Google Docs + Membrain

Update Google Docs documents by appending text when Membrain sales projects move to a new stage

Stay up-to-date on your sales project progress by connecting Membrain and Google Docs with this workflow. When a sales project moves to a new stage in Membrain, this automation appends an update text to a designated Google Docs document, ensuring you have a real-time record of your sales project stages. Remain organized and never miss essential milestones in your sales process by employing this convenient integration.

When this happens...
Sales Project Moved to Stage
Triggers when a sales project is moved to a specific stage.
TriggerPolling
automatically do this!
Append Text to Document
Appends text to an existing document.
ActionWrite

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Supported triggers and actions

- Please select one or more Activity Types
Trigger
Polling
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- Please select one or more Prospecting Campaigns
Trigger
Polling
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- Please select one or more Campaign StagesRequired
Trigger
Polling
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- Please select one or more sales processes
Trigger
Polling
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- Please select one or more Process StagesRequired
Trigger
Polling
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- Activity Type
- Company NameRequired
- ContentsRequired
- Prospect Name
- Sales Project Name
- Organizer Name
- Contact Name
Action
Write
- Company NameRequired
- Contact NameRequired
Action
Write

- Campaign NameRequired
- Company NameRequired
- Contact Name
- Owner Name
Action
Write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It
- Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
Action
Write
- FileRequired
- Specify Document Name
- Drive
- Folder
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- Folder
- Document NameRequired
- Document ContentRequired
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
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- Please select one or more Prospecting Campaigns
Trigger
Polling
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- Please select one or more Prospecting Campaigns
Trigger
Polling
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- Please select one or more sales processes
Trigger
Polling
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- Please select one or more sales processes
Trigger
Polling
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- Company NameRequired
Action
Write
- TypeRequired
- ContentTypeRequired
- Name
- Link
- File
Action
Write
- Process NameRequired
- Opportunity NameRequired
- Company NameRequired
- Owner NameRequired
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Drive
- Folder
Trigger
Polling
Try It
- Drive 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)
Action
Write
- Document NameRequired
- Document ContentRequired
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- Drive
- Folder
- Document NameRequired
Action
Search

About Google Docs

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