Automate Deal Stage Triggers in 4Degrees to Retrieve Files from Google Drive

To create a Zapier integration between 4Degrees and Google Drive to retrieve a file from Google Drive when a stage changes on a deal in 4Degrees, follow these steps:

🔧 Prerequisites:

1. Zapier account
2. 4Degrees account (with Zapier integration enabled)
3. Google Drive account
4. The file(s) in Google Drive should be:
   • Easily identifiable (e.g., named by deal ID or deal name)
   • Located in a specific folder or follow a naming convention

🛠️ Step-by-Step Setup in Zapier:

1. Trigger: 4Degrees – Deal Stage Changed

• App: 4Degrees
• Trigger Event: Deal Stage Changed
• Connect your 4Degrees account
• Set up Trigger:
  • Choose pipeline or stage(s) if applicable
• Test trigger to make sure you receive sample data (like deal name, ID, or stage)

2. Action: Google Drive – Find File

• App: Google Drive
• Action Event: Find File
• Connect your Google Drive account
• Set up Action:
  • Search Query: Use a dynamic value from the 4Degrees deal (e.g., deal name or deal ID) Example:
  • File Name: {{Deal Name}}.pdf
  • Or use custom logic if the file is stored by stage or other field
  • Folder (optional): Narrow down the search if all deal files are in a specific folder

3. (Optional) Action: Google Drive – Download File

If you want to retrieve and send or process the file:

• Add another Google Drive step:
  • Action: Download File
  • Use the File ID from the previous "Find File" step

4. (Optional) Send or Use the File

Depending on your goal:

• Send it via email, Slack, or another app
• Store it in a different service
• Add metadata to a CRM, etc.

🔁 Use Cases

• Email the file to a stakeholder automatically when a deal hits "Contract Sent"
• Upload the file to another service like Dropbox, Airtable, etc.
• Tag or archive documents when deals are closed

✅ Tips:

• If 4Degrees data doesn’t have the filename or some consistent link, consider adding a custom field in 4Degrees to store the filename or file ID.
• Use Zapier’s Formatter if you need to build file names dynamically (e.g., combining name and date).