Create a folder in Google Drive when a deal is created in Bitrix24

■Overview

Do you manually create a folder in Google Drive to store related documents every time a new deal is created in Bitrix24? While this task is simple, it can become time-consuming as the number of deals increases and may lead to issues such as naming errors. By integrating Bitrix24 with Google Drive, this workflow automatically creates a designated folder whenever a Deal is created. Eliminate inefficient manual work and streamline your deal management process.

■Recommended for

• Sales professionals who manage deals in Bitrix24 and store documents in Google Drive
• Anyone who finds manually creating folders between Bitrix24 and Google Drive time-consuming
• Anyone looking to automate their deal management process and improve team-wide productivity

■Benefits of using this template

• When a Deal is created in Bitrix24, a folder is automatically generated in Google Drive, reducing the time spent on manual work
• Standardize your folder naming conventions to help prevent human errors such as input mistakes and missed folder creation that can occur during manual setup

■Workflow

1. First, connect Bitrix24 and Google Drive to Yoom
2. Next, select Bitrix24 as the trigger and set the “New Deal” action so the workflow starts whenever a new Deal is created
3. Then, select Google Drive as the operation and set the “Create a folder” action to create a folder based on the information retrieved by the trigger
4. Finally, set Bitrix24’s “Update Deal” action as the operation to add the URL of the created Google Drive folder and other details to the relevant Deal information

※“Trigger”: An action that starts the workflow; “Operation”: An action that processes data within the workflow after the trigger starts

■Customization options

• For the Google Drive folder creation action, customize the folder name by combining the Deal name, customer name, or other information retrieved from Bitrix24
• You can also specify any folder in Google Drive as the parent folder where the new folder will be created

■Notes

• ‍‍Connect both Bitrix24 and Google Drive to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies depending on your plan.