Google Docs + Retainr
Create documents from templates in Google Docs for new orders in Retainr
Ensure every new order from Retainr is swiftly documented in Google Docs using this efficient workflow. As soon as an order is placed, a customized document is generated in Google Docs based on your chosen template. This process streamlines your business operations, reduces manual tasks, and improves order management and customer response times. Benefit from this systematic solution to effortlessly keep track of all your transactions.
Ensure every new order from Retainr is swiftly documented in Google Docs using this efficient workflow. As soon as an order is placed, a customized document is generated in Google Docs based on your chosen template. This process streamlines your business operations, reduces manual tasks, and improves order management and customer response times. Benefit from this systematic solution to effortlessly keep track of all your transactions.
- When this happens...New Order
Triggers when a new order is created.
- 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.
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New Order
Triggers when a new order is created.
Try ItNew 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
nameRequired
emailRequired
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)
Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
