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Celonis Product Documentation

Google Docs

With Google Docs modules in Celonis platform you can monitor, create, edit, retrieve, download, and delete documents in your Google Docs account.

To use the Google Docs modules, you must have a Google account. You can create an account at accounts.google.com.

Refer to the Google Docs API documentation for a list of available endpoints.

Note

Celonis platform's use and transfer of information received from Google APIs to any other app will adhere to Google API Services User Data Policy.

Connect Google Docs to Celonis platform

To establish the connection in Celonis platform:

  1. Log in to your Celonis platform account, add a Google Docs module to your Action Flow, and click Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Switch on the Show advanced settings toggle and enter your Google Cloud Console project client credentials. For more information, see the Create and configure a Google Cloud Console project for Google Docs section below.

  4. Click Sign in with Google.

  5. If prompted, authenticate your account and confirm access.

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.

To connect to Celonis platform using your own client credentials, you can create and configure a project in the Google Cloud Console.

Create a Google Cloud Console project for Google Docs

To create a Google Cloud Console project:

  1. Log in to the Google Cloud Console using your Google credentials.

  2. In the top menu, click Select a project > New project.

  3. Enter a Project name and select the Location for your project.

  4. Click Create.

  5. In the top menu, check if your new project is selected in the Select a project dropdown. If not, select the project you just created.

Enable APIs for Google Docs

To enable the required APIs:

  1. Open the left navigation menu and go to APIs & Services > Library.

  2. Search for and enable the following APIs: Google Docs API, Google Drive API.

Configure your OAuth consent screen for Google Docs

To configure your OAuth consent screen:

  1. In the left sidebar, click OAuth consent screen.

  2. Under User Type, select External.

    For more information regarding user types, refer to Google's Exceptions to verification requirements documentation.

  3. Click Create.

  4. Fill in the required fields with your information.

  5. In the Authorized domains section, add make.com and integromat.com.

  6. Click Save and continue.

  7. In the Scopes page, click Add or remove scopes, add the following scopes, and click Update.

    • https://www.googleapis.com/auth/userinfo.email

    • https://www.googleapis.com/auth/drive

    • https://www.googleapis.com/auth/documents

    • https://www.googleapis.com/auth/documents.readonly

  8. Click Save and continue.

  9. Optional: If your project will remain in the Testing publishing status, add test user emails on the Test users page, then click Save and continue.

Create your Google Docs client credentials

To create your client credentials:

  1. In the left sidebar, click Credentials.

  2. Click + Create Credentials > OAuth client ID.

  3. In the Application type dropdown, select Web application.

  4. Update the Name of your OAuth client. This will help you identify it in the console.

  5. In the Authorized redirect URIs section, click + Add URI and enter the following redirect URI: https://www.integromat.com/oauth/cb/google.

  6. Copy your Client ID and Client secret values and store them in a safe place.

You will use these values in the Client ID and Client Secret fields in Celonis platform.

Build Google Docs Action Flows

After connecting the app, you can perform the following actions:

Document

Triggers when a new document is created or modified in a specific folder.

Connection

Establish a connection to your Google Docs account.

Watch Documents

Select whether you want to watch created or modified documents.

Choose a Drive

Select the drive that contains the documents you want to watch.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Folder ID

Select the folder that contains the documents you want to watch.

Limit

Set the maximum number of documents Celonis platform will return in one execution cycle.

Retrieves a list of documents.

Connection

Establish a connection to your Google Docs account.

Choose a Drive

Select the drive that contains the documents you want to list.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Folder ID

Select the folder that contains the documents you want to list.

Limit

Set the maximum number of documents Celonis platform will return in one execution cycle.

Gets a content of a document.

Connection

Establish a connection to your Google Docs account.

Get Content of a Document

Select to map the ID of the document you want to get or select the document from the dropdown menu.

Choose a Drive

Select the drive that contains the documents whose content you want to get.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to retrieve.

Filter

Select the type of content you want to receive in the out

For further mapping of filter objects in next modules, use Inline Objects Array. The Inline Objects Array objects are sorted in the same order they appear in the document.

Creates a new Google document by adding the content in the HTML format.

Connection

Establish a connection to your Google Docs account.

Name

Enter the name of a document.

Content

Enter the content of a document. You can use HTML tags.

Choose a Drive

Select the drive where you want to put a created document into.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

New Document's Location

Select the folder where you want to save a document.

Insert a Header

Select whether you want to add a header to a document.

Insert a Footer

Select whether you want to add a footer to a document.

Creates a copy of an existing template document and replaces any tags, for example, {{!notfound:name}}. This module allows replacing images by new images with URLs.

Connection

Establish a connection to your Google Docs account.

Create a Document from a Template

Select to map the ID of the document you want to use as a template or select the document from the dropdown menu.

Choose a Drive

Select the drive where you want to put a created document into.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to use as the template for the new document.

Values

Tags

Enter the tag associated with the documentation template. Do not use {{}}.

Replaced Value

Enter the value of the tag.

Images Replacement

You may add the alt text to an image.

Image Object ID

Enter the Image Object ID. To retrieve the ID, use the Get Content of a Document module. You can find the ID in Inline Object Array, in the module output.

Image URL

Enter the URL of the image that will replace the current image.

Title

Enter the name for a new document.

New Drive Location

Select the drive where you want to save the document.

New Document's Location

Select the folder where you want to save a document.

Inserts or appends a new paragraph to an existing document.

Connection

Establish a connection to your Google Docs account.

Select a Document

Select to map the ID of the document for editing or select the document from the dropdown menu.

Choose a Drive

Select the drive that contains the documents you want to insert a paragraph into. In the Folder ID field, select the drive.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to edit.

Insert a Paragraph

Select the way you want to insert a paragraph.

Select By appending to the body of the document to append the text to the current document body:

Appended Text

Enter the text you want to append. Celonis platform copies the style of the new paragraph from the paragraph at the current insertion index, including lists and bullets.

Select By appending to the end of the segment to insert the text to the header or the footer:

Header ID

Enter the header ID that you want to inset the text to.

Insert Text

Enter the text you want to insert.

Footer ID

Enter the footer ID that you want to insert the text to.

Insert Text

Enter the text you want to insert.

Specify the location

If you selected By specification of location above, specify the location where you want to insert text.

By Index

Index

Enter the element index that you want to append the text to. To retrieve the ID, use the Get Content of a Document module. You can find the ID in the Body collection, in the module output.

Inserted Text

Enter the text you want to insert.

By Segment ID: Select the header and footer where you want to insert the text content to and enter the very text.

Inserts a new image with a URL to a document.

Note: The maximum image size is 50 MB. The image resolution must not exceed 25 megapixels. Only PNG, JPEG, or GIF formats are supported.

Connection

Establish a connection to your Google Docs account.

Select a Document

Select to map the ID of the document for editing or select the document from the dropdown menu.

Choose a Drive

Select the drive that contains the documents you want to insert an image into. In the Folder ID field, select the drive.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to edit.

Insert an Image

Select the way you want to insert an image.

Select By appending to the body of the document to append an image to the current document body:

Image URL

Enter the URL of the image you want to insert.

Select By appending to the end of the segment to insert an image to the header or the footer:

Header ID

Enter the header ID that you want to inset the text to.

Image URL

Enter the URL of the image you want to insert.

Height Magnitude in Points

Define the height of the inserted image. The new image will keep the aspect ratio.

Width Magnitude in Points

Define the width of the inserted image. The new image will keep the aspect ratio.

Footer ID

Enter the footer ID that you want to inset the text to.

Image URL

Enter the URL of the image you want to insert.

Height Magnitude in Points

Define the height of the inserted image. The new image will keep the aspect ratio.

Width Magnitude in Points

Define the width of the inserted image. The new image will keep the aspect ratio.

Specify the Location

If you selected By specification of location above, specify the location where you want to insert the text.

By Index

Index

Enter the element index that you want to append the text to. To retrieve the ID, use the Get Content of a Document module. You can find the ID in the Body collection, in the module output.

Image URL

Enter the URL of the image you want to insert.

By Segment ID: Select the header and footer where you want to insert the image to and enter the link to the image.

Replaces an existing image with a new image with a URL in the document. To fill the original image's bounds, the new image may be scaled or cropped.

Connection

Establish a connection to your Google Docs account.

Replace an Image

Select to map the ID of the document for editing or select the document from the dropdown menu.

Choose a Drive

Select the drive that contains the documents with an image you want to replace. In the Folder ID field, select the drive.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to edit.

Image URLs

Enter the URL of the new image that will replace the existing one. Celonis platform displays image bodies as per images order in the document.

Images Replacement

Specify an image you want to replace alongside with a new image.

Image Object ID

Enter the Image Object ID. To retrieve the ID, use the Get Content of a Document module. You can find the ID in Inline Object Array, in the module output.

Image URL

Enter the URL of the image that will replace the current image.

Replaces an old text by a new text in a document.

Connection

Establish a connection to your Google Docs account.

Choose a Drive

Select the drive that contains the documents with the text you want to replace. In the Folder ID field, select the drive.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to edit.

Replace a Text

Specify the text you want to replace alongside with a new text.

Old text to be replaced

Enter the text you want to replace.

New text to be inserted

Enter a new text.

Downloads a document to a required format.

Connection

Establish a connection to your Google Docs account.

Choose a Drive

Select the drive that contains the documents you want to download. In the Folder ID field, select the drive.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to download.

Type

Select the target file format of the downloaded document.

Deletes a document.

Connection

Establish a connection to your Google Docs account.

Choose a Drive

Select the drive that contains the documents you want to delete. In the Folder ID field, select the drive.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document you want to delete.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Google Docs account.

URL

Enter a path relative to https://docs.googleapis.com/. For example, /v1/documents/{DocumentID}.

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.

Makes all links in a document clickable.

Connection

Establish a connection to your Google Docs account.

Make All Links in a Document

Select to map the ID of the document that contains links or select the document from the dropdown menu.

Choose a Drive

Select the drive that contains the documents with links.

The Google Shared Drive option is available only for Google Workspace users:

Use Domain Admin Access

Request the list of drives that require admin access.

Shared Drive

Select the drive.

Document ID

Select or map the document.