Connect Google Drive and crm-people to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated File in specific folder
Choose an Action
Automatically do this!
- Request a new Action for crm-people
Enable Integrations or automations with these events of Google Drive and crm-people
Enable Integrations or automations with these events of Google Drive and crm-people
Triggers
New or Updated File in specific folder
Return files that were created or modified in a specified Google Drive folder within the configured time window.
Actions
Create a new sheet or doc or slide
Create a new Google Docs document, Sheet, or Slide in Google Drive and optionally save it to a chosen folder.
Create a Folder
Create a new folder in Google Drive. Optionally specify a parent folder to place it inside.
Share a File
Grant a specific user or anyone access to a Google Drive file as Viewer, Commenter, or Editor.
Copy a File
Make a copy of a Google Drive file into a selected folder, optionally giving it a new name.
List Files
Get files from Drive or folder
Share File With Anyone
Make a file accessible via a shareable link and set access level (Viewer, Commenter, Editor).
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Frequently Asked Questions
To start, connect both your Google Drive and crm-people accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in crm-people (or vice versa).
Absolutely. You can customize how Google Drive data is recorded in crm-people. This includes choosing which data fields go into which fields of crm-people, setting up custom formats, and filtering out unwanted information.
The data sync between Google Drive and crm-people typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Drive and crm-people. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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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