Dealpath + Google Drive
Create Google Drive folders for new deals in Dealpath
Manually setting up folders for new deals can be time-consuming and inconsistent. When a new deal is created in Dealpath, this integration automatically creates a Google Drive folder using the deal name. This gives your team a standardized place to store deal documents immediately, helping keep files organized and your deal process running smoothly.
Manually setting up folders for new deals can be time-consuming and inconsistent. When a new deal is created in Dealpath, this integration automatically creates a Google Drive folder using the deal name. This gives your team a standardized place to store deal documents immediately, helping keep files organized and your deal process running smoothly.
- When this happens...
New Deal CreatedTriggers when a new deal is created in Dealpath.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
ActionWriteCreate a new record or update an existing record in your app.
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Asset Updated
Triggers when an asset is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Field Edited
Triggers when a custom field value changes. Can be filtered by entity type and specific field.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Updated
Triggers when a file is modified (renamed, moved, or tags changed).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Asset Created
Triggers when a new asset is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Loan Created
Triggers when a new loan is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property Updated
Triggers when a property is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Asset IDRequired
Loan IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal NameRequired
Deal Type
Property IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
File NameRequired
Parent Folder IDRequired
FileRequired
File Content Type
File Tag IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tenant NameRequired
Property IDRequired
Begin DateRequired
Suite IDRequired
Leased AreaRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan NameRequired
Attach Loan ToRequired
Loan TypeRequired
Loan StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Field Definition IDRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Field Definition IDRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Investment IDRequired
Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
PropertyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File IDRequired
File NameRequired
File Content TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Field DefinitionRequired
Field ValueRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Field DefinitionRequired
Field ValueRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Investment IDRequired
Investment NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Loan Name
Loan Type ID
Loan Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDs
Investment IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appInvestment IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDRequired
Field Definition IDs
Linked Entity IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Parent Folder IDs
File Tag Definition IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Folder IDs
Parent Folder IDs
File Tag Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appInvestment IDs
Deal IDs
Asset IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDs
Asset IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Role Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appFileRequired
Convert to Document?
File Name
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Export FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Parent Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File NameRequired
File ContentRequired
Convert to Document?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to ReplaceRequired
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File IdRequired
Sharing PreferenceRequired
Organization Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Copy
Folder
File
Name
Description
Starred
Folder Color (RGB)
Custom Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Deal Updated
Triggers when a deal is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Created
Triggers when a new file is uploaded to a deal or asset.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Loan Updated
Triggers when a loan is updated in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Created
Triggers when a new deal is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Property Created
Triggers when a new property is created in Dealpath.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Investment IDRequired
Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Loan IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset NameRequired
Asset TypeRequired
Property IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
File NameRequired
Parent Folder IDRequired
FileRequired
File Content Type
File Tag IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssetRequired
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Investment NameRequired
Deal IDs
Asset IDs
Investment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create List Option
Creates a new option for a list/dropdown field in Dealpath.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property NameRequired
Property TypeRequired
Address Line 1
Address Line 2
City
State
Postal Code
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Field Definition IDRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
Field Definition IDRequired
Linked Entity ID
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete List Option
Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Loan IDRequired
Property IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Asset NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Deal StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Field DefinitionRequired
Field ValueRequired
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
Field DefinitionRequired
Field ValueRequired
Linked Entity ID
Derived Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update List Option
Updates an existing list option in Dealpath (rename or enable/disable).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Property IDRequired
Property Name
Address Line 1
Address Line 2
City
State
Postal Code
Country
Latitude
Longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record Type
Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField Definition IDRequired
Sparse (Only Populated Fields)
Deal IDs
Property IDs
Investment IDs
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLoan IDRequired
Field Definition IDs
Sparse (Only Populated Fields)
Include Demographic Fields
Derived Field ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAsset IDRequired
Parent Folder IDs
File Tag Definition IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Folder IDs
Parent Folder IDs
File Tag Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDs
Deal IDs
Asset IDs
Updated Before
Updated After
ActionThis is an event a Zap performs.SearchFind existing data in your appProperty IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
Role Definition IDs
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
Folder
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
Folder
FileRequired
Confirm deletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Email Address
Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Drive NameRequired
Theme ID
Color RGB
Background Image File ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to Replace
File/Folder Name
Rename Folder?
Extension Copy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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