Google Docs + Planoly Creator Store
Create Google Docs documents from new Planoly Creator Store 1:1 consultation orders
Streamline your consultation document creation process with this Planoly Creator Store and Google Docs workflow. When a new 1:1 consultation order is placed in Planoly Creator Store, the automation will create a document from a template in Google Docs, saving you time and ensuring consistency across all documents. Manage your consultations efficiently and focus on providing the best services to your clients.
Streamline your consultation document creation process with this Planoly Creator Store and Google Docs workflow. When a new 1:1 consultation order is placed in Planoly Creator Store, the automation will create a document from a template in Google Docs, saving you time and ensuring consistency across all documents. Manage your consultations efficiently and focus on providing the best services to your clients.
- When this happens...New 1:1 Consultations Order
Triggers when a new 1:1 consultation is order placed.
- 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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Invoice Paid
Triggers when an invoice is paid.
Try ItNew ECourse Order
Triggers when a new eCourse order is placed.
Try ItNew Livestream Order
Triggers when a new livestream order is placed.
Try ItOne Time Tip Received
Triggers when a new one-time tip is received.
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New 1:1 Consultations Order
Triggers when a new 1:1 consultation is order placed.
Try ItNew Exclusive Content Order
Triggers when a new exclusive content order is placed.
Try ItNew Mailing List Entry
Triggers when there's a new mailing list entry.
Try ItRecurring Tip Received
Triggers when a new recurring tip is received.
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