Connect Capsule CRM and Google Docs integrations
Connect Capsule CRM 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 Capsule CRM 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.
Checks if a new case was created.
Checks if a new opportunity was created.
Checks if a new party was created.
Checks if a new task was created.
Triggers when an opportunity is created, updated or deleted.
Triggers when a party is created, updated or deleted.
Triggers when a case is created, updated or deleted.
Triggers when a task is created, updated or deleted.
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.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Capsule CRM and Google Docs integrations.
Create custom Capsule CRM and Google Docs workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Creates a new case.
Creates a new party, opportunity or case custom field.
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 opportunity milestone.
Creates a new party.
Defines a new party, opportunity or case tag.
Popular Capsule CRM and Google Docs workflows.
Looking to get more out of Capsule CRM and Google Docs? With Make you can visually integrate Capsule CRM 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 ->Create a new Google Doc for every new row in Google Sheets with content from Anthropic Claude
Use this automation to generate a Google Docs document for each new row in Google Sheets, featuring a personalized message from Anthropic Claude, streamlining document creation.
TRY IT ->Append new content to Google Docs from Google Sheets with generated responses from Perplexity AI
Use this template to append data to Google Docs with Perplexity AI responses, triggered from Google Sheets streamlining content updates and AI-driven insights.
TRY IT ->Create and manage documents in Google Docs with messages from Anthropic Claude
Send contents from a Google Doc to Anthropic Claude and create another Google Docs document. Streamline document creation by integrating Google Docs and Anthropic Claude efficiently.
TRY IT ->Generate a new Google Docs with 2 Claude prompts, Perplexity AI and filtered Google Sheets rows
Use this automation to periodically filter Google Sheets rows and generate AI chat completions with Perplexity AI and 2 Anthropic Claude prompts, then create a Google Docs document.
TRY IT ->Create a new Google Docs document for every Perplexity AI (2 prompts) response
This automation creates documents using AI responses with Perplexity AI and Google Docs for each interaction, enhancing record-keeping and collaboration.
TRY IT ->Append content to Google Docs with Anthropic Claude
This template will append content to Google Docs and uses responses with Anthropic Claude. Streamline document updates and communication effortlessly with this powerful integration.
TRY IT ->Monitor Slack group channels and generate responses with Perplexity AI and OpenAI's assistant and Google Docs
Monitor Slack group messages and generate AI-driven responses with Perplexity AI and 2 OpenAI's assistant prompts, then insert the result as a paragraph in Google Docs for streamlined communication management.
TRY IT ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
