Connect Campaign Refinery and Google Docs to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from Campaign Refinery.

Add your action

An action happens after the trigger—such as "Append Text to Document" in Google Docs.

You’re connected!

Zapier seamlessly connects Campaign Refinery 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 Contact
Triggers when there's a new contact.
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
New Goal
Triggers when there's a new goal.
Trigger
Polling
Try It
- Email
  Required
- First_name
- Last_name
- Name (Instead of First and Last Name)
- Form_id
- Tags
- Goal_id
Action
Write
- Name
  Required
Action
Search

- Name
  Required
Action
Search
- Email
  Required
- First_name
- Last_name
- Name (Instead of First and Last Name)
- Form_id
- Tags
- Goal_id
Action
Search or write

- Drive
- Folder
Trigger
Polling
Try It
- Drive containing the template document
- Folder containing the template document
- Template Document
  Required
- New Document Name
  Required
- 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 Name
  Required
- Document Content
  Required
- Drive
- Folder
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Write
- Drive
- Folder
- Document Name
  Required
Action
Search

New Contact Added
Triggers when a new contact is added.
Trigger
Polling
Try It
New Form
Triggers when there's a new form.
Trigger
Polling
Try It
New Tag
Triggers when there's a new tag.
Trigger
Polling
Try It
- Email
  Required
Action
Search
- Name
  Required
Action
Search
- Email
  Required
Action
Search
New Document
Triggers when a new document is added (inside any folder).
Trigger
Polling
Try It
- Drive
- Folder
- Document Name
  Required
- Text to Append
  Required
- Append Text on New Line?
Action
Write
- File
  Required
- Specify Document Name
- Drive
- Folder
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
- Folder
- Document Name
  Required
- Document Content
  Required
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Campaign Refinery and Google Docs to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Google Docs on the Zapier blog

Make work flow with AI

Level up your Campaign Refinery to Google Docs integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Campaign Refinery

Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences with list cleaning and deliverability optimization.

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Related categories

Marketing

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 moreLearn moreHelpHelp

Related categories

Documents Google

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