Google Docs (Action Flow)
Important
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The Google Docs modules enable you to monitor, create, edit and retrieve documents in your Google Docs and Google Shared Drive (for G Suite users).
Getting Started with Google Docs
Prerequisites
A Google account
A G Suite account (only if you need to process documents in Google Shared Drive)
In order to use Google Docs with Execution Management System, it is necessary to have a Google account. If you do not have one, you can create a Google account at google.com.
Note
Execution Management System's use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy.
To establish the connection:
Log in to your Execution Management System account, add a Google Docs module to your Action Flow, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Click the Sign in with Google button and select your Google account.
Review the access information and click Allow.
You have successfully established the connection. You can now edit your Action Flow and add more Google Docs modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Document
Returns document details when a new document is created or modified in the selected folder.
Connection | |
Watch Documents | Select whether you want to watch created (By Created Date) or modified (By Modified Date) documents. |
Choose a Drive | Select what type of drive you want to monitor.
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Folder ID / Shared Drive | Select the folder you want to watch for created or modified documents. NoteIf you have selected the Google Shared Drive option in the field above and you are not a G Suite user, the error |
Limit | Set the maximum number of documents Execution Management System will return in one execution cycle. |
Retrieves a list of documents from the selected folder.
Connection | |
Watch Documents | Select whether you want to watch created (By Created Date) or modified (By Modified Date) documents. |
Choose a Drive | Select the drive you want to retrieve documents from.
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Folder ID / Shared Drive | Select the folder you want to watch for created or modified documents. NoteIf you have selected the Google Shared Drive option in the field above and you are not a G Suite user, the error |
Retrieves a specified document.
Note
You may need to extend your permissions.
Connection | |
Get Content of a Document | Select whether you want to map the document ID of the document or select the document from the drop-down menu manually. |
Document ID | Select or map the document you want to retrieve. |
Choose a Drive | Select the drive you want to retrieve the document from.
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Filter | Select the object you want to be returned in the module's output.
NoteFor further mapping of these objects, please use Inline Objects Array (instead of inlineObjects). The Inline Objects Array objects are sorted in the same order they appear in the document. It will make any further processing easier. |
Allows you to create a new document in the selected folder.
Connection | |
Name | Enter the name of the document. |
Content | Enter the content of the document. HTML is supported. |
Choose a Drive | Select the drive where you want to create the document.
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New Document's Location | Select the folder where you want to save the document. |
Insert Header | Enable this option to insert the header to the document. |
Insert Footer | Enable this option to insert the footer into the document. |
Creates a new document from the template document where the mustache variables ({{}}) are used.
Connection | |||||
Create a Document from a Template |
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Document ID | Select or map (based on the option selected above) the document with the variables ( | ||||
Values | Enter the values that will be entered instead of the variables to the new document.
E.g. {{name}} variable in the source document will be displayed as the name field here, where the value can be inserted, for example, John. | ||||
Images Replacement | Enter the link to the Image Object ID (You can retrieve the image IDs by using the We recommend that you add ALT text to images in your Google document. The module will more easily recognize them. Adding an ALT Text to the Google Docs image 1. Right-click on the image. 2. Select the ALT text option. 3. Enter the ALT text in the Title field and click OK.  After the ALT text is added to the image, the ALT text is displayed in the field name in round brackets:  | ||||
Title | Enter the name for the new document. | ||||
New Drive Location | Select the drive where you want to create the document.
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New Document's Location | Select or map the folder where you want the document to be created. |
Appends or inserts a new text to an existing document.
Connection | |||||
Select a Document |
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Choose a Drive | Select the drive that contains the document you want to insert a paragraph to.
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Document ID | Select or map the document you want to edit. | ||||
Insert a Paragraph | Select how you want the new text to be inserted in the document.
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Inserts an image from the URL to the document.
Connection | |||||
Select a Document |
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Choose a Drive | Select the drive that contains the document you want to insert an image to.
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Document ID | Select or map the document you want to add an image to. | ||||
Insert an Image | Select how you want the new text to be inserted in the document.
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Height Magnitude in Points/Width Magnitude in Points | Define the size of the inserted image. The aspect ratio will be kept. |
Replaces an existing image. The aspect ratio of the original image will be maintained.
Connection | |
Replace an Image |
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Choose a Drive | Select the drive that contains the document that you want to replace an image for.
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Document ID | Select or map the document that contains the image(s) you want to replace. |
Image URLs | Body: Image No. 1 (Location: Order of the existing image in the document) Enter the URL of the new image that will replace the existing one. |
Images Replacement | Add the images that you want to replace. Image Object ID Map the Object ID of the image. It can be retrieved using the Get a Document module ( Image URL Enter the URL of the new image. The Example  |
Finds a specified text and replaces it with the new one.
Connection | |
Choose a Drive | Select the drive that contains the document that you want to replace a text of.
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Document ID | Select or map the document that contains the text you want to replace. |
Replace a Text | Finds and replaces a text within the document.
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Converts and downloads the selected document.
Connection | |
Choose a Drive | Select the drive that contains the document you want to download.
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Document ID | Select or map the document that contains the text you want to replace. |
Type | Select the target file format of the downloaded document. |
Deletes a document.
Connection | |
Choose a Drive | Select the drive that contains the document you want to delete.
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Document ID | Select or map the document you want to delete. |
Make an API Call
Allows you to perform a custom API call.
Connection | |
URL | Enter a path relative to For the list of available endpoints, refer to the Google Docs API Documentation. |
Method | Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |
The following API call retrieves the details for the specified document in your Google Docs:
URL:
/v1/documents/1ujkf-GDgB0TQSYPrxbCSK4Uso54tHVMqHZEVZZxB6aY
Method:
GET
Details of the retrieved document can be found in the module's Output under Bundle > Body.
Finds all links in the document and makes them clickable.
Connection | |
Make All Links in a Document |
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Choose a Drive | Select the drive that contains the document you want to update the links in.
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Document ID | Select or map the document you want to update the links in. |