- How to create new tickets in HubSpot for newly added Google Docs
- 1. Add the Google Docs "Document added to folder" trigger
- 2. Add the HubSpot "Create ticket" automation
- 3. Turn on the playbook
- Learn more about integrating with HubSpot and Google Docs
- Related blog posts
- More how-to guides featuring HubSpot and Google Docs
How to create new tickets in HubSpot for newly added Google Docs
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.
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.
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.