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Connect Google Drive and Karbon to unlock the power of automation

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How Zapier works

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

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Google Drive
Google Drive logo
Google Drive
1. Choose trigger event
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Karbon
Karbon logo
Karbon
2. Choose action
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1. Select the event
Setup
Test
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Google Drive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New File" from Google Drive.

Add your action

An action happens after the trigger—such as "Create Person Contact" in Karbon.

You’re connected!

Zapier seamlessly connects Google Drive and Karbon, 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.

    • 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
    • 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

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Customers have created over 25 million Zaps on the platform

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Connect Google Drive and Karbon 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Google Drive on the Zapier blog

Make work flow with AI

Level up your Google Drive to Karbon integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Google Drive + Karbon integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Drive and Karbon

How do I connect Google Drive to Karbon?

To connect Google Drive to Karbon, navigate to your Karbon account settings and find the integrations section. Select Google Drive, and follow the prompts to sign in with your Google credentials and grant necessary permissions. Once connected, you can set specific triggers within Karbon that will perform actions in Google Drive, such as file creation or updates.

What triggers can initiate an action from Karbon in Google Drive?

You can set triggers like task completion or note creation in Karbon that will initiate actions in Google Drive. For example, completing a task could trigger the creation of a folder within your specified directory in Google Drive.

Can I automate file uploads from Karbon to Google Drive?

Yes, you can automate file uploads. By setting up a trigger when a document is marked ready or finalized in Karbon, an action can automatically upload this document into a designated folder in your Google Drive.

Is it possible to sync documents between Karbon and Google Drive?

Currently, we support one-way synchronization where actions in Karbon can update or add files within Google Drive using specific triggers like task updates or client communication entries.

How does the integration handle file versioning between systems?

The integration uses Google's built-in versioning system. When files are modified and updated from Karbon triggers, they are saved as new versions within the existing file structure on Google Drive.

What happens if there is a connectivity issue during an automated process?

If there is any disruption during a process between Karbon and Google Drive due to connectivity issues, our system attempts to retry the action. If it still fails, an error notification will alert you so you can manually intervene if needed.

'Are there any limits on storage space when integrating with Google Drive?'

'The storage limits are subject to Google's policies. Actions triggered by Karbor that result in uploading files will adhere to Google's current storage allotment per account tier unless additional storage has been purchased.'

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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.
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About Karbon
Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.
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