Google Docs + Pipedrive
Update Pipedrive deals when new Google Docs documents are created
Effortlessly keep your Pipedrive deals up-to-date with the latest information from Google Docs. This workflow activates when you create a new document in Google Docs, and seamlessly updates the corresponding Pipedrive deal, ensuring your sales process stays organized and on track. Minimize errors and save time by integrating your Google Docs and Pipedrive using this streamlined automation.
Effortlessly keep your Pipedrive deals up-to-date with the latest information from Google Docs. This workflow activates when you create a new document in Google Docs, and seamlessly updates the corresponding Pipedrive deal, ensuring your sales process stays organized and on track. Minimize errors and save time by integrating your Google Docs and Pipedrive using this streamlined automation.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Update Deal
Updates an existing deal.
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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
