IF the note has a tag upload it to GDrive
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Other popular Google Docs workflows and automations
- SMS history
- Save on GDoc any SMS from contact
- If RSS then DRIVE
- Meeting Assistant: generate action items, takeaways, and a summary from meeting notes
- Place Tracking
- From camera to Google Drive
- When a SMS is sent, save it to a Google drive document (each contact gets its own doc)
- Log the exchange rate every day
Useful Google Docs and Pipedrive integrations
Triggers (If this)
- New dealThis trigger fires when there is a new deal.
- New document addedThis trigger fires when a new document is added to a Google Drive folder. Note: only works for docs created after the Applet is turned on.
- New deal matching filterThis trigger fires when there is a new deal which matches a Pipedrive filter.
- New activityThis trigger fires when there is a new activity.
Queries (With)
Actions (Then that)
- Create activityThis action will create an activity.
- Create a documentThis action will create a new Google document at the path you specify.
- Create dealThis action will create a new deal.
- Append to a documentThis action will append to a Google document as determined by the file name and folder path you specify. Once a file’s size reaches 2MB a new file will be created.
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