Google Docs + Streak

Create documents from templates in Google Docs for new boxes in Streak

When a new box is created in Streak, ensure all details are meticulously recorded by creating a corresponding document in Google Docs, effortlessly. This workflow allows for organized, efficient record-keeping, taking the hassle out of manual data entry. You can focus on your most important tasks while this integration takes care of routine documentation for you.

When a new box is created in Streak, ensure all details are meticulously recorded by creating a corresponding document in Google Docs, effortlessly. This workflow allows for organized, efficient record-keeping, taking the hassle out of manual data entry. You can focus on your most important tasks while this integration takes care of routine documentation for you.

  1. When this happens...
    StreakStreak
    New Box

    Triggered when a new box is created.

    TriggerInstant
  2. automatically do this!
    Google DocsGoogle Docs
    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.

    ActionWrite
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Supported triggers and actions

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    • Stage

    • Field

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    • Stage

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    • PipelineRequired

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    • Team KeyRequired

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    • TeamRequired

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google-docs logo
google-docs logo

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

Related categories

  • Documents
  • Google

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streak logo
streak logo

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
Learn more

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  • CRM (Customer Relationship Management)

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