Connect InsuranceXDate and Google Drive to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate InsuranceXDate with Google Drive - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company Flags" from InsuranceXDate.

Add your action

An action happens after the trigger—such as "Copy File" in Google Drive.

You’re connected!

Zapier seamlessly connects InsuranceXDate and Google Drive, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Save
- Contacted
- Quoting
- Written
- Nextyear
- Followup
- Appt
Trigger
Instant
Try It
- Uid
  Required
Action
Search
- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It
- File
  Required
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write

- Drive
- Folder
- Folder Name
  Required
Action
Write
- Drive
- Folder
- Folder Name
  Required
- File
  Required
- Convert to Document?
Action
Write

- Drive
- File_id
  Required
- Sharing Preference
  Required
- Organization Domain
Action
Write
- Drive
- Folder
- File
  Required
- File Name
- Rename Folder?
- Extension_copy
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- File or Folder ID
  Required
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
Action
Search or write

- Uid
  Required
Action
Search
- Name
  Required
- Address
  Required
- State
  Required
Action
Search
- Drive
- Folder
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include_deleted
Trigger
Polling
Try It
- Drive
- Folder
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
  Required
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File
  Required
- Drive
- Folder
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Folder Name
  Required
- Search_type
- Drive
- Folder
- File_types
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
- File_types
- File
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect InsuranceXDate and Google Drive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Google Drive on the Zapier blog

Make work flow with AI

Level up your InsuranceXDate to Google Drive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

HelpHelp

Related categories

Business Intelligence

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn moreLearn moreHelpHelp

Related categories

File Management & Storage Google

Similar apps

Dropbox

File Management & Storage

Box