Zapier: Create a Google Drive Folder For Clients

Learn how to automatically create a folder to share with your client in Google Drive, when they accept an Ignition proposal

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Get a head start with this pre-made Zapier template (click the image below):

If you are just getting started, this video will walk you through the basics of creating a folder in Google Drive when a proposal is accepted in Ignition. 

learn how to use a filter to prevent another folder from being created when an existing client signs a 2nd proposal in Ignition

You've created the folder but now you need to share it with your client. Here's how to do it automatically

If you need to create a folder structure for your client (for example, separate folders for different financial years) AND share standard documents (such as checklists/preparatory documents) here's how you can do it:

FINDING THE FILE YOU WANT TO COPY:

Go into Google Drive and search for the specific file you are looking for. Open it up and copy the URL. You will extract the ID from the URL. As an example, this full URL:https://docs.google.com/document/d/1b9xbP11HkWSW3pL7u0Wh_Atwl60W-nF-HldF-43mym4/edit

includes the ID: 1b9xbP11HkWSW3pL7u0Wh_Atwl60W-nF-HldF-43mym4
(basically, everything after /d/ and before /edit)

Paste the ID into that field.

Choose the folder you want it to go to (hint, if you can't see the folder you're looking for you can do the same as above. find the folder, grab the ID and use the custom value).

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