Connect Copilot and Google Drive to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Create a new sheet or doc or slide
Create a Folder
Share a File
Copy a File
Get all Files
Share a file with Anyone
Get all Files with Content
Move a File
Upload a File
Search Folder
Search File
Get File or Folder by ID
Replace a File
Ready to use Copilot and Google Drive automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New or Updated File in specific folder
Triggers when a new or updated file in a specific folder .
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and Google Drive accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in Google Drive (or vice versa).
Absolutely. You can customize how Copilot data is recorded in Google Drive. This includes choosing which data fields go into which fields of Google Drive, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and Google Drive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and Google Drive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn MoreAbout 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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