Proposify + Google Drive Integrations

How to connect Proposify + Google Drive

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Create PDFs in Google Drive from won Proposify proposals
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Proposify + Google Drive
Copy won proposals from Proposify to Google Drive files
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Proposify + Google Drive

Create PDFs in Google Drive from won Proposify proposals

Details

Try it

Proposify + Google Drive

Copy won proposals from Proposify to Google Drive files

Details

Try it

Proposify + Google Drive

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Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
  User that is leading development of this proposal.
- Template
- Client Email AddressRequired
  The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
- Due DateRequired
  The date the proposal is due.
- Proposal NameRequired
  The name of the proposal.
- Notes
  Internal notes (your client won't see these).
- Proposal Number
- Manual Total
  Manual total of a proposal.
- Manual Tax
  Manual tax of a Proposal.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
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- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
- Include Deleted
  Should this trigger also on files that are deleted?
Trigger
Scheduled
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- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to Move
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- FolderRequired
  Destination folder to move into. Keep clicking to drill down into child folders.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
- File to ReplaceRequired
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to create a shortcut to
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Destination folder for shortcut. Keep clicking to drill down into child folders.
Action
Write
- Api Docs Info
  API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search or write

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
  The first name of your client.
- Last NameRequired
  The last name of your client.
- Email AddressRequired
  The email address of your client.
- Company Name
  The name of the company your client works for.
- Title
  The title of your client.
- Office Number
- Mobile Number
- Address Line 1
  This field will be ignored if no company name is specified.
- Address Line 2
  This field will be ignored if no company name is specified.
- City
  This field will be ignored if no company name is specified.
- Client Website Url
  This field will be ignored if no company name is specified.
- Zip/Postal Code
  This field will be ignored if no company name is specified.
- State
  The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
- Country
  The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
- Is Default Contact
  Denotes whether or not this person is the default contact for this company. Defaults to No.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Trigger
Scheduled
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- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
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- FileRequired
  File to Copy
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we name the new copy as "Copy of {original file name}".
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- Folder NameRequired
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File NameRequired
- File ContentRequired
  Use plain text.
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- File IdRequired
- Sharing PreferenceRequired
  This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
- Organization Domain
  Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example: yourcompany.com
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
Action
Search
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Search or write

How Proposify + Google Drive Integrations Work

Step 1: Authenticate Proposify and Google Drive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Proposify + Google Drive

Google Drive Tutorials

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn more

Related categories

Proposal & Invoice Management

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

Related categories

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Proposify + Google Drive Integrations

How to connect Proposify + Google Drive

Create PDFs in Google Drive from won Proposify proposals

Copy won proposals from Proposify to Google Drive files

Create PDFs in Google Drive from won Proposify proposals

Copy won proposals from Proposify to Google Drive files

Connect your apps and automate workflows

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Led ByRequired

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

New File in Folder

Drive

Folder

Updated File

Drive

Folder

Include Deleted

Upload File

Drive

Folder

FileRequired

Convert to Document?

File Name

File Extension

Idempotency Key

Move File

FileRequired

Drive

FolderRequired

Replace File

Drive

Folder

File to ReplaceRequired

FileRequired

Convert to Document?

File Name

File Extension

Idempotency Key

Create Shortcut

FileRequired

Drive

Folder

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find a Folder

Folder NameRequired

Drive

Parent Folder

Find or Create Folder

Folder NameRequired

Drive

Parent Folder

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

First NameRequired

Last NameRequired

Email AddressRequired

Company Name

Title