Google Drive + PreciseFP

Save PreciseFP uploaded documents to Google Drive

Instead of having to access each PreciseFP engagement to view uploaded documents, why not have them all copied to your Google Drive automatically? This integration will upload to Google Drive a zip file with all documents saved in a client or prospect engagement.

When this happens...
New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
TriggerInstant
automatically do this!
Upload File
Triggers when any new file is added (inside of any folder).
ActionWrite

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Supported triggers and actions

What does this mean?

- TypeRequired
Trigger
Instant
Try It
- TypeRequired
- Pipeline StageRequired
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write

- Email AddressRequired
Action
Search
- Email AddressRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

- Drive
Trigger
Scheduled
Try It
- Drive
- Folder
Trigger
Scheduled
Try It
- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write
- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension Copy
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- File or Folder IDRequired
Action
Search
- Info
- Filename
- Search Type
- Drive
- Folder
- File Types
- Maximum Number of Results
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write

- TypeRequired
Trigger
Instant
Try It
- Template
- Include Engagement DataRequired
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Template IDRequired
- Authentication Method
- AccountRequired
- ContactRequired
- Secondary ContactRequired
- Send New Engagement EmailRequired
- Enable Periodic Email RemindersRequired
- Enable Thank You EmailRequired
Action
Write
- Account IdRequired
Action
Search
- Account IdRequired
- TypeRequired
- Client First NameRequired
- Client Last NameRequired
- Client EmailRequired
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write
- Drive
- Folder
- Include Deleted Files?
Trigger
Scheduled
Try It
- Drive
- Folder
- Include Deleted
Trigger
Scheduled
Try It
- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write
- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search or write

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 Help

Related categories

Similar apps

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Google Drive + PreciseFP

Save PreciseFP uploaded documents to Google Drive

New Client/Prospect

New Client/Prospect Staged in Pipeline

New Form Engagement Created

Template

New PDF Engagement Completed

Pdf Template

Create Account

Client Phone Number

Co-Client First Name

Co-Client Last Name

Co-Client Email

Co-Client Phone Number

Find Account

Find or Create Account

Client Phone Number

Co-Client First Name

Co-Client Last Name

Co-Client Email

Co-Client Phone Number

New File

Drive

New Folder

Drive

Folder

Copy File

Convert to Document?

File Name

Drive

Folder

Create Folder

Drive

Parent Folder

Create File From Text

Drive

Folder

Convert to Document?

Add File Sharing Preference

Drive

Organization Domain

Update File/Folder Name

Drive

Folder

File to Replace

File/Folder Name

Rename Folder?

Extension Copy

Retrieve Files from Google Drive

Retrieve File or Folder by ID

Drive

Find Multiple Files

Info

Filename

Search Type

Drive

Folder

File Types

Maximum Number of Results

Find or Create File

Search Type

Drive

Folder

File Types

Convert to Document?

File Name

File Extension

Idempotency Key

New Client/Prospect Deleted

New Form Engagement Completed

Template

Include PDF Copy of Engagement

New Form Engagement Opened

Template

New PDF Engagement Created

Pdf Template

Create Form Engagement

Authentication Method

Find Account by Id

Find or Create Account