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How Zapier works
Zapier makes it easy to integrate Personalize 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 Contact" from Personalize.
Add your action
An action happens after the trigger—such as "Append Text to Document" in Google Docs.
You’re connected!
Zapier seamlessly connects Personalize 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 a new contact is added
Try ItTriggerInstant - Overall Top Interests Change (Known Contacts)
Triggers when top 3 interests rollup for all known contacts has changed
Try ItTriggerInstant - 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
- Contact Interest Changes
Triggers when any top 3 interests change for a contact
Try ItTriggerInstant - Overall Top Interests Change (Anonymous Visitors)
Triggers when top 3 interests rollup for all website visitors has changed
Try ItTriggerInstant - 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
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