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Tookan
Google Docs

Connect Tookan and Google Docs

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

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Create a custom workflow

Integrate Tookan 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.

Google Docs
Trigger: Watch Documents
Tookan
Action: Select an action
1. Select a trigger

  • Triggers when a new document is created or modified in a specific folder.

2. Select an action

  • Used to assign/reassign an unassigned/assigned task or an assigned task to the Agent.

  • Used to assign an agent to your task.

  • Used to auto-assign an unassigned/assigned task.

  • Used to block/unblock the Agent in your account.

  • Used to change the status of a task that has already been created to "canceled".

  • Creates a new customer in Tookan under the specified data source.

  • Creates a new delivery task in Tookan.

  • Creates a new manager in Tookan under the specified data source.

  • Creates a new pickup task in Tookan.

  • Creates a new team in Tookan under the specified data source.

  • Deletes the specified customer object and all its associated data.

  • Deletes the specified manager object and all its associated data.

  • Deletes the specified task object and all its associated data.

  • Deletes the specified team object and all its associated data.

  • Returns agent's task details.

  • Retrieves a team object from your Tookan account.

  • Returns the agent's profile.

  • Performs an arbitrary authorized API call.

  • Used to send push notifications to the logged-in agent(s).

  • This module is used to change the status of a task that has already been created to "start".

  • Updates a customer object in your Tookan account.

  • Used to force update the status of a task.

  • Updates a team object in your Tookan account.

  • Used to update the agent's tags.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Tookan and Google Docs.

Add a Document Tab
Adds a tab to a Google Docs document.
Action
Assign a Task
Used to assign/reassign an unassigned/assigned task or an assigned task to the Agent.
Action
Assign an Agent to a Task
Used to assign an agent to your task.
Action
Auto Assign a Task
Used to auto-assign an unassigned/assigned task.
Action
Block/Unlock an Agent
Used to block/unblock the Agent in your account.
Action
Cancel a Task
Used to change the status of a task that has already been created to "canceled".
Action
Create a Customer
Creates a new customer in Tookan under the specified data source.
Action
Create a Delivery Task
Creates a new delivery task in Tookan.
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.