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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New File" from Google Drive.

Add your action

An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.

You’re connected!

Zapier seamlessly connects Google Drive and Perfex CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It
- File
  Required
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- File
  Required
- Export Format
  Required
Action
Write
- Drive
- Parent Folder
- Folder Name
  Required
Action
Write

- Drive
- Folder
- File Name
  Required
- File Content
  Required
- Convert to Document?
Action
Write
- Drive
- Folder
- File to Replace
  Required
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write

- Drive
- File_id
  Required
- Sharing Preference
  Required
- Organization Domain
Action
Write
- Drive
- Copy
- Folder
- File
- Name
- Description
- Starred
- Folder Color (RGB)
- Custom Properties
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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 ID
  Required
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Parent Folder
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Parent Folder
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Project Name
  Required
- Related Type
  Required
- Client ID
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Task Name
  Required
- Start Date
  Required
- Is Public?
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
- Tags
- Description
Action
Write
- Client Id
  Required
- Estimate Number
  Required
- Estimate Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Description
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
  Required
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- ID
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

- Drive
- Folder
- Include Subfolders?
- Subfolder Depth Limit
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include_deleted
Trigger
Polling
Try It
- Drive
- Folder
- File
  Required
- Confirm deletion
  Required
Action
Write
- Drive
- Folder
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
  Required
Action
Write
- Drive
- Folder
- File
  Required
- Email Address
- Permission ID
Action
Write
- Shared Drive Name
  Required
- Theme ID
- Color RGB
- Background Image File ID
Action
Write
- File
  Required
- 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 ID
  Required
Action
Search
- Filename
  Required
- Search_type
- Drive
- Folder
- File_types
Action
Search
- Filename
  Required
- Search_type
- Drive
- Folder
- File_types
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Search or write
New Contract
Triggers when a new contract created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phonenumber
- Company
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Date
  Required
- Open Till Date
- Currency Id
  Required
- Email
  Required
- Discount Type
- Status Id
- Assigned id
- Item Id
  Required
- Item Related Id
  Required
- Item Rel Type
  Required
- Item Descption
  Required
- Item Long Description
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Unit
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- ID
  Required
Action
Search

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Connect Google Drive and Perfex CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Google Drive on the Zapier blog

Make work flow with AI

Level up your Google Drive to Perfex CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Google Drive + Perfex CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Drive and Perfex CRM

How do I integrate Google Drive with Perfex CRM?

Integrating Google Drive with Perfex CRM can be done using our automation platform. You'll need to set up triggers and actions where an event in one application automatically causes an event in the other. For example, a new file added to Google Drive can update a client record in Perfex.

What are common triggers for the Google Drive and Perfex CRM integration?

Common triggers include adding a new file or folder in Google Drive and updating or creating a new contact or task in Perfex CRM. These events can prompt actions within each system, allowing seamless updates across platforms.

Can I automatically upload files from Perfex CRM to Google Drive?

Yes, you can automate the upload of files from Perfex CRM to Google Drive. By setting up an action that triggers whenever a file is uploaded or updated in Perfex, you can ensure it copies over to your specified folder in Google Drive.

Is it possible to create folders on Google Drive via actions initiated from Perfex CRM?

Absolutely. Our integration allows you to create a folder on Google Drive whenever a trigger is set off in Perfex CRM, such as adding a new project, ensuring your organization stays consistent across platforms.

Are there any limitations when using our platform between Google Drive and Perfex CRM?

While we aim for seamless interaction, some limitations exist such as storage limits on free accounts or restrictions based on user permissions within both applications. We recommend checking both systems' guidelines for these details.

How do actions work between these applications? For instance, if I change something in one app, how does it reflect in the other?

Once integrated, an action like updating contact information in Perfex CRM could automatically adjust corresponding files or folders linked within your Google Drive setup according to predefined rules.

Can I synchronize specific documents across both platforms through your integration?

Yes, specific document synchronization is possible. You can set rules so that certain types of files added or modified will trigger corresponding updates across either the Google Drive or the cloud storage section of your choice within Perfex CRM.

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 moreLearn moreHelpHelp

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