Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Autopilot by Ortto
Trigger: Watch Events
Google Docs
Action: Select an action
1. Select a trigger
  • Responds to events (contact added, updated, unsubscribed, added to list, removed from list, entered segment and left segment). Will return related contact ID, contact and possibly related list ID or segment ID.

2. Select an action
  • Adds a tab to a Google Docs document.

  • 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. {{name}}, {{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 or appends a new paragraph to an existing 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.

  • Makes all links in a document clickable.

  • Performs an arbitrary authorized API call.

  • Replaces an old text by a new text in a document.

  • 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.

Select a trigger and an action

Create workflow (opens in a new tab)