Automate document creation and management in Google Docs.
The Flows360 Google Docs integration allows you to programmatically create, read, and update documents to automate your content and documentation workflows.
Connect Google Docs to your CRM, project management, or data warehouse to dynamically generate sales proposals, project reports, or internal documentation from a single source of truth. Use our triggers to kick off downstream workflows whenever a document is created or updated.
Common use cases
- Automated Report Generation: Generate weekly or monthly reports in Google Docs using data from BigQuery, HubSpot, or Salesforce.
- Dynamic Sales Proposals: Create personalized sales proposals by merging customer data from your CRM into a Google Doc template.
- Content & Knowledge Base Updates: Sync content from project management tools like Asana or Jira to keep internal documentation current.
- Contract & Agreement Automation: Automatically generate contracts or HR documents when a deal is won in Salesforce or a new employee is added in BambooHR.
Sync scenarios
- Create Google Docs from templates
- Populate Google Docs with data from other apps
- Update documents based on system triggers
- Export Google Docs content to other formats or systems
- Archive documents to cloud storage
Objects supported
- Document
- Header
- Footer
- Paragraph
- Revision
Actions
- create_document
- append_text
- overwrite_document_content
- replace_text
- get_document_content
- export_document
- new_document_created
- document_updated
Frequently asked questions
Can I create a Google Doc from a template?
Yes, you can use a template from your Google Drive, and then use the "create_document" action to generate a new document from it.
How do I insert data from another app into a Google Doc?
You can pull data from any connected source, such as Salesforce or a database, and use the 'append_text' or 'replace_text' actions to insert that data into specific places in your document. Placeholder text like {{customer_name}} is commonly used for this.
Can I trigger a workflow when a Google Doc is updated?
Yes, the "document_updated" trigger lets you start a flow whenever a specific document is modified, allowing you to sync changes to other systems.
