Google Docs + Interact
Create Google Docs documents from templates for new Interact leads
When a new lead comes in through Interact, you'll want to keep everything organized and documented. With this workflow, every time there's a new lead in Interact, a fresh document is generated from your selected template in Google Docs. It's the perfect way to ensure that all necessary information is captured efficiently for each potential client, helping your team to stay on top of tasks and follow-ups.
When a new lead comes in through Interact, you'll want to keep everything organized and documented. With this workflow, every time there's a new lead in Interact, a fresh document is generated from your selected template in Google Docs. It's the perfect way to ensure that all necessary information is captured efficiently for each potential client, helping your team to stay on top of tasks and follow-ups.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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QuizRequired
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
