Zapier: Adding a new client creates a new Google Drive folder

When you add a new client to Details Flowers, Zapier will create a new folder for your client.

This will give you a place online to upload and store relevant files for your client. Think inspiration, proposals, and more!

Note: This is not retroactive and will only apply to events you created after implementing this Zap.

New Google Folder - Zapier

Trigger

  • First, click the 'Make a Zap' button.
  • In the search bar, type in 'Details Flowers' and select.
  • Click 'New Client' and then 'Save + Continue'
  • If you have not already connected your Details account, click here to learn how. Otherwise, it will pull up your Details account - click 'Save + Continue'
  • Pick a sample for the next step - it does not need to be a current event. Click 'Continue'
  • Note: You can pull more samples if you like.

Action

  • Click the blue link asking you to add an Action.
  • Search for and click 'Google Drive'
  • Select 'Create Folder'
  • Connect your Google Drive (if needed) and click 'Save + Continue'
  • Next, you'll fill in the required fields to finish up the Zap. Click within the 'Google Drive' box and find 'My Google Drive'
  • Optional: Pick a parent folder.
  • Click in the 'Folder Name' box and select what you would like it to be called. We suggest using 'Contacts Full Name'
  • Click 'Continue'.

Screen Shot 2019-04-05 at 2.21.09 PM

Finishing Up:

  • Once the above is completed, you'll be asked to send a test. Click 'Send Test To Google Drive'
  • A bar will pop up letting you know if the test was successful or not. If successful, click 'Finish'
  • Name your Zap and then click the switch to turn it on.

Check out the Zapier Learning Center!