ActiveCampaign + Google Docs

Create Google Docs documents from templates when deal tasks are completed in ActiveCampaign

Streamline your task management routine with this practical workflow. When a deal task is completed in ActiveCampaign, a corresponding document, containing relevant details is swiftly generated from a chosen template in Google Docs. This process leads to a uniform document structure, making tracking easier and improving efficiency in record-keeping. Experience the convenience of this time-saving automation today.

Streamline your task management routine with this practical workflow. When a deal task is completed in ActiveCampaign, a corresponding document, containing relevant details is swiftly generated from a chosen template in Google Docs. This process leads to a uniform document structure, making tracking easier and improving efficiency in record-keeping. Experience the convenience of this time-saving automation today.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Deal Task Completed

    Triggers when a deal task has been completed.

    TriggerInstant
  2. automatically do this!
    Google DocsGoogle Docs
    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.

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
    Try It
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About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Learn more

Related categories

  • Documents
  • Google

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