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Agencyjoy + Google Drive

Generate folders in Google Drive when new customers are added to Agencyjoy

Automatically create your project folder in Google Drive whenever a new customer is added to Agencyjoy. This Zap is an easy way to prep your follow-up workflows and stay organized, without any manual updates.

Automatically create your project folder in Google Drive whenever a new customer is added to Agencyjoy. This Zap is an easy way to prep your follow-up workflows and stay organized, without any manual updates.

  1. When this happens...
    AgencyjoyAgencyjoy
    New Client Is Added

    Triggers when a new client is added in Agencyjoy.

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Create Folder

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    • StageRequired

    Trigger
    Instant
    Try It
    • In which workspace you need to add the Lead?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose WorkspaceRequired

    • Choose Activity TypeRequired

    • Activity Name

    • Guests

    • Starts AtRequired

    • Ends AtRequired

    • Color

    • Link to Lead/Customer

    • Internal Note

    • Description

    • Location

    • Mark As Done

    • Send Invites

    Action
    Write
    • In which workspace you need to add the customer?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose workspaceRequired

    • Lead email (optional)

    • Lead Id (optional)

    Action
    Write
    • Agencyjoy WorkspaceRequired

    • Client's full nameRequired

    • Client's Company

    • Client's email addressRequired

    • Client's phone number

    • Client's title or designation

    • Company's VAT number

    • Choose CurrencyRequired

    • Choose Client's OwnerRequired

    • Clientjoy Website

    • Choose Tags

    • Add a Note

    • Billing Address

    • Billing City

    • Billing State

    • Billing Country

    • Billing Zip

    • Shipping Address

    • Shipping City

    • Shipping State

    • Shipping Country

    • Shipping Zip

    Action
    Write
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agencyjoy logo

About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.
Help

Related categories

  • Sales & CRM
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