Pixie + Google Drive
Update new Pixie clients and add them to Google Drive folders
Eliminate manual admin and save time by using this Zap. Once active, this integration automatically creates a document folder in Google Drive whenever a client is created in Pixie. This template also updates the client record in Pixie with a link to the folder, allowing you and the team to directly jump into the correct Google Drive folder.
Eliminate manual admin and save time by using this Zap. Once active, this integration automatically creates a document folder in Google Drive whenever a client is created in Pixie. This template also updates the client record in Pixie with a link to the folder, allowing you and the team to directly jump into the correct Google Drive folder.
- When this happens...Client Created/Updated
Triggers when a new client is created or updated in Pixie.
- automatically do this...Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
- then do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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