Capsule CRM and Google Drive integrations and automations

Do everything in one place

Customize your Capsule CRM and Google Drive integration with the following triggers and actions.

Triggers

When this happens…

Capsule CRM
  • New opportunity
    New opportunity in Capsule CRM
  • New organization
    New organization in Capsule CRM
  • New opportunity from a specific party
    New party opportunity in Capsule CRM
  • New person
    New person in Capsule CRM

    • Any other trigger you can think up

Google Drive
  • New activity
    New activity in Google Drive
  • New CSV file Batch
    New CSV file in Google Drive
  • New file or folder in folder hierarchy
    New file or folder in folder hierarchy in Google Drive
  • New file or folder Real-time
    New file or folder in Google Drive

    • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Add opportunity
    Add opportunity to Capsule CRM
  • Add organization
    Add organization to Capsule CRM
  • Add person
    Add person to Capsule CRM
  • Search organizations Batch
    search organizations in Capsule CRM
  • Search people Batch
    search people in Capsule CRM
  • Update opportunity
    Update opportunity to Capsule CRM
  • Update organization
    Update organization to Capsule CRM
  • Update person
    Update person to Capsule CRM

    • Any other action you can think up

Google Drive
  • Custom action
    Custom action in Google Drive (Custom)
  • Add permission to a file
    Add permission to a particular file in Google Drive
  • Copy file
    Copy a file in Google Drive
  • Create folder
    Create folder in Google Drive
  • Delete file
    Delete a file from Google Drive
  • Download file
    Download file contents from Google Drive
  • Export file
    Export a file in Google Drive
  • Get permission of a file
    Get permission of a particular file in Google Drive
  • List permissions of a file Batch
    List permissions of a particular file in Google Drive
  • Rename or move file/folder
    Rename/move file or folder in Google Drive
  • Remove permissions from a file
    Remove permission from a particular file in Google Drive
  • Search files or folders Batch
    Search files or folders in Google Drive
  • Update permission of a file
    Update permission of a particular file in Google Drive
  • Upload file
    Upload file to Google Drive

    • Any other action you can think up

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