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.
- New FileTriggers when any new file is added (inside of any folder).Trigger
- New File in FolderTriggers when a new file is added directly to a specific folder (but not its subfolders).Trigger
- New FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).Trigger
- Updated FileTriggers when a file is updated in a specific folder (but not its subfolders).Trigger
- Copy FileCreate a copy of the specified file.Action
- Upload FileCopies an existing file from another service to Google Drive.Action
- Create FolderCreate a new, empty folder.Action
- Move FileMove a file from one folder to another.Action
- 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
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
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.
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