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How to connect Kommo and Google docs
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Google docs will be your first step. To do this, click "Choose an app," find Kommo or Google docs, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Google docs Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and Google docs integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Google docs
Kommo + Google Docs + Slack: When a deal reaches a specific stage in Kommo, a contract is generated in Google Docs by replacing placeholders in a template. The sales team is then notified via a Slack channel message.
Google Docs + Kommo + Pipedrive: When a new document is created in Google Docs, representing a filled lead form, a new lead is created in Kommo and a corresponding deal is created in Pipedrive.
Kommo and Google docs integration alternatives
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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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
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FAQ Kommo and Google docs
How can I connect my Kommo account to Google docs using Latenode?
To connect your Kommo account to Google docs on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Google docs accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Google docs from new Kommo leads?
Yes, you can! Latenode's visual editor makes it easy to trigger document creation from new leads, automatically populating templates with lead data to streamline your processes.
What types of tasks can I perform by integrating Kommo with Google docs?
Integrating Kommo with Google docs allows you to perform various tasks, including:
- Create personalized documents when a lead reaches a specific stage.
- Update a Google Sheets spreadsheet with new contact information from Kommo.
- Generate reports in Google docs based on sales data from Kommo.
- Automatically archive Kommo leads data into Google Drive folders.
- Send document links from Google docs to Kommo as contact notes.
Can I use custom JavaScript code within my Kommo + Google docs automations?
Yes! Latenode allows you to enhance your workflows with custom JavaScript for advanced data manipulation or API interactions beyond the standard integration.
Are there any limitations to the Kommo and Google docs integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting might require custom scripting.
- Very high-volume document generation could be subject to Google API usage limits.
- Real-time synchronization of large datasets may experience slight delays.
