Connect Google Docs to Capsule CRM

Both apps 110Google Docs 40Capsule CRM 70

• Trigger
  Document Deleted

  Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

• Trigger
  Document Placeholder Filled

  Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

• Trigger
  Document Search Update

  Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

• Trigger
  Document Structure Changed

  Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

• Trigger
  Document Updated

  Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

• Trigger
  Document Word Count Threshold

  Triggers when a Google Doc's word/character count crosses a user-defined threshold. This trigger monitors a specific Google Doc and fires when its word or character count becomes greater than or equal to the configured threshold value.

• Trigger
  Keyword Detected in Document

  Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.

• Trigger
  New Document Added

  Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.

• Trigger
  New Document Created

  Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

• Trigger
  New Folder Created in Root

  Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory.

• Action
  Copy Document

  Tool to create a copy of an existing google document. use this to duplicate a document, for example, when using an existing document as a template. the copied document will have a default title (e.g., 'copy of [original title]') if no new title is provided, and will be placed in the user's root google drive folder.

• Action
  Create Document

  Creates a new google docs document using the provided title as filename and inserts the initial text at the beginning if non-empty, returning the document's id and metadata (excluding body content).

• Action
  Create Document Markdown

  Creates a new google docs document, optionally initializing it with a title and content provided as markdown text.

• Action
  Create Footer

  Tool to create a new footer in a google document. use when you need to add a footer, optionally specifying its type and the section it applies to.

• Action
  Create Footnote

  Tool to create a new footnote in a google document. use this when you need to add a footnote at a specific location or at the end of the document body.

• Action
  Create Header

  Tool to create a new header in a google document. use this tool when you need to add a header to a document, optionally specifying the section it applies to.

• Action
  Create Named Range

  Tool to create a new named range in a google document. use this to assign a name to a specific part of the document for easier reference or programmatic manipulation.

• Action
  Create Paragraph Bullets

  Tool to add bullets to paragraphs within a specified range in a google document. use when you need to format a list or a set of paragraphs as bullet points.

• Action
  Delete Content Range

  Tool to delete a range of content from a google document. use when you need to remove a specific portion of text or other structural elements within a document.

• Action
  Delete Footer

  Tool to delete a footer from a google document. use when you need to remove a footer from a specific section or the default footer.

• Action
  Delete Header

  Deletes the header from the specified section or the default header if no section is specified. use this tool to remove a header from a google document.

• Action
  Delete Named Range

  Tool to delete a named range from a google document. use when you need to remove a previously defined named range by its id or name.

• Action
  Delete Paragraph Bullets

  Tool to remove bullets from paragraphs within a specified range in a google document. use when you need to clear bullet formatting from a section of a document.

• Action
  Delete Table

  Tool to delete an entire table from a google document. use when you have the document id and the specific start and end index of the table element to be removed. the table's range can be found by inspecting the document's content structure.

• Action
  Delete Table Column

  Tool to delete a column from a table in a google document. use this tool when you need to remove a specific column from an existing table within a document.

• Action
  Delete Table Row

  Tool to delete a row from a table in a google document. use when you need to remove a specific row from an existing table.

• Action
  Get Document By Id

  Retrieves an existing google document by its id; will error if the document is not found.

• Action
  Insert Inline Image

  Tool to insert an image from a given uri at a specified location in a google document as an inline image. use when you need to add an image to a document programmatically.

• Action
  Insert Page Break

  Tool to insert a page break into a google document. use when you need to start new content on a fresh page, such as at the end of a chapter or section.

• Action
  Insert Table Action

  Tool to insert a table into a google document. use when you need to add a new table at a specific location or at the end of a segment (like document body, header, or footer) in a document.

• Action
  Insert Table Column

  Tool to insert a new column into a table in a google document. use this tool when you need to add a column to an existing table at a specific location.

• Action
  Insert Text Action

  Tool to insert a string of text at a specified location within a google document. use when you need to add new text content to an existing document.

• Action
  Replace All Text

  Tool to replace all occurrences of a specified text string with another text string throughout a google document. use when you need to perform a global find and replace operation within a document.

• Action
  Replace Image

  Tool to replace a specific image in a document with a new image from a uri. use when you need to update an existing image within a google doc.

• Action
  Search Documents

  Search for google documents using various filters including name, content, date ranges, and more.

• Action
  Unmerge Table Cells

  Tool to unmerge previously merged cells in a table. use this when you need to revert merged cells in a google document table back to their individual cell states.

• Action
  Update Document Markdown

  Replaces the entire content of an existing google docs document with new markdown text; requires edit permissions for the document.

• Action
  Update Document Style

  Tool to update the overall document style, such as page size, margins, and default text direction. use when you need to modify the global style settings of a google document.

• Action
  Update Existing Document

  Applies programmatic edits, such as text insertion, deletion, or formatting, to a specified google doc using the `batchupdate` api method.

• Action
  Update Table Row Style

  Tool to update the style of a table row in a google document. use when you need to modify the appearance of specific rows within a table, such as setting minimum row height or marking rows as headers.

• Trigger
  List projects

  list projects (cases/kases), surfacing new ones over time

• Trigger
  List tasks

  list tasks, surfacing new ones over time

• Trigger
  New case

  Polls for newly created cases in Capsule CRM.

• Trigger
  New opportunity

  Polls for newly created opportunities in Capsule CRM.

• Trigger
  New organization

  Polls for newly created organizations in Capsule CRM.

• Trigger
  New person

  Polls for newly created people in Capsule CRM.

• Trigger
  New task

  Polls for newly created tasks in Capsule CRM.

• Trigger
  New user

  Polls for newly created user accounts in Capsule CRM.

• Action
  Add additional party to opportunity

  add an additional party to an opportunity

• Action
  Add Task

  Add a task in Capsule CRM (POST /api/v2/tasks), optionally linked to a party.

• Action
  Complete a task

  Marks a task as completed in Capsule CRM.

• Action
  Create a case

  Creates a new case (kase) in Capsule CRM, optionally linked to a party.

• Action
  Create a new task for organization

  This action creates a new task for the specified organization.

• Action
  Create an open case for organization

  This action creates a new open case for the specified organization.

• Action
  Create an open case for person

  This action creates a new open case for the specified person.

• Action
  Create an organization

  Creates a new organization party in Capsule CRM.

• Action
  Create a note

  Creates a new note (entry) attached to a party, opportunity, or case in Capsule CRM.

• Action
  Create a person

  Creates a new person party in Capsule CRM.

• Action
  Create a tag for organization

  This action creates a new tag for the specified organization.

• Action
  Create a tag for person

  This action creates a new tag for the specified person.

• Action
  Create entry

  create an activity entry

• Action
  Create opportunity

  create an opportunity

• Action
  Create party

  create a party (person or organization)

• Action
  Create project

  create a project (case)

• Action
  Create tag

  create a tag for an entity type

• Action
  Delete a party

  Deletes a party by id in Capsule CRM.

• Action
  Delete entry

  delete an activity entry

• Action
  Delete opportunity

  delete an opportunity

• Action
  Delete project

  delete a project

• Action
  Delete tag

  delete a tag

• Action
  Delete task

  delete a task

• Action
  Get Party

  Get a party (person or organization) in Capsule CRM, including its custom fields both raw and flattened by field-definition id.

• Action
  List additional parties for opportunity

  list additional parties on an opportunity

• Action
  List cases

  Lists cases (kases) in Capsule CRM.

• Action
  List deleted opportunities

  list deleted opportunities

• Action
  List deleted parties

  list deleted parties

• Action
  List deleted projects

  list deleted projects

• Action
  List employees of party

  list people employed at an organization party

• Action
  List entries by date

  list activity entries by date

• Action
  List entries for entity

  list activity entries for a party/opportunity/project

• Action
  List opportunities

  Lists sales opportunities in Capsule CRM.

• Action
  List opportunities by party

  list opportunities for a party

• Action
  List parties

  Lists parties (people and organizations) in Capsule CRM.

• Action
  List projects associated with opportunity

  list projects associated with an opportunity

• Action
  List projects by party

  list projects for a party

• Action
  List tags

  list tags for an entity type

• Action
  List teams

  list teams

• Action
  List tracks for entity

  list tracks for an entity

• Action
  List users

  list users

• Action
  Remove additional party from opportunity

  remove an additional party from an opportunity

• Action
  Run filter query

  run a saved/ad-hoc filter query for an entity

• Action
  Search opportunities

  search opportunities

• Action
  Search parties

  Searches parties by a free-text query in Capsule CRM.

• Action
  Search projects

  search projects

• Action
  Show current user

  get the authenticated user

• Action
  Show entry

  retrieve an activity entry by ID

• Action
  Show opportunity

  retrieve an opportunity by ID

• Action
  Show project

  retrieve a project by ID

• Action
  Show site config

  get account/site configuration

• Action
  Show tag

  retrieve a tag by ID

• Action
  Show task

  retrieve a task by ID

• Action
  Show user

  retrieve a user by ID

• Action
  Update entry

  update an activity entry

• Action
  Update opportunity

  update an opportunity

• Action
  Update party

  update a party

• Action
  Update project

  update a project

• Action
  Update tag

  update a tag

• Action
  Update task

  update a task

• Action
  Update user

  update a user

• Action
  Upload attachment

  upload an attachment

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.