Avaza + Google Docs integration
Start every project with the right document. Zapier creates Google Docs from your templates when projects, tasks and estimates are created in Avaza.
What you can automate between Avaza and Google Docs
New project → project brief
Create a brief from your template, filled in with the project and customer names. (Avaza: New Project → Google Docs: Create Document From Template)
New task → working doc
Start a document for each new task. (Avaza: New Task Created → Google Docs: Create Document From Text)
New estimate → proposal draft
Draft a proposal from a template whenever an estimate is created. (Avaza: New Estimate Created → Google Docs: Create Document From Template)
Set up Avaza + Google Docs in Zapier
No code and no developer needed. Most Zaps take a few minutes.
1. Connect both apps
In Zapier, create a Zap and sign in to Avaza and Google Docs when prompted.
2. Pick a trigger and an action
Choose what starts the Zap and what happens next, for example “New Project” in Avaza and “Create Document From Template” in Google Docs.
3. Map fields and switch it on
Match fields such as title, project, customer and dates, test the Zap, then turn it on.
Why connect Google Docs and Avaza?
Briefs, specs and proposals usually start from the same template. Generating them automatically saves set-up time on every project, and Avaza's built-in Google Drive integration lets you attach the finished document to the task, estimate or invoice it belongs to.
About Google Docs
Google Docs is Google's online word processor for writing and editing documents together in real time.
Questions about the Google Docs integration
Is the Google Docs integration built into Avaza?
No. It runs through Zapier, which connects Avaza to thousands of apps. Avaza's built-in integrations are Xero, QuickBooks Online, GitHub, Google Drive, Dropbox, Stripe, PayPal and Payoneer, plus Google single sign-on.
Do I need a paid Zapier plan?
You need a Zapier account, and Zapier's own plans apply: simple two-step Zaps run on its free plan, while multi-step Zaps (for example, searching for an Avaza project before creating a task) need a paid Zapier plan.
How quickly do the automations run?
Avaza's Zapier triggers are instant: Avaza tells Zapier as soon as a task, project, invoice or other record is created or changed. Zaps that start in Google Docs run on the schedule Zapier uses for that app's trigger.
Related integrations
More ways to connect Avaza to the tools your team already uses.
Connect Google Docs to Avaza
Create your free Avaza account, then set up the integration in a few minutes.