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How to connect Google contacts and Google docs
Create a New Scenario to Connect Google contacts and Google docs
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google contacts, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google contacts or Google docs will be your first step. To do this, click "Choose an app," find Google contacts or Google docs, and select the appropriate trigger to start the scenario.
Add the Google contacts Node
Select the Google contacts node from the app selection panel on the right.
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Configure the Google contacts
Click on the Google contacts node to configure it. You can modify the Google contacts URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Google docs Node
Next, click the plus (+) icon on the Google contacts node, select Google docs from the list of available apps, and choose the action you need from the list of nodes within Google docs.
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Authenticate Google docs
Now, click the Google docs node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google docs settings. Authentication allows you to use Google docs through Latenode.
Configure the Google contacts and Google docs Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Google contacts and Google docs Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Google contacts, Google docs, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Google contacts and Google docs integration works as expected. Depending on your setup, data should flow between Google contacts and Google docs (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Google contacts and Google docs
Google Contacts + Google Docs + Slack: When a new contact is added to Google Contacts, a personalized welcome letter is created in Google Docs using contact information. A notification is then sent to a Slack channel informing the team about the new contact and the created welcome letter.
Google Contacts + Google Docs + Google Sheets: When a new document is created in Google Docs, the automation searches for a corresponding contact in Google Contacts based on the document's name or content. If a contact is found, the document details (name, link) are added to a tracking spreadsheet in Google Sheets.
Google contacts and Google docs integration alternatives
About Google contacts
Sync Google Contacts with Latenode to automate contact management. Update records, trigger follow-ups, or enrich profiles based on events in other apps. Avoid manual data entry; use Latenode’s visual builder to create flows that sync contacts across your marketing and sales tools, adding custom logic without coding.
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About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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FAQ Google contacts and Google docs
How can I connect my Google contacts account to Google docs using Latenode?
To connect your Google contacts account to Google docs on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google contacts and click on "Connect".
- Authenticate your Google contacts and Google docs accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create personalized documents from contact data?
Yes, you can! Latenode lets you automatically populate Google Docs templates with Google Contacts data, creating personalized letters or reports effortlessly. Scale workflows using Javascript blocks.
What types of tasks can I perform by integrating Google contacts with Google docs?
Integrating Google contacts with Google docs allows you to perform various tasks, including:
- Automatically generating personalized welcome letters for new contacts.
- Creating mailing lists with contact details directly in Google docs.
- Populating contract templates with customer information from Google contacts.
- Generating reports summarizing contact data and activities.
- Updating contact information in documents based on changes in Google contacts.
How does Latenode handle contact data security and privacy?
Latenode uses secure authentication and encryption to protect your data. Control data access via granular permissions, and scale with robust JavaScript functions.
Are there any limitations to the Google contacts and Google docs integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting may require custom JavaScript code.
- Large-scale document generation can be subject to Google API rate limits.
- Attachment handling within Google Docs is subject to Google's file size limits.
