Google Drive + Pipedrive
Create Pipedrive notes for new Google Drive files
Effortlessly stay organized and keep track of essential documents with this seamless workflow between Google Drive and Pipedrive. When a new file is added to your Google Drive, a note will be created in Pipedrive, ensuring all important information is documented and easily accessible. Streamline your document management process with this practical automation.
Effortlessly stay organized and keep track of essential documents with this seamless workflow between Google Drive and Pipedrive. When a new file is added to your Google Drive, a note will be created in Pipedrive, ensuring all important information is documented and easily accessible. Streamline your document management process with this practical automation.
- When this happens...
New FileTriggers when any new file is added (inside of any folder).
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
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FileRequired
Convert to Document?
File Name
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Parent Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File NameRequired
File ContentRequired
Convert to Document?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File IdRequired
Sharing PreferenceRequired
Organization Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder NameRequired
Drive
Parent Folder
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Drive
Parent Folder
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Drive
Folder
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to ReplaceRequired
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Multiple Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files and allows you to filter the list based on specific query parameters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
Drive
Folder
File Types
ActionThis is an event a Zap performs.SearchFind existing data in your appFile NameRequired
Drive
Folder
File Types
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
Related categories
Similar apps
Dropbox
File Management & Storage
Box
File Management & Storage
OneDrive
File Management & Storage, MicrosoftAbout Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Related categories
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Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM
CRM (Customer Relationship Management)Related Zap Templates
- Save new Gmail attachments from clients in the right Google Drive folder.
- Create Google Drive folders for new Pipedrive deals
- Create new Google Drive folders for every new lead in Pipedrive
- Create folders in Google Drive for new Pipedrive people
- Create new persons in Pipedrive using CandidateZip to import resume data from new Google Docs documents
- Create folders in Google Drive for updated deal stages in Pipedrive
- Create new Pipedrive deals for every new Google Drive file in a folder
- Create Pipedrive activities for new Google Drive folders
- Create Pipedrive activities for new Google Drive files in a folder
- Create Pipedrive notes for updated Google Drive files
- Create new Pipedrive deals for new Google Drive folders
- Create and upload files for new Pipedrive deals in Google Drive
- Create folders in Google Drive for new Pipedrive activity matching filters
- Create folders in Google Drive for new matched deals in Pipedrive
- Move files in Google Drive when new deal matching filters are found in Pipedrive
- Create new Google Drive folders for every new organization in Pipedrive
- Create new Pipedrive leads from new files in Google Drive folders
- Update Pipedrive persons when new Google Drive folders are created
- Update persons in Pipedrive when new folders are created in Google Drive
- Organize updated Pipedrive deals by creating corresponding folders in Google Drive
- Upload files to Google Drive when deals are updated in Pipedrive
- Create new Google Drive folders for every new deal in Pipedrive
Related Zap Templates
- Save new Gmail attachments from clients in the right Google Drive folder.
- Create folders in Google Drive for new Pipedrive people
- Create new Pipedrive deals for every new Google Drive file in a folder
- Create Pipedrive notes for updated Google Drive files
- Create folders in Google Drive for new Pipedrive activity matching filters
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- Create Google Drive folders for new Pipedrive deals
- Create new persons in Pipedrive using CandidateZip to import resume data from new Google Docs documents
- Create Pipedrive activities for new Google Drive folders
- Create new Pipedrive deals for new Google Drive folders
- Create folders in Google Drive for new matched deals in Pipedrive
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- Create new Google Drive folders for every new lead in Pipedrive
- Create folders in Google Drive for updated deal stages in Pipedrive
- Create Pipedrive activities for new Google Drive files in a folder
- Create and upload files for new Pipedrive deals in Google Drive
- Move files in Google Drive when new deal matching filters are found in Pipedrive