Fintoc + Google Docs
Create documents from templates in Google Docs for new Fintoc movements
Stay on top of your finances with this efficient workflow. When a new movement occurs in your Fintoc account, a document will be created from a template in Google Docs, streamlining your financial recordkeeping process. This automation ensures you have real-time updates on financial transactions without the added manual effort.
Stay on top of your finances with this efficient workflow. When a new movement occurs in your Fintoc account, a document will be created from a template in Google Docs, streamlining your financial recordkeeping process. This automation ensures you have real-time updates on financial transactions without the added manual effort.
- When this happens...New Movement
Triggers when a new movement is found.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
New Movement
Triggers when a new movement is found.
Try ItDrive
Folder
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
New Document
Triggers when a new document is added (inside any folder).
Try ItDocumentRequired
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
