When this happens...
InfusionsoftNew Invoice
Then do this...
Google DriveCreate File from Text

Keep a copy of your Infusionsoft invoices handy for reference, even if you're mobile. Save your new Infusionsoft invoices as files Google Drive with this Zap that automatically creates a Google Drive file from the text of the newly created invoice.

How It Works

  1. A new Infusionsoft invoice is created
  2. Zapier automatically creates a Google Drive file from the invoice

What You Need

  • Gmail account
  • Infusionsoft account
Premium
Infusionsoft is a Premium integration on Zapier.

Why Zapier?

Free

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Google Drive + Infusionsoft and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New File in Folder

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

Create File from Text

Create a new file from plain text.

New File

Triggers when any new file is added (inside of any folder).

Upload File

Copies an existing file from another service to Google Drive.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create Folder

Create a new, empty folder.

New Opportunity

Triggers when you add a new opportunity.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Subscription

Triggers when a contact subscribes to plan.

Tag Existing Contact

Applies a tag to an existing contact.

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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.

Infusionsoft is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.