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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 CRM Sale" in Yoobi.

You’re connected!

Zapier seamlessly connects Google Drive and Yoobi, 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
- Primary Contact
  Required
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- Include Activities
- Include Budget
- Include Description
- Status
Trigger
Polling
Try It
- Customer Code
  Required
- CRM Sale code
- CRM Sale Name
- CRM Sale Scheme
  Required
- CRM Sales Scheme Phase
  Required
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this sale
  Required
- Currency
  Required
- Expected sale date
  Required
- Description
Action
Write
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Write
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
Action
Write
- Employee Number
  Required
- Day of Registrations
  Required
- Month of Registrations
  Required
- Year of Registrations
  Required
- Project code or ID
- State of periode
  Required
Action
Write
- Invoice Number or Invoice ID
  Required
- Amount
  Required
- Fully Paid
  Required
- Currency
Action
Write
- Primary Contact
  Required
- Customer Name
- Contact Name
- Keyword
Action
Search
- CRM Sale Code
- Customer of Relation Code
Action
Search
- CoC Number
Action
Search
- Email
  Required
Action
Search
- Invoice Number or Invoice ID
  Required
- PDF toevoegen
Action
Search
- Project Code or Project ID
  Required
Action
Search
- Code
  Required
- Level of detail
- Name
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- VAT Number
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- Project Code or Project ID
  Required
- Name
- Code
- State
- Start Date
- End Date
- Label
- Classification
- Customer Code
- Department Name
- Ledger Account
- Cost Center
- Cost Unit
- Currency
- Main Project Code
- External Approval Email
- External Approval Report Comment
- External Approval Weekly
- External Approval Reminder Days
- External Approval Language Code
- First Name
- Last Name
- Infix
- Project Role Name
- Employee Number
- Name
- Start Date
- Description
- End Date
- State
- Exclude Approval
- Type
- Is Billable
- Ledger Account
- Cost Center
- Cost Unit
- Activity Specify
- Note Required
- Link Project Employee
- Show Custom Fields
- Budget Type
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
- Changed Since date
  Required
- Primary Contact
  Required
Trigger
Polling
Try It
New CRM Sale
Triggers when a new CRM sale record is created
Trigger
Polling
Try It
New Department
Triggers when a new department is created.
Trigger
Polling
Try It
- Month
- Invoice state
  Required
Trigger
Polling
Try It
New Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Trigger
Polling
Try It
- Customer ID
- Customer Code
- CRM Task Type
- Subject
- Task Description
- Planned Date
- Planned Time
- Planned End Date
- Planned End Time
- Executed Date
- Executed Time
- Priority
- Username
- Resourcegroup
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Phone
- Person ID
- Contact Info ID
- Notification Moment
- Notification User ID
- Notification Date Offset
- Project ID
- CRM Sale ID
- Taskreport
Action
Write
- First Name
- Initials
- Middle Name
- Last Name
  Required
- Gender
- Date of Birth
- Employee Number
  Required
- BSN
- Employee Abbreviation
- Job Name
- Start Registration Date
- Start Date
- End Date
- Cost Center
- Cost Unit
- Allow Overtime
- Department
- Resource Group
- State
- Contract Start Date
- Contract End Date
- Contract FTE
- User State
- Username
- User Email
- User Language
- Show Custom fields
Action
Write
- Employee Number
  Required
- Registration Date
  Required
- Project Name
  Required
- Activity Name
  Required
- Type of Registration
  Required
- Cost Registration
- Time Registration
  Required
- Number Registration
- Registration Remarks
Action
Write
- Version
  Required
Action
Write
- Project ID
  Required
- Project Code
  Required
- Project Name
  Required
- State
- End Date
Action
Write
- Type
- Email or Phone
  Required
Action
Search
- Customer Name or ID
  Required
- Level of detail
Action
Search
- VAT Number
Action
Search
- Employee number or Employee ID
  Required
Action
Search
- Order number
  Required
Action
Search
- CRM Sale code
- Customer Code
  Required
- CRM Sale Name
- CRM Sale Scheme
  Required
- CRM Sales Scheme Phase
  Required
- CRM Sale source
- Product Group
- Employee number
- First name
- Infix
- Last Name
- Percentage of this sale
- Value of this sale
  Required
- Currency
  Required
- Expected sale date
  Required
- Description
Action
Search or write
- CoC Number
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- E-mail
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write
- E-mail
  Required
- Name
  Required
- Code
  Required
- Customer Category
- Keywords
- Description
- KvK
- KvK City
- VAT/BTW
- Invoice Salutation
- Invoice Expiration Days
- IBAN
- Mobile Phone
- Fax
- Website
- Phone
- Billing E-mail
- Ledger Account
- Ledger Account Turnover
- Cost Center
- Cost Unit
- Status
  Required
- Visiting Address
- Visiting Address City
- Visiting Address Country
- Visiting Address Postalcode
- Visiting Address Note
- Billing Address
- Billing Address City
- Billing Address Country
- Billing Address Postcode
- Billing Address Note
- Mailing Address
- Mailing Address City
- Mailing Address Country
- Mailing Address Postalcode
- Mailing Address Note
- Initials
- Fist Name
- Infix
- Last Name
- E-mailaddress
- Phone
- Gender
- Title
- Function
- Department
- Note
- Employee Number
- Show Custom Fields
Action
Search or write

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Connect Google Drive and Yoobi 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 Yoobi integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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.

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About Yoobi

Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.

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