Create outreach lists from document updates
Give each active document-driven initiative a clear place for its contacts.
Trigger
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Action
Create Contact List
Tool to create a new contact list in your ClickSend account. Use when you need to organize contacts into separate lists for targeted messaging campaigns. Note: API allows up to 2,000 contact lists per account.
Why this helps
Contacts from separate initiatives get mixed together and become hard to target.
- Cleaner campaign targeting
- Simpler list management
- Less setup during launches
Setup
Build it in a few focused steps.
- 1Connect Google Docs and ClickSend in Notis.
- 2Create an automation for updated document initiatives.
- 3Tell Notis to create a named contact list based on the document context.
- 4Pick Document Updated as the trigger and choose a report channel.
- 5Test with one monitored document update.
Questions about this workflow
Can Notis choose the list name?
Yes. Tell it how to derive a concise name from the document context.
Does this add contacts too?
This workflow creates the list. Add a separate contact workflow if you also need contact creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to ClickSend. A trigger fires from one place; an action lands in another.
Google Docs triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Document Created
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Document Deleted
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Document Placeholder Filled
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Document Structure Changed
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Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Create Fax Delivery Receipt Automation
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Connect any two apps with Notis in the middle.
Google Docs and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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