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How Zapier works
Zapier makes it easy to integrate Mobilo Card with Google Docs - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead (For Your Account)" from Mobilo Card.
Add your action
An action happens after the trigger—such as "Append Text to Document" in Google Docs.
You’re connected!
Zapier seamlessly connects Mobilo Card and Google Docs, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItTriggerPolling - New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItTriggerPolling - Drive
- Folder
Try ItTriggerPolling- 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)
ActionWrite
- New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItTriggerPolling - New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling - Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionWrite- FileRequired
- Specify Document Name
- Drive
- Folder
ActionWrite
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