Google Docs + Terros
Append text to Google Docs documents when new account webhooks happen in Terros
Keep your Google Docs updated with account activity from Terros using this automation. When any account-related activity occurs in Terros, the details are swiftly appended to a document in Google Docs. This ensures your critical information remains consistent across platforms, enhancing your efficiency without the need for manual updates.
Keep your Google Docs updated with account activity from Terros using this automation. When any account-related activity occurs in Terros, the details are swiftly appended to a document in Google Docs. This ensures your critical information remains consistent across platforms, enhancing your efficiency without the need for manual updates.
- When this happens...Account Webhook
Triggers when an account is created, updated, or deleted. You can choose which events to listen for.
- automatically do this!Append Text to Document
Appends text to an existing document.
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Send Events for...Required
Account Status
Try ItList Calendar Events
Lists all the events in the calendar.
Try ItList Tasks
Lists all the tasks in the system.
Try ItSend Events for...Required
Try It
Send Webhook Events for...Required
Try ItList Status Ids
Lists all the status ids.
Try ItSend Webhook Events for...Required
Try ItAccount Stage ID
Account ID
Owner User ID
Closer User ID
First Name
Last Name
Email
Primary Phone Number
Secondary Phone Number
Business Name
First Name
Last Name
Email
Primary Phone Number
Secondary Phone Number
Business Name
Address Line 1
Address Line 2
City/Locality
State/Providence
Zip Code
Status ID
Status Changed Date
Source Status
Account Source
Source Status
External Lead ID
Team ID
Custom Field ID
Custom Field Value
