Automate Meets with Google Docs
Unlock the superpowers of Meets + Google Docs and automate your tasks without having to write a single line of code.
Meets and Google Docs
your way
Check out the available triggers and actions in the automation of apps Meets + Google Docs
Won opportunity
For each conquered opportunity on MeetsTrigger
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Lost opportunity
For each lost opportunity on MeetsTrigger
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Add or update opportunity
register an opportunity on MeetsAction
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin
City
State
Create document
create a document on Google DocsAction
Title Required
Text Required
Folder
Autopopulate a document from a template
Autopopulate a document in Google Docs from a templateAction
Document name Required
Document access permission Required
Access permission
Folder
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Automate Meets and Google Docs
with Pluga integrationsExplore automation templates
For each conquered opportunity on Meets, create a document on Google Docs
EXPLOREFor each lost opportunity on Meets, create a document on Google Docs
EXPLOREFor each conquered opportunity on Meets, autopopulate a document in Google Docs from a template
EXPLOREFor each lost opportunity on Meets, autopopulate a document in Google Docs from a template
EXPLOREMiss an automation with this apps?
Say to us!How to integrate apps with Pluga?
Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.
Automate Meets + Google Docs
and say goodbye to manual (and tedious) tasks!
By connecting the apps you use through Pluga, you can automate various processes in your routine and have time for tasks that really matter. Meets
CRMMeets is a CRM platform designed to simplify and streamline contact management. The app allows you to visualize your entire sales process, tracking the right activities to be performed.
Integrations with Meets Visit MeetsGoogle Docs
DocumentGoogle Docs is an online text editor that allows for the creation, editing, and sharing of documents by and with anyone - provided they have an internet connection and a device to access it.
Integrations with Google Docs Visit Google Docs