Google Docs + Erxes Integration

Integrate Erxes to Google Docs in one click, or tell Integrately AI how you want each submission handled. Create documents from templates, append customer notes, update files, and organize records automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Google Docs
    Document is created in Google Docs
  • Google Docs
    Document is created in folder in Google Docs
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
Arrow Right
2.
  • Google Docs
    Create document from template in Google Docs
  • Google Docs
    Append text to document in Google Docs
  • Google Docs
    Upload document in Google Docs
  • Google Docs
    Get document content in Google Docs
  • Google Docs
    Search folder in Google Docs
  • Google Docs
    Create document in Google Docs
  • Google Docs
    Search document in Google Docs

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Ready Workflows Ready Workflows for Erxes + Google Docs Integration

Capture form submissions, create documents from templates, append customer notes, update files, and organize records, all in just one click.

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Connect more apps to your Erxes + Google Docs flow

Route customer details to your CRM, notify your team on messaging apps, and save supporting files instantly. Pick a combination and activate it in one click.

Google Docs
Erxes
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
+
HubspotHubspot (3)
+
NotionNotion (3)
+
TypeformTypeform (3)
E
G
S
Add every Erxes form submission to Google Docs, and notify your sales team instantly in Slack
Erxes form submissions turn into structured Google Docs documents instantly while Slack alerts your sales team, removing manual data entry.
E
G
S
When a new customer is created in Erxes, create a Google Docs document from template and alert the team in Slack
New Erxes customers generate formatted Google Docs templates automatically with instant Slack team notifications.
E
G
S
When a company is created in Erxes, upload supporting files to Google Docs and notify your account channel in Slack
Erxes company records trigger Google Docs uploads and team notifications in Slack instantly.

Supported triggers and actions for Google Docs and Erxes

Mix and match to build the exact automation you need

Google Docs
Google Docs Triggers & Actions
Document is created in Google Docs
Triggers the automation when a new document is created
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Document is created in folder in Google Docs
Triggers the automation when a new document is created in a folder
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Create document from template in Google Docs
Generates a new document using a pre-designed template
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Append text to document in Google Docs
Adds text to a document
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Upload document in Google Docs
Uploads a document to the system
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Get document content in Google Docs
Retrieves the text or data within a document
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Search folder in Google Docs
Searches for a folder
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Create document in Google Docs
Generates a new document
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Search document in Google Docs
Locates and retrieves document based on search criteria
Try it →
Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
Try it →
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it →
Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it →
Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
Try it →
Instant
Company is created in Erxes
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Erxes
Triggers the automation when a company is updated
Try it →
Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
Try it →
Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it →
Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it →
Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it →
Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it →
No action is available

What can you automate with Erxes + Google Docs?

Turn incoming Erxes chatbot data and form submissions into professionally formatted Google Docs documents effortlessly.

What you can automate?
📄
Generate documents from Erxes form submissions
Automatically create a new Google Docs document the exact moment a form submission is received in Erxes. Eliminate manual copying and keep all incoming lead data neatly archived.
📋
Capture every submitted conversation field
Map all custom questions, customer inputs, and form data from Erxes straight into structured Google Docs files. Ensure your documentation contains every detail submitted by users.
🔔
Trigger instant team notifications
Alert your team members or support channels immediately whenever Erxes creates a new customer profile or receives a high-priority form submission.
🔀
Route records based on form selections
Apply conditional logic to your Erxes submissions so enterprise leads generate customized Google Docs templates while standard inquiries use default layouts.
✍️
Append ongoing customer notes automatically
Update existing Google Docs files with new customer messages and profile updates from Erxes without creating duplicate documents.
🔍
Search and append instead of creating duplicates
Locate existing customer files in Google Docs using Erxes customer identifiers, appending fresh conversation logs directly to the correct record.
📌
Handle knowledge base and company updates
Sync new knowledge base articles and company creations in Erxes directly into structured Google Docs documentation files for editorial review.
💬
Extend workflows to team messaging apps
Connect your Erxes and Google Docs automation to Slack or Gmail to notify stakeholders and send automated confirmation emails for every new document.
And much more...

Who is Erxes + Google Docs integration for?

Customer success teams, operations managers, and support leads who need to turn incoming chatbot conversations and form submissions into structured documents instantly without manual copy-pasting.

Analytics managers
Analytics managers
Support leads
Support leads
Account managers
Account managers
Customer support teams
Customer support teams
Onboarding specialists
Onboarding specialists
Compliance officers
Compliance officers
📈
Analytics managers
You report on customer form submissions and chatbot engagement but your document logs are always outdated because someone exports data by hand — this integration means every new submission populates Google Docs instantly and your reports stay accurate.
Support leads
You need to act fast when new customer inquiries arrive, but manual data entry slows down your response time and leaves documentation gaps — automating both apps means every inquiry generates a Google Docs record the moment it hits Erxes.
🤝
Account managers
You answer to clients who want to see onboarding progress and profile documentation, but assembling files manually delays your updates — connecting these apps means client profiles and company records are generated in Google Docs automatically.
📊
Customer support teams
The volume of incoming Erxes form submissions is too high for anyone to keep up with by hand, leading to missed records — with this integration, every customer submission creates a structured document in Google Docs without manual effort.
🔄
Onboarding specialists
You own the customer setup process and depend on team members upstream to hand over customer details from Erxes chats — automating both apps means new customer creation instantly triggers document templates in Google Docs for your team.
🗂️
Compliance officers
You need a reliable history of all customer interactions and company creations, but manual record-keeping keeps missing entries — this integration means every Erxes event is securely archived in Google Docs with zero gaps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Google Docs + Erxes

Build and manage your Google Docs + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Google Docs + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Erxes to Google Docs?
Frequently Asked Questions
You can connect Erxes to Google Docs in 1 click using ready workflows on Integrately, or use Integrately AI to build custom flows with Slack, Gmail, Google Drive, Hubspot, Notion, and Typeform.
Can I automatically create Google Docs documents from Erxes form submissions?
Frequently Asked Questions
Can I connect Erxes, Google Docs, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Erxes and Google Docs?
Frequently Asked Questions
How does Erxes data sync with Google Docs?
Frequently Asked Questions
Can I use templates in Google Docs with Erxes triggers?
Frequently Asked Questions
Do I need coding skills to automate Erxes and Google Docs?
Frequently Asked Questions
Is the Erxes and Google Docs integration free?
Frequently Asked Questions
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