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How to connect Google docs and Kommo
Create a New Scenario to Connect Google docs and Kommo
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 docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or Kommo will be your first step. To do this, click "Choose an app," find Google docs or Kommo, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
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Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Kommo Node
Next, click the plus (+) icon on the Google docs node, select Kommo from the list of available apps, and choose the action you need from the list of nodes within Kommo.
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Authenticate Kommo
Now, click the Kommo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Kommo settings. Authentication allows you to use Kommo through Latenode.
Configure the Google docs and Kommo 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 docs and Kommo 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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Save and Activate the Scenario
After configuring Google docs, Kommo, 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 docs and Kommo integration works as expected. Depending on your setup, data should flow between Google docs and Kommo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Google docs and Kommo
Google Docs + Kommo + Slack: When a new Google Doc is created, its content is appended to a Kommo lead's notes, and a Slack message is sent to a specified channel to notify the sales team.
Kommo + Google Docs + Google Sheets: When a new lead is created in Kommo, a Google Docs document is created from text, and data from the lead is added as a new row in a Google Sheet for reporting purposes.
Google docs and Kommo integration alternatives
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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About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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See how Latenode works
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FAQ Google docs and Kommo
How can I connect my Google docs account to Kommo using Latenode?
To connect your Google docs account to Kommo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google docs and click on "Connect".
- Authenticate your Google docs and Kommo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Kommo leads from Google docs form submissions?
Yes, with Latenode, easily create Kommo leads from new Google docs form submissions. Use our visual editor for seamless automation, reducing manual data entry and improving lead management.
What types of tasks can I perform by integrating Google docs with Kommo?
Integrating Google docs with Kommo allows you to perform various tasks, including:
- Creating new Kommo contacts from Google docs form entries.
- Updating Kommo deal stages based on Google docs content changes.
- Generating personalized documents using Kommo data in Google docs.
- Archiving Kommo deal information into dedicated Google docs files.
- Triggering Kommo tasks when a Google docs document is modified.
Can I use JavaScript to manipulate data between Google docs and Kommo?
Yes, Latenode lets you use JavaScript code to transform data between Google docs and Kommo for advanced use cases and customized workflows.
Are there any limitations to the Google docs and Kommo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting in Google docs might not fully translate to Kommo fields.
- Rate limits imposed by Google docs and Kommo APIs can affect high-volume workflows.
- Real-time synchronization of very large documents may experience delays.
