Elements Financial Advisor Tools + Google Drive

Elements Financial Advisor Tools + Google Drive integrations

Create folders in Google Drive for every new prospect in Elements Financial Advisor Tools

Manage your prospects efficiently with this workflow. Whenever a new prospect is identified in the Elements Financial Advisor Tools app, a corresponding folder is created in Google Drive. This provides a seamless way to store and organize all relevant documents and information related to each prospect, enhancing your efficiency and productivity. This workflow easily solves the challenge of tracking and managing prospect-specific documentation.

When this happens...
New ProspectTriggers when a new prospect is added to Elements.
TriggerPolling
automatically do this!
Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
ActionWrite

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More things you can do with Elements Financial Advisor Tools and Google Drive

Discover other triggers and actions you can use with Elements Financial Advisor Tools and Google Drive

New Prospect
Triggers when a new prospect is added to Elements.
Trigger
Polling
Try It
- Drive
- Folder
- Include Subfolders?
- Subfolder Depth Limit
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include_deleted
Trigger
Polling
Try It
- Drive
- Folder
- File
  Required
- Confirm deletion
  Required
Action
Write
- Drive
- Folder
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write

- File
  Required
- Drive
- Folder
  Required
Action
Write
- Drive
- Folder
- File
  Required
- Email Address
- Permission ID
Action
Write

- Shared Drive Name
  Required
- Theme ID
- Color RGB
- Background Image File ID
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension_copy
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Drive
- File or Folder ID
  Required
Action
Search
- Filename
  Required
- Search_type
- Drive
- Folder
- File_types
Action
Search
- Filename
  Required
- Search_type
- Drive
- Folder
- File_types
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Search or write

- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It
- File
  Required
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- File
  Required
- Export Format
  Required
Action
Write
- Drive
- Parent Folder
- Folder Name
  Required
Action
Write
- Drive
- Folder
- File Name
  Required
- File Content
  Required
- Convert to Document?
Action
Write
- Drive
- Folder
- File to Replace
  Required
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- Drive
- File_id
  Required
- Sharing Preference
  Required
- Organization Domain
Action
Write
- Drive
- Copy
- Folder
- File
- Name
- Description
- Starred
- Folder Color (RGB)
- Custom Properties
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
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.
Action
Write
- Drive
- Folder
- File ID
  Required
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Parent Folder
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Parent Folder
Action
Search or write

About Elements Financial Advisor Tools

Elements is designed to help financial advisors quickly demonstrate their value, so they can get new clients.

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Related categories

Forms & Surveys

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About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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Related categories

File Management & Storage

Google

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OneDrive

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Related Zap Templates

Create new Google Drive folders for each new prospect in Elements Financial Advisor Tools

Related Zap Templates

Create new Google Drive folders for each new prospect in Elements Financial Advisor Tools