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Zapier tutorials

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Gmail

Google Drive

Pipedrive

Formatter by Zapier

Make sure important files are saved from email with a little help from Zapier. Even better: if you use a CRM, you can get files into the correct client folder. 

How to automatically save client files in the right Google Drive folders

Looking for an easier way to manage email attachments you need to edit? With this integration, new, incoming Gmail email attachments are automatically saved in Google Drive as editable documents. You'll never need to hunt for an old email just to find its attachment again!

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Triggers when any new file is added (inside of any folder).

New File

Triggers when a new file is added directly to a specific folder (but not its subfolders).

New File in Folder

Triggers when a new file is created within, moved to, or uploaded directly to a specific folder (but not its subfolders).

Triggers when a new folder is added directly to a specific folder (but not its subfolders).

New Folder

Triggers when a file is updated in a specific folder (but not its subfolders).

Updated File

Retrieve File or Folder by ID

Find a File

Search for multiple files by name or within a specific folder.

Find Multiple Files

Find a Folder

Find or Create File

Find or Create Folder

Copy File

Copies an existing file from another service to Google Drive.

Upload File

Create Folder

Move File

Upload file(s) to Drive, and optionally replace an existing file.

Upload Multiple Files

Create File From Text

Upload a file to Drive, that replaces an existing file. 

Replace File

Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.

Add File Sharing Preference

Create Shortcut

Update File/Folder Name

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Add new Gmail attachments to Google Drive

Save incoming files quickly and easily with this Google integration. Set it up, and when you label an email in Gmail, Zapier will save any attachments from that email into a specific Google Drive folder. This automation makes it easier to keep up with your most important files.

How to automatically save client files in the right Google Drive folders

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