How to connect Instantly and Google docs
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Google docs will be your first step. To do this, click "Choose an app," find Instantly or Google docs, and select the appropriate trigger to start the scenario.

Add the Instantly Node
Select the Instantly node from the app selection panel on the right.

Instantly
Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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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Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Google docs integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Google docs
Instantly + Google Docs + Slack: When a new lead is created in Instantly, a new document is created in Google Docs from a template. Then, a notification is sent to a Slack channel to inform the sales team about the new proposal document.
Google Docs + Instantly + Pipedrive: When a new document is created in Google Docs, the text content is extracted and sent via Instantly to a lead. The action is logged in Pipedrive as an activity for that lead.
Instantly and Google docs integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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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See how Latenode works
FAQ Instantly and Google docs
How can I connect my Instantly account to Google docs using Latenode?
To connect your Instantly account to Google docs on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Google docs accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Google Docs from Instantly campaign data?
Yes, you can! Latenode’s advanced logic and no-code blocks let you automatically update Google Docs with data from your Instantly campaigns. Get real-time performance reports and shareable insights effortlessly.
What types of tasks can I perform by integrating Instantly with Google docs?
Integrating Instantly with Google docs allows you to perform various tasks, including:
- Create Google Docs summaries of Instantly campaign performance.
- Automatically populate Google Docs templates with lead data.
- Log Instantly campaign results into a Google Sheets document.
- Generate personalized Google Docs reports for each Instantly lead.
- Archive successful Instantly campaign copy in Google Drive.
HowdoIhandleInstantlyeventsbasedoncontentinGoogleDocsdocuments?
Latenode’s flexible logic allows you to trigger Instantly actions based on content changes within Google Docs, creating dynamic and automated workflows.
Are there any limitations to the Instantly and Google docs integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex formatting from Google Docs may not transfer perfectly.
- Large Google Docs files may impact workflow processing speed.
- Real-time updates depend on the Instantly and Google docs API limits.