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.

Teamleader
Trigger: Watch Accepted Deals
Google Drive
Action: Select an action
1. Select a trigger
  • Triggers when a deal is accepted.

  • Triggers when an invoice has been booked.

  • Triggers when a new company is added.

  • Triggers when a company has been updated.

  • Triggers when a company has been updated.

  • Triggers when a contact has been updated.

  • Triggers when a new contact is added.

  • Triggers when a contact has been updated.

  • Triggers when a deal enters a different phase.

  • Triggers when a new deal is created.

  • Triggers when a milestone has been updated.

  • Triggers when a new milestone has been added.

  • Triggers when an invoice is paid.

  • Triggers when a project has been updated. Available only for Teamleader V1.

  • Triggers when a new project has been created. Available only for Teamleader V1.

  • Triggers when a project is updated. Available only for Teamleader V2.

  • Triggers when a new project is created. Available only for Teamleader V2.

  • Triggers when an invoice has been sent.

  • Triggers when a user has been deactivated.

2. Select an action
  • Makes a copy of an existing file.

  • Creates a file from a text plain.

  • Creates a new file or folder shortcut.

  • Creates a new folder.

  • Creates a new shared drive.

  • Deletes a file's revision.

  • Permanently deletes a file or folder owned by the user without moving it to the trash. 

  • Deletes a shared drive without any content.

  • Downloads a file.

  • Gets a specified file's revision.

  • Retrieves a file or folder path for an ID.

  • Gets a share link for file or folder.

  • Gets a shared drive's metadata by ID.

  • This is the module to maintain/edit google-custom connection

  • Performs an arbitrary authorized API call.

  • Moves a file or folder to a different location in Google Drive.

  • Moves a file or folder to trash.

  • Renames an existing folder.

  • Revokes a file or folder access.

  • Updates a file's metadata and/or content.

  • Updates an existing file's revision.

  • Updates an exisitng file or folder access.

  • Updates an existing shared drive. For admins only.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)