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.

Wild Apricot
Trigger: Contact created or modified
Google Docs
Action: Select an action
1. Select a trigger
  • Fires almost immediately after contact was created or modified. This is a recommended replacement for 'Contact modified (obsolete)' module.

  • WARNING: This trigger is obsolete, we recommend to use "Contact modified - instant" module. This trigger fires when a contact data was modified. You could select a date, from which to monitor contact modifications. If you choose some date in the past, you will get all contacts modified since that date.

  • Fires when an event was either created, updated or deleted.

  • Fires when event registration is created, updated, canceled or deleted. Also fires on RSVP response.

  • Warning: this module is obsolete. Use "Invoice created or modified" instead. This trigger fires when a new invoice is created in your Wild Apricot account

  • Fires when invoice is created, modified, voided or deleted.

  • This trigger fires when a new audit log item created. Records does not contain detailed information about related documents. If you need more details, please use 'Get audit log item details' module.

  • Fires when payment is created, updated, canceled or deleted.

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)