Google Drive + LeadConnector
Update Google Drive file sharing preferences when LeadConnector pipeline stages change
Boost your productivity with this handy workflow. When a change occurs in a pipeline stage within LeadConnector, it rapidly prompts the addition of a File Sharing Preference in Google Drive. By utilizing the same terminology as employed by the apps themselves, it ensures a seamless experience. This solution simplifies organizational tasks, saving time and enhancing efficiency within your team.
Boost your productivity with this handy workflow. When a change occurs in a pipeline stage within LeadConnector, it rapidly prompts the addition of a File Sharing Preference in Google Drive. By utilizing the same terminology as employed by the apps themselves, it ensures a seamless experience. This solution simplifies organizational tasks, saving time and enhancing efficiency within your team.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add File Sharing Preference
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Drive
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Drive
Folder
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try It
