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Salesforce + Google Docs Integrations

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Connect Salesforce to Google Docs
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Google Docs + your other apps
Related blog posts
FAQ

Salesforce + Google Docs integrations

Salesforce > Google Docs

Trigger

Last triggered

Opportunity stage reached

Copy document

Overview

Connect Salesforce to Google Docs in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Google Docs, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Google Docs, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Google Docs integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use any of these Google Docs actions in your Relay.app workflows.

Preview of Add any Google Docs action to your workflow.

Preview of Use Relay.app's Google Docs integration to trigger actions across your apps

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use any of these Google Docs actions in your Relay.app workflows.

Add any Google Docs action to your workflow.

Use Relay.app's Google Docs integration to trigger actions across your apps

Example Salesforce + Google Docs workflows

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Automatically copy document in Google Docs for each opportunity stage reached in Salesforce

Try it

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Create record automatically in Salesforce for each document added to folder in Google Docs

Try it

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Share document automatically in Google Docs for each opportunity stage changed in Salesforce

Try it

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Copy doc & fill in {{placeholders}} automatically in Google Docs for each record added in Salesforce

Try it

arrow_forward

Share document automatically in Google Docs for each opportunity stage reached in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Custom Slack bot

Automatically respond to Slack messages with AI-powered answers based on company policy documents.

Article Summarizer

Summarize RSS Feed

Action item extractor

Automatic Resume Parsing

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Google Docs Actions

Document

data_object

Copy doc & fill in {{placeholders}}

file_copy

Copy document

add

Create document

download

Export document

Find document(s)

Import file as document

Share document

post_add

Write to document

Google Docs Triggers

Document

place_item

Document added to folder

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Create your own Salesforce + Google Docs integration

Select a trigger in Salesforce

Select an action in Google Docs

Create your workflow

Or automate Google Docs + Salesforce

Select a trigger in Google Docs

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Google Docs to your other apps

How to Turn a Video into a Blog Post using AI

Learn how to automatically convert YouTube tutorial videos into engaging blog posts using AI in a Relay.app workflow. Learn the step-by-step process of using OpenAI Whisper and Claude 3.5 Sonnet to streamline your content creation process.

Jacob Bank

Nov 20, 2024

Tutorials

How to replace images within a Google Docs template

Frustrated by Zapier's inability to insert images in a document template? We feel your pain, which is why we added the ability to do this in Relay. Check out our tutorial to learn how.

Thijs van As

Feb 29, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Google Docs with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Google Docs to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Google Docs to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Google Docs?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Google Docs that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Google Docs—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Salesforce + Google Docs integrations

Screenshots of Salesforce and Google Docs integrations in Relay.app

Example Salesforce + Google Docs workflows

Automatically copy document in Google Docs for each opportunity stage reached in Salesforce

Create record automatically in Salesforce for each document added to folder in Google Docs

Share document automatically in Google Docs for each opportunity stage changed in Salesforce

Copy doc & fill in {{placeholders}} automatically in Google Docs for each record added in Salesforce

Share document automatically in Google Docs for each opportunity stage reached in Salesforce

Inspirational workflows

Custom Slack bot

Article Summarizer

Summarize RSS Feed

Action item extractor

Automatic Resume Parsing

Create your own Salesforce + Google Docs integration

Or automate Google Docs + Salesforce

Connect Salesforce to your other apps

Or connect Google Docs to your other apps

Related blog posts

How to Turn a Video into a Blog Post using AI

How to replace images within a Google Docs template

FAQ

What is Relay.app?

How do I connect Salesforce to Google Docs with Relay.app?

Is Relay.app a Make.com alternative for connecting Salesforce to Google Docs?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?