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Connect Google Docs to Salesforce

Build an AI agent that works across Google Docs and Salesforce, on a schedule or when you click Run.

12 source actions
24 target actions
Reverse direction supported

Why Connect Google Docs & Salesforce?

Read what you need from Google Docs

Your agent uses Google Docs's documented actions to pull the records it needs, each time it runs.

Run a Salesforce action

Then it uses one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Google Docs logo

Google Docs

Triggers (2)

New Document Created (Instant)

Emit new event when a new document is created in Google Docs. See the documentation

webhook
New or Updated Document (Instant)

Emit new event when a document is created or updated in Google Docs. See the documentation

webhook

Actions (12)

Append Text

Append text to an existing document. See the documentation

Create a New Document

Create a new document. See the documentation

Append Image to Document

Appends an image to the end of a document. See the documentation

Create New Document From Template

Create a new Google Docs file from a template. Optionally include placeholders in the template document that will get replaced from this action. See documentation

Find Document

Search for a specific file by name. See the documentation for more information

Get Document

Get the contents of the latest version of a document. See the documentation

Get Tab Content

Get the content of a tab in a document. See the documentation

Insert Page Break

Insert a page break into a document. See the documentation

Insert Table

Insert a table into a document. See the documentation

Insert Text

Insert text into a document. See the documentation

Replace Image

Replace image in a existing document. See the documentation

Replace Text

Replace all instances of matched text in an existing document. Supports Markdown formatting in the replacement text. See the documentation

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Integration Features

12 documented Google Docs actions
24 documented Salesforce actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Salesforce to Google Docs direction

Capability Examples

Google Docs trigger → Salesforce action

Catalog example
Google DocsGoogle Docs

New Document Created (Instant)

SalesforceSalesforce

Add Contact to Campaign

Salesforce trigger → Google Docs action

Reverse direction
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Google DocsGoogle Docs

Append Text

How It Works

1

Connect Apps

Authenticate your Google Docs and Salesforce accounts

2

Describe the Job

Say what to read from Google Docs and what to do in Salesforce

3

Choose an Action

Select the documented Salesforce operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Google Docs events yet.

Automated Actions

Use 24 documented Salesforce actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theGoogle Docs and Salesforce actions it needs.

Your Own Accounts

You connect your own Google Docs and Salesforce accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Salesforce to Google Docs for bidirectional automation

View Integration
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All Google Docs Integrations

Explore all available Google Docs connections

View All Integrations
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All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations

Ready to Connect Google Docs & Salesforce?

Build this agent in Mazaal AI and test it on your ownGoogle Docs and Salesforce data.

Start building

Rather not build it yourself? We set up one Google Docs to Salesforce agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod