Google Drive + Moxie

Create new Google Drive folders when agreements are signed in Moxie

Keep your Google Drive organized efficiently every time a new agreement is signed in Moxie. This workflow assists you in generating a new folder in Google Drive whenever an agreement gets finalized in Moxie. No more manual folder creation, this automation helps you streamline the document organization process, saving you time and reducing the risk of misplaced documents.

When this happens...
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
TriggerInstant
automatically do this!
Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
ActionWrite

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Supported triggers and actions

Agreement Sent
Triggers when a proposal is sent either via link or email.
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Agreement Viewed
Triggers when a user views the proposal.
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Instant
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Client Deleted
Triggers when a client record is deleted in Moxie.
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Instant
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Task Created
Triggered when a Project Task is created
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Instant
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Task Updated
Triggered with a Project Task is updated.
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Instant
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- Form IDRequired
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Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
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Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
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Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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Instant
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Project Created
Triggers when a new project is created in Moxie.
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Instant
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
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Instant
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Ticket Comment
Triggers when a comment is created on a ticket
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Instant
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Ticket Deleted
Triggers when a support ticket is deleted
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Instant
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Time Worked Created
Triggers when a new time worked entry is created.
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Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
Action
Write
- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
Action
Write
- Event IdRequired
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write
- Drive
Trigger
Polling
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- Drive
- Folder
Trigger
Polling
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- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- FileRequired
- Export FormatRequired
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write
- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Drive
- Copy
- Folder
- File
- Name
- Description
- Starred
- Folder Color (RGB)
- Custom Properties
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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
- Folder
- File IDRequired
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search or write

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Trigger
Instant
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Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
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Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
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Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
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Ticket Closed
Triggers and a support ticket is closed
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Instant
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Ticket Created
Triggers when a new support ticket is created
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Instant
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Ticket Updated
Triggers when a support ticket is updated
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Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
Trigger
Instant
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search
- Drive
- Folder
- Include Subfolders?
- Subfolder Depth Limit
- Include Deleted Files?
Trigger
Polling
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- Drive
- Folder
- Include Deleted
Trigger
Polling
Try It
- Drive
- Folder
- FileRequired
- Confirm deletionRequired
Action
Write
- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write
- Drive
- Folder
- FileRequired
- Email Address
- Permission ID
Action
Write
- Shared Drive NameRequired
- Theme ID
- Color RGB
- Background Image File ID
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension Copy
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Drive
- File or Folder IDRequired
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write

About Google Drive

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