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RAYNET CRM v2
Google Docs

Connect RAYNET CRM v2 and Google Docs

Explore ready-made RAYNET CRM v2 and Google Docs templates and start automating in minutes.

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Create a custom workflow

Integrate RAYNET CRM v2 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.

RAYNET CRM v2
Trigger: React to webhook
Google Docs
Action: Select an action
1. Select a trigger

  • Activates when a watched webhook is triggered.

  • Lists all changed or new phone call records since the last call of the module or since a specified date.

  • Lists all changed or new email records since the last call of the module or since a specified date.

  • Lists all changed or new event records since the last call of the module or since a specified date.

  • Lists all changed or new letter records since the last call of the module or since a specified date.

  • Lists all changed or new mass email records since the last call of the module or since a specified date.

  • Lists all changed or new meeting records since the last call of the module or since a specified date.

  • Lists all changed or new task records since the last call of the module or since a specified date.

  • Lists all changed deal records since the last call of the module or since a specified date.

  • Lists all changed price list records since the last call of the module or since a specified date.

  • Lists all changed product records since the last call of the module or since a specified date.

  • Lists all changed project records since the last call of the module or since a specified date.

  • Lists all changed quote records since the last call of the module or since a specified date.

  • Lists all changed sales order records since the last call of the module or since a specified date.

  • Lists all changed account records since the last call of the module or since a specified date.

  • Lists all changed contact records since the last call of the module or since a specified date.

  • Lists all changed lead records since the last call of the module or since a specified date.

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 RAYNET CRM v2 and Google Docs.

Account: add address
Adds address to an account. This address will be non-primary.
Action
Account: delete address
Deletes an account address.
Action
Account: modify address
Modifies an account address.
Action
Add a Document Tab
Adds a tab to a Google Docs document.
Action
Add deal participant
Adds a participant to a deal - either a contact, or an account.
Search
Add project participant
Adds a participant to a project - either a contact, or an account.
Search
Add tag to account
Adds a tag to an account record.
Action
Add tag to contact
Adds a tag to a contact record.
Action
Create a Document
Creates a new Google document by adding the content of HTML format.
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.