Connect Salesforce and Google Docs integrations
Connect Salesforce and Google Docs with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Google Docs to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Deletes a document.
Downloads a document to a required format.
Gets a content of a document.
Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.
Inserts or appends a new paragraph to an existing document.
Makes all links in a document clickable.
Performs an arbitrary authorized API call.
Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.
Replaces an old text by a new text in a document.
Retrieves a list of documents.
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Create custom Salesforce and Google Docs workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Creates a new bulk data job.
Creates a new record in an object.
Deletes a document.
Deletes a record.
Downloads a document to a required format.
Downloads an attachment or a document.
Connect any app with Salesforce and Google Docs
Popular Salesforce and Google Docs workflows.
Looking to get more out of Salesforce and Google Docs? With Make you can visually integrate Salesforce and Google Docs into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create a Quote with Google Docs for each new row in Google Sheets.
For each new row in a Google Sheets spreadsheet, Make will automatically create a Quote with Google Docs. The template uses this [example Spreadsheet](https://docs.google.com/spreadsheets/d/18tuKaQV_8cyehugArbU0K7YOAVzWfwjavF9z1URt1Dw/edit?usp=sharing) and this [example Google Doc](https://docs.google.com/document/d/1hhH1H1oH9j4eAu6QxHYM_q0XB3S4cKbPoWAK41cRndM/edit?usp=sharing).
TRY IT ->Transcribe audio files from Google Drive using OpenAI Whisper and send an email
Easily transcribe audio files stored on Google Drive with OpenAI Whisper, automate transcription, store on a Google Doc and instantly email the doc for ease of communication. Please note that the Whisper API file limit is 25mb, we have used CloudConvert to convert these files to smaller mp3 files for Whisper to transcribe.
TRY IT ->Send Conversion Events to LinkedIn Conversions API from Salesforce
Use this template to send offline conversion events from Salesforce to LinkedIn Ads. To properly configure the template, watch the how-to video [here](https://youtu.be/a3RWHu4xht4).
TRY IT ->Watch new rows in Google Sheets and append them to a Google Docs document
Automatically track new rows in Google Sheets and append them to a Google Docs document for streamlined data management and documentation.
TRY IT ->Send Google Docs data to an external application using HTTP action
Automatically send data from Google Docs to an external application using HTTP action, streamlining document sharing and integration with other platforms.
TRY IT ->Update Salesforce records using data from a custom webhook
Automatically update Salesforce records with data from a custom webhook, ensuring your CRM stays current with real-time information from external sources.
TRY IT ->Add images to Google Docs using a custom webhook
Use a custom webhook to automatically add images to Google Docs, streamlining document enhancement with visual content directly from your preferred source.
TRY IT ->Create a Google Docs document from a custom webhook trigger
Trigger a Google Docs document creation from a custom webhook event. Automate document generation directly from your custom webhook to Google Docs.
TRY IT ->List and update Salesforce records automatically
Automatically list and update Salesforce records with this template. Streamline your Salesforce data management by listing records and updating them effortlessly.
TRY IT ->
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