In this how-to guide

How to automate adding a project in Pipedrive when a folder is created in Google Drive
1. Create your playbook and set the Google Drive trigger as "Folder created"
2. Add the "Add project" in Pipedrive automation
3. Activate your Relay.app playbook
Learn more about integrating with Pipedrive and Google Drive
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How to automate adding a project in Pipedrive when a folder is created in Google Drive

How to automate adding a project in Pipedrive when a folder is created in Google Drive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Google Drive, and many other apps. In this guide, we'll show you how to automatically run the “add project” action in Pipedrive for each folder created in Google Drive using Relay.app.

Try it in Relay.app

Google Drive > Pipedrive

Trigger

Last triggered

Folder created

Add project

1

Create your playbook and set the Google Drive trigger as "Folder created"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Folder created" under Google Drive. Then, select details like the folder name. This will allow your playbook to automatically detect the new folder created in Google Drive and initiate necessary actions.

If this is your first time using a Google Drive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Add project" in Pipedrive automation

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new folder is created in Google Drive.

Click the "Add step" button, then locate the "Add project" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the addition of a new project in Pipedrive. Once turned on, it will respond when a new folder is created in Google Drive by adding a new project in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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