and adding efficiency to your lead management process. When a new lead is established in CoreForm, this workflow will generate a document in Google Docs using the provided text. This automatic process eliminates the need for manual data entry, keeps your documents organized, and ensures all relevant information is stored for each new lead.
- When this happens...Lead Created
Triggers when new lead is received.
- automatically do this!Create Document From Text
Create a new document from text. Also supports limited HTML.
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Enter Form Id
Try ItDrive
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)
Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
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
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
