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

■Overview

Do you manually link contact information managed in Bitrix24 with Google Drive folders that store related documents? As the number of contacts grows, management becomes increasingly complex, making mistakes such as failing to create folders more likely.
This workflow connects Bitrix24 and Google Drive to automatically create a related folder whenever a new contact is created. Automate this repetitive task to eliminate manual work and streamline customer management.

■Who this template is for

• Anyone using Bitrix24 and Google Drive who wants to reduce the time spent creating folders manually
• Sales representatives who want to accurately link customer information with related files and prevent omissions
• Anyone who wants to automate the integration between Bitrix24 and Google Drive to improve productivity across their team

■Benefits of using this template

• A Google Drive folder is automatically created when a contact is created in Bitrix24, reducing the time previously spent on manual folder creation
• Prevent missed folder creation and inconsistent naming caused by manual work, reduce the risk of human error, and centralize data management

■How the Flowbot works

1. First, connect Bitrix24 and Google Drive to Yoom
2. Next, select Bitrix24 as the trigger and set the “When a new contact is created” action to define when the Flowbot starts
3. Then, set the Google Drive “Create a folder” action as an operation to automatically create a folder based on the contact information retrieved by the trigger
4. Finally, set the Bitrix24 “Update a contact” action as another operation to write the URL of the created Google Drive folder and other details back to the relevant contact

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

■Customization options

• In the Google Drive folder creation operation, specify the parent folder where you want to create the new folder
• You can dynamically set the folder name using Bitrix24 contact information retrieved by the trigger, such as the company name or contact person’s name, or combine it with fixed text

■Notes

• ‍‍Connect both Bitrix24 and Google Drive to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan. Please note this when selecting your plan.