Google Docs + Streak

Create Google Docs documents from templates when Streak stages change

Optimize your workflow with the Streak and Google Docs integration. When a box changes stages in Streak, this automation creates a new document from a template in Google Docs. It's perfect for producing timely and relevant documents without the manual effort, enhancing productivity and streamlining your process. Enjoy a more organized, efficient workspace with this practical combination.

When this happens...
Box Change Stage
Triggers when a box changes Stage.
TriggerInstant
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.
ActionWrite

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Supported triggers and actions

- PipelineRequired
Trigger
Instant
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- Stage
- Field
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- Box KeyRequired
- Organization NameRequired
- Website(s)Required
- Industry
- Phone Number(s)
- Address(es)
- Employee Count
- Logo URL
- Twitter Handle
- Facebook Handle
- LinkedIn Handle
Action
Write

- Box Name or KeyRequired
- Pipeline
- MessageRequired
Action
Write
- Box Name or KeyRequired
- Pipeline
- Name
- Note
- Assigned To
- Gmail Thread Id
- Create Tag and Dropdown Options
Action
Write
- File KeyRequired
Action
Write
- Pipeline
- Box Name or KeysRequired
- Box Names or KeysRequired
Action
Write
- Contact KeyRequired
- First Name
- Last Name
- Email Address(es)
- Title
- Twitter
- Facebook
- LinkedIn
- Photo (Url)
- Phone Numbers
- Address(es)
- Other
Action
Write
- Exact Search
- Search Query
- Pipelines
Action
Search
- Organization or Box Key
- Search Query
- Team
Action
Search
- Pipelines
- Search Query
- NameRequired
- PipelineRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
- Folder
Trigger
Scheduled
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- Template DocumentRequired
- New Document NameRequired
- Folder for new Document
- Sharing Preference
- Unused Fields Preference
- Export Formats
Action
Write
- Document NameRequired
- Document ContentRequired
- Folder
- Export Formats
Action
Write
- Folder
- Document NameRequired
Action
Search

- Stage
- PipelineRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- Team KeyRequired
Trigger
Instant
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- TeamRequired
Trigger
Instant
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- PipelineRequired
Trigger
Instant
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- Box KeyRequired
- Contact EmailRequired
- Contact First Name
- Title
- Contact Last Name
- Phone Number(s)
- Twitter
- Facebook
- LinkedIn
- Address
- Contact Notes
Action
Write
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
- Create Tag and Dropdown Options
Action
Write
- Box Name or KeyRequired
- Pipeline
- TextRequired
- Due Date
- Assign To
Action
Write
- Assign To
- Box Key
- Task Text
- Task Key
- Completed
- Due Date
Action
Write
- Thread KeyRequired
Action
Write
- Box KeyRequired
- Meeting TypeRequired
- Start TimeRequired
- End Time
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contact or Box Key
- Search Query
- Teams
Action
Search
- Exact Search
- Search Query
- Pipelines
- PipelineRequired
- NameRequired
- Assigned To
- Notes
- GmailThreadID
Action
Search or write
New Document
Triggers when a new document is added (inside any folder).
Trigger
Scheduled
Try It
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
Action
Write
- FileRequired
- Specify Document Name
- Folder
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Folder
- Document NameRequired
- Document ContentRequired
- Export Formats
Action
Search or write

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!