Create Google Drive folders for new cases on Workbooks CRM
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
- A new case is created in Workbooks CRM
- Zapier creates a new folder in Google Drive
Apps involved
- Workbooks CRM
- Google Drive
- When this happens...New CaseTriggers when a new case is created.
- automatically do this!Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
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More things you can do with Workbooks CRM and Google Drive
Discover other triggers and actions you can use with Workbooks CRM and Google Drive
- New Case
Triggers when a new case is created.
Try ItTriggerInstant - New Person
Triggers when a new person is created.
Try ItTriggerInstant - Posted Credit Note
Triggers when a credit note is posted.
Try ItTriggerInstant - Lookup nameRequired
- Value
- Value list
- Default value
ActionWrite
- New Organisation
Triggers when a new organisation is created.
Try ItTriggerInstant - New Sales Lead
Triggers when a new sales lead is created.
Try ItTriggerInstant - Posted Invoice
Triggers when an invoice is complete and its status posted.
Try ItTriggerInstant - Marketing CampaignRequired
- Party or Lead IDRequired
- Party or Lead TypeRequired
- Member's NameRequired
- Status
ActionWrite







