- How to create new SmartSuite records for new Google Drive files
- 1. Add the Google Drive trigger
- 2. Add the SmartSuite "Create record" automation
- 3. Turn on the 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 SmartSuite records for new Google Drive files
Add the Google Drive trigger
Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.
Click "Add trigger" and select "File added to folder" under Google Drive. Then, select the parent folder. If this is your first time using a Google Drive integration in Relay, you'll be prompted to connect your Google Drive account.
Now, every time a file is added to a folder in Google Drive, your playbook will run automatically.
Add the SmartSuite "Create record" automation
Now you can create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.
Connect SmartSuite to Relay if you haven't already, then fill out the necessary details. You can reference fields from Google Drive to automatically pass along the right data.
Turn on the playbook
When you are done with the playbook, it's time to turn it on.
The playbook will now run automatically whenever a file is added to a folder in Google Drive. You can also click "Check now" to do a manual check whenever you'd like.