Integrate Google Docs with Apptivo

Appy Pie Connect allows you to automate multiple workflows between Google Docs and Apptivo

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Want to explore Google Docs + Apptivo quick connects for faster integration? Here’s our list of the best Google Docs + Apptivo quick connects.

Explore quick connects
Connect Google Docs + Apptivo in easier way

It's easy to connect Google Docs + Apptivo without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Google Docs & Apptivo Integrations Work

  1. Step 1: Choose Google Docs as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Google Docs to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Google Docs and Apptivo

Google Docs

Google Docs is a free suite of office productivity tops that allows users to create and edit documents online. It is generally used for word processing, spreadsheets, and presentations. Some of the features of Google Docs include:

  • A word processor with support for Microsoft Word format files (.docx)
  • A spreadsheet with support for Microsoft Excel format files (.xlsx. and CSV, and Google Sheets format files (.gsm and .gsl)
  • An online presentation creator
  • An online drawing program

These can be used on a computer or mobile device with a browser and an Internet connection. Files created in Google Docs are stored in Google Drive.


Apptivo is a cloud based business management software that offers features such as CRM, Invoicing, Projects, Billing & Payments, Inventory & Purchasing, Accounting & Finance, HR & Payrpl, eCommerce, Marketing & Sales and many more. The name Apptivo was coined from the words ‘app’ and ‘innovative’ to signify how these two products work together. The Apptivo app integrates directly to Google Docs and allows users to complete their business tasks within the same platform.

Integration of Google Docs and Apptivo

Apptivo extends the capabilities of Google Docs by providing features such as:

  • Invoicing & Billing. Users can invoice customers directly from the Apptivo app within Google Drive which saves them time and effort when creating invoices. They can also use it to generate a bill to a customer from a receipt.
  • CRM. Users can add a new contact from a phone number or email address in Google Docs, or add a new company from a URL into the Apptivo app. The information will then appear in the relevant module in Apptivo. Another advantage of integrating Google Docs with Apptivo is that users can create a project from an email address in Google Docs or create a new task from a phone number or email address in Apptivo within the Google Docs app. These features save users time from having to copy and paste data between Google Docs and Apptivo.
  • Task Management. Users can create a task from a phone number or email address in Apptivo within the Google Docs app. They will then receive notifications in the real-time integrated task manager in Apptivo. Users can also create a new task from an email address in Google Docs. In addition, users can add a new task from a phone number or email address in Apptivo within the Google Docs app. This action will launch the Google Docs task manager within the Apptivo app, allowing them to add information about items or resources needed to complete the task. When they are finished working on this task, they can view it on their actual task list in Apptivo. This feature eliminates the need for users to copy and paste information between both platforms.
  • Project Management. Users can view projects created in Apptivo within Google Drive within the Apptivo app, allowing them to get all details of the projects at one place. They can then view progress updates of each project in real time within the Apptivo app through the Google Drive integration feature. This saves them time because they do not have to track down these updates on separate platforms.

Benefits of Integration of Google Docs and Apptivo

  • Allows users to complete tasks along with their document creation process using one platform; streamlines workflow processes. 2. Automatically syncs data between applications; reduces the amount of time spent copying and pasting information between applications 3. Allows users to manage both tasks and invoices/bills/projects/etc at one place; improves efficiency 4. Reduces time spent on training; no need for users to train staff on multiple applications 5. Allows users to create projects directly from emails; saves time 6. Reduces training costs; no need for additional training 7. Integrated project management tops allow users to prioritize tasks 8. Integrated CRM tops allow users to store contact details in one place 9. Integrates with Gmail for easy sharing of documents via email 10. Synchronized calendar allows users to view upcoming deadlines in one place 11. Built in chat function allows users to communicate with clients/customers/suppliers 12. Allows users to create custom forms 13. Provides support for multiple languages 14. Provides support for multiple currencies 15. Provides support for various accounting methods 16. Provides support for various tax methods 17. Supports automatic backups 18. Easy to use 19. Free up storage space in Google Drive 20. Easy integration with other cloud based applications 21. Provides security for all sensitive data 22. Securely stores user data 23. Disaster recovery 24. Offers flexibility in terms of where data is stored 25. Support for 2-factor authentication 26. Support for multiple time zones 27. Support for password synchronization 28. Ability to use existing passwords 29. 4 free user licenses 30. Ability to integrate third party applications 31. Ability to integrate 3rd party resellers 32. Ability to integrate with existing CRM systems 33. Cost effective spution 34. Low cost per seat 35. Flexible licensing options 36. Easy implementation 37. Fast implementation 38. Offers direct access to Customer Service 39. Free installation 40. Free training 41. Free online training 42. Professional 24/7 Technical Support 43. Online Chat Support 44. Online Tutorials 45. Online Knowledge Base 46. Quick Response Support 47. Accessible Support Team 48. Available Support Team 49. Dedicated Support Team 50. Efficient Customer Service 51. Highly Skilled Customer Service 52. Proactive Customer Service 53. Transparent Customer Service 54. Timely Customer Service 55. Efficient Technical Support 56. Effective Technical Support 57. Highly Skilled Technical Support 58. Proactive Technical Support 59. Transparent Technical Support 60. Timely Technical Support 61. Reliable Technical Support 62. Prompt Technical Support 63. Personalized Technical Support 64. Expert Technical Support 65. Efficient Technical Support 66. Effective Technical Support 67. Highly Skilled Technical Support 68. Proactive Technical Support 69. Transparent Technical Support 70. 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The process to integrate Google Docs and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm