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CDP & CRM CareCloud
Google Drive

Connect CDP & CRM CareCloud and Google Drive

Explore ready-made CDP & CRM CareCloud and Google Drive templates and start automating in minutes.

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Create a custom workflow

Integrate CDP & CRM CareCloud with Google Drive and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Google Drive
Trigger: Watch All Files
CDP & CRM CareCloud
Action: Select an action
1. Select a trigger

  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

2. Select an action

  • Adds a new campaign to CRM CareCloud.

  • Adds a new customer account in CRM CareCloud.

  • Adds a new event to CRM CareCloud.

  • Adds a new specific customer property record to a customer account.

  • Sends the final closed bill to CareCloud.

  • Deletes a specific customer property record on a customer account.

  • Gets information about all details of a specific campaign.

  • Gets information about a specific customer account.

  • Gets information about a specific product group.

  • Gets information about a specific product.

  • Gets information about points overview of the customer in time interval.

  • Shows credit, point and voucher summary of purchase.

  • Performs an arbitrary authorized API call.

  • Updates the information on a specific customer account.

  • Updates a specific customer property record on a customer account.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between CDP & CRM CareCloud and Google Drive.

Copy a File
Makes a copy of an existing file.
Action
Create a Campaign
Adds a new campaign to CRM CareCloud.
Action
Create a File from Text
Creates a file from a text plain.
Action
Create a File/Folder Shortcut
Creates a new file or folder shortcut.
Action
Create a Folder
Creates a new folder.
Action
Create a New Customer
Adds a new customer account in CRM CareCloud.
Action
Create a New Event
Adds a new event to CRM CareCloud.
Action
Create a Property to a Customer
Adds a new specific customer property record to a customer account.
Action
Create a Purchase
Sends the final closed bill to CareCloud.
Action
Load more

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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.