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MyPreferences 3.0
Google Docs

Connect MyPreferences 3.0 and Google Docs

Explore ready-made MyPreferences 3.0 and Google Docs templates and start automating in minutes.

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Create a custom workflow

Integrate MyPreferences 3.0 with Google Docs and automate the work that moves between them — no code required.

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.

MyPreferences 3.0
Trigger: Watch consents
Google Docs
Action: Select an action
1. Select a trigger

  • Triggers when a consent is created, updated or archived

  • Triggers when a contact element, email address, phone number, mailing address, customer type, and alternate id gets created, updated, or archived

  • Triggers when a custom field gets added, updated, or deleted.

  • Triggers when a group is added, updated, or deleted.

  • Triggers when a preference is created, updated or archived

  • Triggers when a profile is created or updated

  • Triggers when an standard profile field is updated.

  • Triggers when a tag is added or deleted for a profile.

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)

Triggers and actions

Explore what you can automate between MyPreferences 3.0 and Google Docs.

Add a Document Tab
Adds a tab to a Google Docs document.
Action
Create a Document
Creates a new Google document by adding the content of HTML format.
Action
Create a Document from a Template
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.
Action
Create a Profile
Submits a user’s profile, preference, and consent information to create a unique profile record. The response will include a system generated profileId that can be used to retrieve or edit the profile later.
Action
Delete a Document
Deletes a document.
Action
Download a Document
Downloads a document to a required format.
Action
Get Content of a Document
Gets a content of a document.
Action
Initiate a Segment Export
Initiates a segment export specifying a segment name.
Action
Insert a Paragraph to a Document
Inserts or appends a new paragraph to an existing document.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.