Automate Google Drive Folder Creation for Clients with Pabbly Connect and Content Snare

Learn how to automate Google Drive folder creation for clients using Pabbly Connect and Content Snare. Follow this detailed tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate Google Drive folder creation for clients, start by accessing Pabbly Connect. This powerful integration tool allows you to connect various applications seamlessly.

First, sign up for a free account on Pabbly Connect. After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Content Snare Request to Google Drive Folder’ and click the create button to proceed.

2. Configuring the Trigger Event with Content Snare

In this section, you will set up the trigger event that initiates the automation process. Select the trigger application as Pabbly Connect and search for ‘Content Snare’ to choose it.

• Choose the trigger event as ‘Request Published’.
• Copy the webhook URL provided by Pabbly Connect.
• Navigate to Content Snare, go to settings, and add a new webhook using the copied URL.

Finally, select the event that triggers the workflow and click on the update button to save your settings. Once the webhook is updated, you can perform a test submission to ensure it captures the data correctly.

3. Creating a Google Drive Folder Automatically

Now that you have set up the trigger, the next step is to create a folder in Google Drive using Pabbly Connect. Search for ‘Google Drive’ in the action application section.

• Select the action event as ‘Create a File or Folder’.
• Connect your Google account by signing in and granting access.
• Specify the folder name using the client’s unique ID from the previous step.

After mapping the folder name, click on ‘Save and Send Test Request’. This action will create a new folder in your Google Drive, which can be verified in your Drive account.

4. Sharing the Google Drive Folder with the Client

Once the folder is created, you can share it with your client automatically using Pabbly Connect. Click the plus icon to add another action step and select ‘Share a File or Folder by ID’.

Use the existing Google Drive connection for this action. Map the folder ID from the previous step to share the correct folder. Enter the client’s email address and set the sharing permissions.

Finally, click on ‘Save and Send Test Request’ to share the folder with your client. This automation will ensure that every time a request is published in Content Snare, a folder will be created and shared automatically.

5. Conclusion

By using Pabbly Connect, you can automate the creation and sharing of Google Drive folders for your clients efficiently. This integration with Content Snare simplifies client data management, saving you time and effort.

Once set up, this automation will run in the background, creating and sharing folders automatically whenever you publish a request in Content Snare, enhancing your workflow significantly.