- How to create new Google Drive folders for newly added SmartSuite records
- 1. Create your playbook and set the SmartSuite trigger as "New record added"
- 2. Add the "Create folder" in Google Drive automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Google Drive and SmartSuite
- Related blog posts
- More how-to guides featuring Google Drive and SmartSuite
How to create new Google Drive folders for newly added SmartSuite records
Create your playbook and set the SmartSuite trigger as "New record added"
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 set up this playbook, click "Add trigger" and then select "New record added" under SmartSuite. Then, select details like the table. This will allow your playbook to automatically detect the newly added record in SmartSuite and initiate necessary actions.
If this is your first time using a SmartSuite integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create folder" in Google Drive automation
Integrate the Google Drive automation into your playbook to ensure the prompt creation of a new folder in Google Drive when a new record has been added on SmartSuite.
Click the "Add step" button, then locate the "Create folder" automation for Google Drive and input the mandatory and relevant details.
If your Google Drive 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 Google Drive account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new folder in Google Drive. Once turned on, it will respond to each newly added record in SmartSuite by creating a new folder on Google Drive 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.