Google Drive + Google Forms + Wealthbox CRM Integrations

How to connect Google Drive + Google Forms + Wealthbox CRM

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Do even more with Google Drive + Google Forms + Wealthbox CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Google Drive, Google Forms, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New File
Triggers when any new file is added (inside of any folder).
Trigger
Scheduled
New File in Folder
Triggers when a new file is added directly to a specific folder (but not its subfolders).
Trigger
Scheduled
New Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
Trigger
Scheduled
Updated File
Triggers when a file is updated in a specific folder (but not its subfolders).
Trigger
Scheduled
Copy File
Create a copy of the specified file.
Action
Write

Upload File
Copies an existing file from another service to Google Drive.
Action
Write
Create Folder
Create a new, empty folder.
Action
Write

Move File
Move a file from one folder to another.
Action
Write

Google Drive
Create a new file from plain text.
Scheduled
Action
Google Drive
Upload a file to Drive, that replaces an existing file.
Scheduled
Action
Google Drive
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
Scheduled
Action
Google Drive
Create a shortcut to a file.
Scheduled
Action
Google Drive
Search for a specific file by name.
Scheduled
Action
Google Drive
Search for a specific folder by name.
Scheduled
Action
Google Drive
Finds or creates a specific file v2.
Scheduled
Action
Google Drive
Finds or creates a specific folder v2.
Scheduled
Action
Google Forms
Triggers when a new form response is received.
Instant
Trigger
Google Forms
Triggers when a form response is added or modified.
Instant
Trigger
Wealthbox CRM
Triggers when a new comment is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new contact is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new event is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new note is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new opportunity is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new project is created.
Instant
Trigger
Wealthbox CRM
Triggers when a Task has been completed. Non-repeating tasks only.
Instant
Trigger
Wealthbox CRM
Triggers when a new task is created.
Instant
Trigger
Wealthbox CRM
Triggers when a new workflow is created.
Instant
Trigger
Wealthbox CRM
Triggers when an existing workflow step is completed.
Instant
Trigger
Wealthbox CRM
Adds a new family member to a household.
Scheduled
Action
Wealthbox CRM
Creates a new contact.
Scheduled
Action
Wealthbox CRM
Creates a new event.
Scheduled
Action
Wealthbox CRM
Creates a new note.
Scheduled
Action
Wealthbox CRM
Creates a new opportunity.
Scheduled
Action
Wealthbox CRM
Creates a new project.
Scheduled
Action
Wealthbox CRM
Creates a new task.
Scheduled
Action
Wealthbox CRM
Creates a new household.
Scheduled
Action
Wealthbox CRM
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
Scheduled
Action
Wealthbox CRM
Find a contact.
Scheduled
Action
Wealthbox CRM
Find or Create a Contact
Scheduled
Action

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How Google Drive + Google Forms + Wealthbox CRM Integrations Work

Step 1: Authenticate Google Drive, Google Forms, and Wealthbox CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Google Drive + Google Forms + Wealthbox CRM

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.

Learn more