Get a head start with this pre-made Zapier template (click the image below):
Beginner: Create a folder
If you are just getting started, this video will walk you through the basics of creating a folder in Google Drive when a proposal is accepted in Practice Ignition.
Intermediate: Prevent duplicating folders for existing clients.
learn how to use a filter to prevent another folder from being created when an existing client signs a 2nd proposal in Practice Ignition
Advanced: Update sharing preferences and send the link to your client automatically
You've created the folder but now you need to share it with your client. Here's how to do it automatically
Rock Star: Create multiple folders inside your Shared Customer folder (including sharing standard documents).
If you need to create a folder structure for your client (for example, separate folders for different financial years) AND share standard documents (such as checklists/preparatory documents) here's how you can do it:
FINDING THE FILE YOU WANT TO COPY:
In the video, I simply grab a file that showed up in the list. If you want to copy a specific file and share it in a different folder, follow these steps:
1. When you select the "Copy file" action, under the file name, click on the + button on the right and scroll to the bottom until you see "use custom value". This will change the filed and ask for a "Custom Value for File ID"
2. Next, go into Google Drive and search for the specific file you are looking for. Open it up and copy the URL. You will extract the ID from the URL. As an example, this full URL:https://docs.google.com/document/d/1b9xbP11HkWSW3pL7u0Wh_Atwl60W-nF-HldF-43mym4/edit
includes the ID: 1b9xbP11HkWSW3pL7u0Wh_Atwl60W-nF-HldF-43mym4
(basically, everything after /d/ and before /edit)
Paste the ID into that field.
Choose the folder you want it to go to (hint, if you can't see the folder you're looking for you can do the same as above. find the folder, grab the ID and use the custom value).