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Choose a trigger
A trigger is the event that starts your Zap—like a "New Client Started Their First Order" from Pensight.
Add your action
An action happens after the trigger—such as "Append Text to Document" in Google Docs.
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Zapier seamlessly connects Pensight and Google Docs, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client Started Their First Order
Triggers when a client starts (but not necessarily completes) their first order. Useful for collecting inbound leads.
Try ItTriggerInstant - A User Submitted Form Result
Triggers when a user submitted a form. Useful for inbound lead collection, i.e. sign up emails.
Try ItTriggerInstant - Drive
- Folder
Try ItTriggerPolling- Drive containing the template document
- Template_folder
- Document NameRequired
- New Document NameRequired
- Drive
- Folder
- Sharing Preference
- Unused Fields Preference
- Export Formats
- Insert Inline Image (Image URL)
- Image location (Segment ID)
- Image location (Index)
- Image location (tabId)
ActionWrite
- Client Submitted an Order
Triggers when client submits a new order. Useful for post-checkout actions.
Try ItTriggerInstant - New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerPolling - Drive
- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
ActionWrite- Document NameRequired
- New Document NameRequired
- Drive
- Folder
ActionWrite
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