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Workflow Step "Create New & Improved" to Google Sheets "Financial Planning Task List"

“Anytime a workflow step complete is created in Wealthbox CRM, find a file in Google Drive and copy file in Google Drive.”

Carl Grandecreated by Carl Grande

This Zap uses the private apps GoogleDriveCLIAPI and GoogleDriveCLIAPI.

This means the developers of these apps haven’t completed our full quality assurance steps. Zapier has limited details on these apps and as a result can’t offer support for them. If you have questions about these apps, please contact the person who gave you access to this Zap.
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This Zap works in 3 steps …

  • Step 1 - Trigger

    Anytime a workflow step complete is created in Wealthbox CRM

  • Step 2 - Action

    Filter my data in Filter by Zapier

  • Step 3 - Action

    Find a file in Your App

    • 2 minutes to set up
    • Get back 1.2 hrs /week
    • 7 people use this app pairing

    This Zap uses the following 2 apps

    • Wealthbox CRM logo
    • GoogleDriveCLIAPI logo

    Wealthbox CRM + GoogleDriveCLIAPI

    Check out all the other ways you can connect Wealthbox CRM and GoogleDriveCLIAPI.
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