When this happens...
Workbooks CRMNew Case
Then do this...
Google DriveCreate Folder

Your customer relationships often rely on supporting files. Keep everything organized with this time-saving integration. Configure it in minutes, and from then on when a new Workbooks Case is created, a corresponding Google Drive folder will be created, ready and waiting for your files.

Note: You could extend this integration even further to create sub-folders to ensure that your Google Drive folders always follow the same structure—effortlessly.

How this Workbooks CRM-Google Drive integration works

  1. A new case is created in Workbooks CRM
  2. Zapier creates a new folder in Google Drive

Apps involved

  • Workbooks CRM
  • Google Drive

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

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

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

Google Drive
Create File from Text

Create a new file from plain text.

Google Drive
New File

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

Google Drive
Upload File

Copies an existing file from another service to Google Drive.

Google Drive
Updated File

Triggers when a file is updated in a specific folder (but not its subfolders).

Google Drive
Create Folder

Create a new, empty folder.

Google Drive
New Folder

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

Google Drive
Copy File

Create a copy of the specified file.

Workbooks CRM
Posted Invoice

Triggers when an invoice is complete and its status posted.

Google Drive
Change File Sharing Preference

Change the sharing preference of a file (provides a sharing URL).

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Become a Zapier Integration Partner

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.

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.