Guide

How to create new tickets in HubSpot for newly added Google Docs

Learn how to set up a Relay playbook that automatically creates a new ticket in HubSpot whenever a document is added to a specified folder in Google Docs. Streamline your support workflow by setting up an automated process that generates new tickets in HubSpot whenever documents are added to a specific folder in Google Docs. Enhance efficiency and ensure timely resolution of customer inquiries with this seamless integration between Google Docs and HubSpot.
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Trigger
Last triggered
Google Docs logoDocument added to folder
HubSpot logoCreate ticket
1

Add the Google Docs "Document added to folder" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Document added to folder" under Google Docs. Then, select the parent folder you want to monitor. This trigger will automatically detect all the new documents added to the specific folder in Google Docs to create new tickets in HubSpot.

If this is your first time using a Google Docs integration in Relay, you'll be prompted to connect your Google Docs account.

2

Add the HubSpot "Create ticket" automation

Integrate the HubSpot automation into your playbook to ensure the prompt creation of new tickets in HubSpot for every new file added in a specific folder in Google Docs. Add a new step and select "Create ticket" from the list of HubSpot automations.

Connect HubSpot to Relay if you haven't already, then fill out mandatory and relevant details. You can reference fields from Google Docs to automatically pass along the right data.

3

Turn on the playbook

Activating your playbook is the final step to automate creating new tickets in HubSpot for every new file added to a specific folder in Google Docs. Once turned on, it will respond to new files added in specific folders in Google Docs by creating new tickets in HubSpot without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are sent correctly.

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