Level up your client onboarding. Automatically collect content, files and documents from your client with Content Snare: contentsnare.com Learn how to save 100+ hours per month even if you've never used Zapier before in my course at jimmyrose.me/zapier-mastery/
Thanks! Looks like it hasn't rolled out for me yet :( I saw their new docs and it doesn't sound like it's as simple as right clicking on the folder and sharing it. What's the setup like?
Thank you so much for this. I wanted to let you know that I was able to share a folder w/ a shared drive. Maybe they fixed it, or maybe it's because I'm paying for Google Workspace. But it worked for me!
Great to hear. Agreed you can hit limitations of G Forms pretty quickly. If you'd like a demo shoot us a message through the chat icon. Would be good to have a chat and hear about what problem you're looking to solve
Hi there thank you for this great video. Free version of Zapier is limited to 100tasks/month. Do you know how much task spends Creating a folder with the applicants name on the form and placing the uploaded documents of the form to that folder. Is it 1 task for each form or (1 for folder+ 1 for each uploaded document)x ? If this system works i can pay tough... i just wonder how the task system works.
Hey JimmyRose, thank you for your videos, they're terrific. I have a question about creating Google Drive folders using Zapier. I use this Zap for an onboarding process, however, in the process, I create around 15 folders/subfolders. I currently just have a long zap with a step for each folder. I was wondering if there is a tool to use that will be easier?
Quick question. Have everything configured correctly. I even duplicated the same search and if not there create for sub-folders. When sharing is activated and the share link is created. How is that automatically added into the email body to send to the client?
Google should send a normal share link separately. If you want to email your client with the share link yourself, you can just map the share link into the body in Zapier
Great channel Jimmy, congrats, very useful, thanks! I already have an automated structure of Google Drive folders in place however, I need my clients to go through a google sheet checklist in the forlders, which contains a list of all the documents that should be placed in the folders... I'd like to know if it's possible to, next to each item of the checklist, insert a link to the right place in the folder structure so that the clients can actually upload each document to its corresponding folder, and that those links can be replicated dynamically when the folder structure is automatically replicated too, does this make any sense? Cheers!
Sounds like you need Content Snare 😅 You'd have to manually build that spreadsheet at the end of the Zapier automation - adding one row at a time with the correct link
Hey I'm new to this but is it possible to create a folder based on the first letter? We have a lot of clients so I'd want this one you made to go to the A-folder based on first letter, is that a thing?
This is very helpful, but something that I have not been able to figure out is how to move some pictures that are getting uploaded with the google form submission. I have found the function to move a file, but I have not been able to get it to move the pictures that are uploaded with the submission into the folder that is created. Is there something that you could point me to in order to try to get this working?
Hello, Jimmy - Thanks for sharing! I’m just getting into this tool. I’m wondering if there’s a way to link the folders created with a separate Zap? For example, in one Zap it would setup the project main folder & subfolders as well as duplicate any necessary files into those folders. That Zap happens when they first inquire and become a lead. But once they sign the agreement to become a Sold Job, then I want another Zap to grant them access to some of the folders in that first Zap. How can I link this together so the post-agreement signing Zap will give the client permission to those folders from the first Zap? Thanks in advance for any help/clarity here. - Jared
You'll need to do a search from the second zap to find the one that was created previously. Alternatively you could store the folder ID somewhere like a spreadsheet and then look it up from the second zap.
Hi JimmyRose, great videos! I set up my CRM, JobNimbus, to create client folders in Drive whenever I add a new client. Here's what I can't figure out. In the CRM, I might create multiple jobs for the same client, each with it's own files. When I create the client, I can get it to add a folder (with the sub folders inside), as the client folders are all going into the same folder on Drive. But when I set "Create Job" as a trigger for another zap, I cant get the job folder to be created in the appropriate client folder. What am I doing wrong?
Hey Travis. You'll need to also search for the job name within the client folder. To be honest this will be hard to solve in a comments section. If you'd like some one on one help shoot me a message at jimmyrose.me
Love the video and thank you so much for the tutorial!!! I use Zoho CRM to push a webhook from my CRM to my Google Drive via Zapier, and with your tutorial, have figured out how to search for, and then create a new folder if it's not in the parent folder, but do you know if there's a way to update the EXISTING folder name if I update the file name in my CRM, vs. creating a different folder with the updated name? I'm looking for a more dynamic sort of a thing? Thanks again!
Thank you for this awesome video! Question: I'm building this integration to connect Procore --> GDrive (very similar) when a new project is created in Procore. I'd like to funnel the Project's GDrive folders into Markets (for example, when a new project is created with the "Atlanta" city label in Procore, it would create the matching GDrive folders in an Atlanta Sub-Folder in Gdrive. Do I need to create a unique Zap for each market? Or is there a way to do this in one Zap?
Thanks! It's the same concept as finding/creating folders for clients, like in the video. Instead you'll just need a step to find/create the Market folder
Hi Jimmy, thank you for this video for some reason when I created the sharable link to my clients their link takes them in google to a zip file and won't let them access the google folder
Hey Jimmy, is it possible to move this entire folder, with its contents, to another parent folder? Like say you created this folder "ACME CORP" in the folder called "clients", with all of these docs. But say they stop being a client and you want to create a trigger to move their entire folder to another folder called "ex clients". Not copying or duplicating, just moving the folder "ACME CORP" with its contents from parent folder (clients) to another parent folder (ex clients)? Possible? Thanks again!!
Or if you can't move the client folder into another folder, could you rename it? For example, create a trigger to rename the folder "ACME CORP" to something like "old-ACME CORP"? I've been googling and I can't find anything for either moving or renaming folders that already exist. Maybe it's not possible yet?...
Jimmy, thanks so much for this! It's so valuable. So if I wanted to make the Acme Corp parent folder shareable instead of the deliverables one, I just select the ID for that folder instead?
On step #6, how do you know what the folder ID is, when it hasn't been created yet? That's what i"m trying to figure out. Whenever a new lead comes in I want to 1) automatically created a new folder for that lead and then 2) copy multiple templates into that new folder. But on the step where you copy the templates into the folder, where can I find the ID for that folder, seeing as how it hasn't actually been created yet? Or does zapier automatically know that it's the folder ID from step #2? Does that make sense? Thank you! :)
One more question, lol. :D I just realized this this zap is missing one tiny step of what I'm trying to do - "create document from template". For example, in the video you are copying templates into the new folder, without changing any of the information IN those template documents. But what i want to do is, every time the trigger happens 1) a new document gets created from a template (client agreement document) 2) the contents of that template get updated (ie {{clientname}} turns into Client Name, etc); 3) a new client folder gets created ("client folder"), 4) and then the document that was created in steps 1&2 gets moved into the folder that was created in step 2. So the final result is that every time the new client trigger happens 1)I get a new client folder, with 2)a personalized client agreement IN that folder. I just realized that you aren't actually customizing the contents of any of these documents, just the titles. Is that part possible with this zap sequence? Thank you so much again!!
@@_jimmyrose Wow, you have a video for everything! I actually have figured out how to create a customized document from a template, and how to create the new folder, it's the step of moving that new document INTO that new folder that I can't figure out. But going to check out that video now :) Thanks again!!
Hey Jimmy, I just watched the video, and I guess what I'm trying to do is a combo of both that video and this video. In that video you created a custom document from a template, and in this video you MOVED a document from a template into the new folder (without changing the internal contents). But I'm trying to first create a document from template (which I've figured out how to do); create a new client folder (which I've figured out how to do thanks to this video :) ; and then move that new agreement document INTO that new client folder. This last part is what I can't figure out :-/ Maybe it's not possible?
Actually I think I figured it out! Basically the answer is the same answer as my very first question to you on this video. Not sure why I couldn't grasp that at first lol :)
@@Highgrowthlabs oh awesome that you figured it out. I think if you create the folder first you could just create the document from template IN the folder, meaning there would be no need to move it later
You showed how to create an upload file. I wish you had shown how to upload the file. It's disappointing to find someone that you think has solved your problem, watch the video to the end and nothing. Doesn't help my productivity I wasted precious time. Thanks anyways other that that it was a good video.
@@ladyprintboss The video is titled "Creating Google Drive folders" - the keyword being folders. It also doesn't mention Gmail or Dropbox. I keep my videos focussed on the one topic - the same one in the title. What are you actually trying to do? Maybe it's something I could do another video on
Level up your client onboarding. Automatically collect content, files and documents from your client with Content Snare: contentsnare.com
Learn how to save 100+ hours per month even if you've never used Zapier before in my course at jimmyrose.me/zapier-mastery/
I have been trying to get Zapier to perform this exact workflow for days.... I never would have figured this out without you. Thanks!
Great to hear it helped!
Sharing folders in shared drives is now possible!! So happy for this update! Great video by the way!
Thanks! Looks like it hasn't rolled out for me yet :( I saw their new docs and it doesn't sound like it's as simple as right clicking on the folder and sharing it. What's the setup like?
@@_jimmyrose it will work provided the user has manager access
@@chrismaguire931 Since that comment the feature rolled out for us. A long time ago now actually. Stoked!
@@_jimmyrose though the user needs to have Manager access to the shared drive to share a folder from the shared drive with another user
Awsome. I was trying to find a solution to this and you have resolved it!
That's great! Thanks for letting me know you got something out of the video :)
genius. this was very very helpful mate thankyou!
Really helpful, this whole process just solved a question ive been trying to figure out how to solve in our agency. Thank you!
Hey I'm super happy to hear that! Thanks for dropping by
Very useful tutorial! Thank you!
No worries glad to help!
Thank you so much for this. I wanted to let you know that I was able to share a folder w/ a shared drive. Maybe they fixed it, or maybe it's because I'm paying for Google Workspace. But it worked for me!
They did indeed improve this and it's great!
Thanks for this Jimmy. Content Snare looks to be exactly what I have been looking for. Google Forms just doesn't cut it.
Great to hear. Agreed you can hit limitations of G Forms pretty quickly. If you'd like a demo shoot us a message through the chat icon. Would be good to have a chat and hear about what problem you're looking to solve
Excellent tutorial Jimmy!
Thanks Melanie. I always wonder how easy or hard things are going to be to follow so that's great to hear :)
Thank you sir!
You are welcome!
Love this video 👏🏻👏🏻
Thanks Amanda :)
hi JIMMY if i have to stop sharing of multiple google drive folders using a single excel sheet, how can I do it
Hi there thank you for this great video. Free version of Zapier is limited to 100tasks/month. Do you know how much task spends Creating a folder with the applicants name on the form and placing the uploaded documents of the form to that folder. Is it 1 task for each form or (1 for folder+ 1 for each uploaded document)x ? If this system works i can pay tough... i just wonder how the task system works.
Hey JimmyRose, thank you for your videos, they're terrific. I have a question about creating Google Drive folders using Zapier. I use this Zap for an onboarding process, however, in the process, I create around 15 folders/subfolders. I currently just have a long zap with a step for each folder. I was wondering if there is a tool to use that will be easier?
Thanks Julie appreciate you saying that. I'm not aware of any sorry. And yep I know the long zap is a pain in the bum!
Quick question. Have everything configured correctly. I even duplicated the same search and if not there create for sub-folders. When sharing is activated and the share link is created. How is that automatically added into the email body to send to the client?
Google should send a normal share link separately. If you want to email your client with the share link yourself, you can just map the share link into the body in Zapier
Great channel Jimmy, congrats, very useful, thanks! I already have an automated structure of Google Drive folders in place however, I need my clients to go through a google sheet checklist in the forlders, which contains a list of all the documents that should be placed in the folders... I'd like to know if it's possible to, next to each item of the checklist, insert a link to the right place in the folder structure so that the clients can actually upload each document to its corresponding folder, and that those links can be replicated dynamically when the folder structure is automatically replicated too, does this make any sense? Cheers!
Sounds like you need Content Snare 😅
You'd have to manually build that spreadsheet at the end of the Zapier automation - adding one row at a time with the correct link
Hey I'm new to this but is it possible to create a folder based on the first letter? We have a lot of clients so I'd want this one you made to go to the A-folder based on first letter, is that a thing?
Yep you'll just need to use zapier formatter to pull out the first letter then find/create that folder
This is very helpful, but something that I have not been able to figure out is how to move some pictures that are getting uploaded with the google form submission. I have found the function to move a file, but I have not been able to get it to move the pictures that are uploaded with the submission into the folder that is created. Is there something that you could point me to in order to try to get this working?
Hmm sounds strange. I thought an image would work that same as a file so without seeing your exact setup I really have no idea what's going on here :(
After you create the shared link, how do you automatically send the client an email with the shared link?
Use a Gmail action and pull in the link from the share step
Hello, Jimmy -
Thanks for sharing! I’m just getting into this tool. I’m wondering if there’s a way to link the folders created with a separate Zap? For example, in one Zap it would setup the project main folder & subfolders as well as duplicate any necessary files into those folders. That Zap happens when they first inquire and become a lead. But once they sign the agreement to become a Sold Job, then I want another Zap to grant them access to some of the folders in that first Zap. How can I link this together so the post-agreement signing Zap will give the client permission to those folders from the first Zap?
Thanks in advance for any help/clarity here.
- Jared
You'll need to do a search from the second zap to find the one that was created previously. Alternatively you could store the folder ID somewhere like a spreadsheet and then look it up from the second zap.
Hi JimmyRose, great videos! I set up my CRM, JobNimbus, to create client folders in Drive whenever I add a new client. Here's what I can't figure out. In the CRM, I might create multiple jobs for the same client, each with it's own files. When I create the client, I can get it to add a folder (with the sub folders inside), as the client folders are all going into the same folder on Drive. But when I set "Create Job" as a trigger for another zap, I cant get the job folder to be created in the appropriate client folder. What am I doing wrong?
Hey Travis. You'll need to also search for the job name within the client folder. To be honest this will be hard to solve in a comments section. If you'd like some one on one help shoot me a message at jimmyrose.me
Love the video and thank you so much for the tutorial!!! I use Zoho CRM to push a webhook from my CRM to my Google Drive via Zapier, and with your tutorial, have figured out how to search for, and then create a new folder if it's not in the parent folder, but do you know if there's a way to update the EXISTING folder name if I update the file name in my CRM, vs. creating a different folder with the updated name? I'm looking for a more dynamic sort of a thing? Thanks again!
Thanks Jason! Right now the Google Drive integration doesn't support renaming folders :(
Hi Jimmy, this was awesome, thanks. Where can I find part two of this? I can't seem to find the link.
No worries! It hasn't been made yet. Unfortunately since you can't reupload TH-cam videos you have to preempt TH-cam videos 🤦
@@_jimmyrose Okay thanks, was wondering, I kept looking but wasn't finding it, thought it was just me.
@@LoriNewmanWebSolutions sorry!
@@_jimmyrose no problem, I'm subscribed so I won't miss it when you do ;)
Thank you for this awesome video! Question: I'm building this integration to connect Procore --> GDrive (very similar) when a new project is created in Procore. I'd like to funnel the Project's GDrive folders into Markets (for example, when a new project is created with the "Atlanta" city label in Procore, it would create the matching GDrive folders in an Atlanta Sub-Folder in Gdrive. Do I need to create a unique Zap for each market? Or is there a way to do this in one Zap?
Thanks! It's the same concept as finding/creating folders for clients, like in the video. Instead you'll just need a step to find/create the Market folder
Hi Jimmy, thank you for this video for some reason when I created the sharable link to my clients their link takes them in google to a zip file and won't let them access the google folder
No worries. That sounds like the Zapier step is operating on the wrong item in your Google Drive
Hey Jimmy, is it possible to move this entire folder, with its contents, to another parent folder? Like say you created this folder "ACME CORP" in the folder called "clients", with all of these docs. But say they stop being a client and you want to create a trigger to move their entire folder to another folder called "ex clients". Not copying or duplicating, just moving the folder "ACME CORP" with its contents from parent folder (clients) to another parent folder (ex clients)? Possible? Thanks again!!
Or if you can't move the client folder into another folder, could you rename it? For example, create a trigger to rename the folder "ACME CORP" to something like "old-ACME CORP"? I've been googling and I can't find anything for either moving or renaming folders that already exist. Maybe it's not possible yet?...
I don't think so. It's doable with Integromat though - there's an action for moving folders csnare.com/integromat
@@_jimmyrose Thanks Jimmy. Too bad.
Jimmy, thanks so much for this! It's so valuable. So if I wanted to make the Acme Corp parent folder shareable instead of the deliverables one, I just select the ID for that folder instead?
That's bloody great to hear. Yep you're exactly right
@@_jimmyrose Amazing! Just to double check your course price is in AUD? :)
@@agimaguire3244 Nah but drop me a message through the contact form and I'll sort something out for you
@@_jimmyrose I just wanted to know if it's AUD or USD I need to convert to €. :)
@@agimaguire3244 ah sorry thought you were in Aus. It's in USD
On step #6, how do you know what the folder ID is, when it hasn't been created yet? That's what i"m trying to figure out. Whenever a new lead comes in I want to 1) automatically created a new folder for that lead and then 2) copy multiple templates into that new folder. But on the step where you copy the templates into the folder, where can I find the ID for that folder, seeing as how it hasn't actually been created yet? Or does zapier automatically know that it's the folder ID from step #2? Does that make sense? Thank you! :)
Yep, the action where you create the folder will give you the ID of the folder it just created :)
@@_jimmyrose Awesome, thank you :)
@@Highgrowthlabs no probs
One more question, lol. :D I just realized this this zap is missing one tiny step of what I'm trying to do - "create document from template". For example, in the video you are copying templates into the new folder, without changing any of the information IN those template documents.
But what i want to do is, every time the trigger happens 1) a new document gets created from a template (client agreement document) 2) the contents of that template get updated (ie {{clientname}} turns into Client Name, etc); 3) a new client folder gets created ("client folder"), 4) and then the document that was created in steps 1&2 gets moved into the folder that was created in step 2.
So the final result is that every time the new client trigger happens 1)I get a new client folder, with 2)a personalized client agreement IN that folder. I just realized that you aren't actually customizing the contents of any of these documents, just the titles. Is that part possible with this zap sequence? Thank you so much again!!
I have a separate video on that :) th-cam.com/video/ix_FyRMUl4A/w-d-xo.html
@@_jimmyrose Wow, you have a video for everything! I actually have figured out how to create a customized document from a template, and how to create the new folder, it's the step of moving that new document INTO that new folder that I can't figure out. But going to check out that video now :) Thanks again!!
Hey Jimmy, I just watched the video, and I guess what I'm trying to do is a combo of both that video and this video. In that video you created a custom document from a template, and in this video you MOVED a document from a template into the new folder (without changing the internal contents). But I'm trying to first create a document from template (which I've figured out how to do); create a new client folder (which I've figured out how to do thanks to this video :) ; and then move that new agreement document INTO that new client folder. This last part is what I can't figure out :-/ Maybe it's not possible?
Actually I think I figured it out! Basically the answer is the same answer as my very first question to you on this video. Not sure why I couldn't grasp that at first lol :)
@@Highgrowthlabs oh awesome that you figured it out. I think if you create the folder first you could just create the document from template IN the folder, meaning there would be no need to move it later
if you are looking to upload your files from gmail to drop box or whatever cloud platform save your time because the guys totally skips over it. SMH
Yeah, because that's not even the topic of the video
You showed how to create an upload file. I wish you had shown how to upload the file. It's disappointing to find someone that you think has solved your problem, watch the video to the end and nothing. Doesn't help my productivity I wasted precious time. Thanks anyways other that that it was a good video.
@@ladyprintboss The video is titled "Creating Google Drive folders" - the keyword being folders. It also doesn't mention Gmail or Dropbox. I keep my videos focussed on the one topic - the same one in the title.
What are you actually trying to do? Maybe it's something I could do another video on
It's pretty sad you can't do this in Google, and that you have to use a third party app. SMH
How would Google know when to create a folder without a third party app?