Create documents from template in Google Docs for new cards in Pipefy
Effortlessly organize your projects and tasks with this efficient workflow. Whenever there's a new card in Pipefy, a corresponding document is created in Google Docs. This not only ensures your projects and tasks are documented, it also provides a consistent structure for all your project updates and overviews, helping your team always stay on track.
Effortlessly organize your projects and tasks with this efficient workflow. Whenever there's a new card in Pipefy, a corresponding document is created in Google Docs. This not only ensures your projects and tasks are documented, it also provides a consistent structure for all your project updates and overviews, helping your team always stay on track.
- When this happens...New Card
Triggers when a new card 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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