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Integrate Copilot with Google Drive to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from Copilot

A trigger is an event that starts your Zap and runs the workflow. For example, with Copilot, a trigger could be "List App Installs."

A trigger is the event that kicks off your automated workflow.

Setup an action from Google Drive

An action is what takes place after the automation is triggered. For example, with Google Drive, the action could be "Copy File."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Copilot to Google Drive

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Copilot to Google Drive with a Zapier template.

Our most popular template

Upload newly signed Copilot contracts to Google Drive
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Copilot + Google Drive
Create Google Drive files from new Fellow notes
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Copilot + Google Drive
Create folders in Google Drive for new clients created in Copilot
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Copilot + Google Drive

Upload newly signed Copilot contracts to Google Drive

Copilot + Google Drive

Create Google Drive files from new Fellow notes

Copilot + Google Drive

Create folders in Google Drive for new clients created in Copilot

Copilot + Google Drive

Make work flow with AI

Level up your Copilot to Google Drive 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 Copilot + Google Drive integrations

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

How do I set up the integration between Copilot and Google Drive?

To set up the integration, you need to create a connection in our platform between your Copilot account and Google Drive. This typically involves authenticating both accounts and allowing permissions for data to be shared between them. You can start by selecting Copilot as the trigger app and Google Drive as the action app.

What triggers are available for a Copilot and Google Drive integration?

Currently, we support triggers such as when a new file is created in Copilot or when certain updates occur within a document. These can automatically initiate actions in Google Drive, like creating a corresponding folder or file.

Can I automate file uploads from Copilot to Google Drive?

Yes, you can automate file uploads by setting a trigger on Copilot. When a specific event occurs, such as document approval or completion in Copilot, an action can be set to automatically upload the document to a designated folder in Google Drive.

What actions can be performed on Google Drive with this integration?

With this integration, you can perform actions like creating folders, uploading files, updating existing documents, or sharing files directly from your automated workflows initiated from triggers in Copilot.

Is it possible to update existing files on Google Drive through Copilot?

Absolutely! You can set up an action that updates specific files on Google Drive whenever changes are made to corresponding files in Copilot. This ensures both platforms have synchronized content.

How frequently does data sync between Copilot and Google Drive?

Data synchronization between Copilot and Google Drive occurs based on trigger events defined within the integration setup. While real-time syncing is ideal for some processes, scheduled syncs could also be configured for specific intervals depending on your needs.

Are there any limitations I should be aware of when integrating with Google Drive?

Some limitations include API usage quotas which could affect high-frequency operations. Additionally, there may be restrictions based on file types or sizes that are handled during transfers between platforms. Verifying these details during setup will help optimize performance.

Connect Copilot 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.

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Connect Copilot and Google Drive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

List App Installs
Lists the app installs in a workspace.
Trigger
Scheduled
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Client Created
Triggers when a new client is created.
Trigger
Instant
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List Clients
Lists the clients.
Trigger
Scheduled
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Company Created
Triggers when a company gets created in the Copilot for the first time
Trigger
Instant
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Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It

List Custom Fields
Lists all available custom fields.
Trigger
Scheduled
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File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It

- File Channel Id
  Required
- Folder path
- Limit
Trigger
Scheduled
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Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Scheduled
Try It
Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- File Channel Id
  Required
- Limit
Trigger
Scheduled
Try It
- Recipient ID
Trigger
Instant
Try It
- Custom Field ID
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- Custom Field ID
  Required
- Given name
  Required
- Family Name
  Required
- The company id of the App Connection
- Send Invite?
Action
Write
- Name
  Required
- Custom Field ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Channel ID
  Required
- Folder path
Action
Write
- Channel ID
  Required
- Folder path
- Link url
  Required
Action
Write
- The text content of the message
  Required
- File Channel Id
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Name
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- ClientId
- The company id of the App Connection
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- Custom Field ID
  Required
- Name
  Required
- Icon Image URL
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
- IDs of all members in the channel
Action
Search or write
- Drive
- Folder
- Include Deleted Files?
Trigger
Scheduled
Try It
- Drive
- Folder
- Include_deleted
Trigger
Scheduled
Try It
- Drive
- Folder
- File Content
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File Content
  Required
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
  Required
- File Content
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Write
- File Content
  Required
- Drive
- Folder
Action
Write
- HTTP Method
  Required
- Link url
  Required
- Query String Parameters
- Headers
- 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
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
Action
Search or write

Client Activated
Triggers when a client authenticates in the Copilot for the first time
Trigger
Instant
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Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
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Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Scheduled
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Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
Trigger
Scheduled
Try It
File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form ID
  Required
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Trigger
Scheduled
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
List Workspace
List the workspace associated with the portal
Trigger
Scheduled
Try It
- Email
  Required
- Given name
  Required
- Family Name
  Required
- The company id of the App Connection
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID
Action
Write
- Channel ID
  Required
- Folder path
- File Content
  Required
Action
Write
- Recipient ID
  Required
- Form ID
  Required
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- IDs of all members in the channel
Action
Write
- Custom Field ID
  Required
- ClientId
- The company id of the App Connection
Action
Search
- Custom Field ID
  Required
- Email
  Required
- The company id of the App Connection
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- Custom Field ID
  Required
Action
Search
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Limit
Action
Search
- Custom Field ID
  Required
- Email
  Required
- The company id of the App Connection
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- Custom Field ID
  Required
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- IDs of all members in the channel
Action
Search or write
- Drive
Trigger
Scheduled
Try It
- Drive
- Folder
Trigger
Scheduled
Try It
- File Content
  Required
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- Folder Name
  Required
Action
Write
- Drive
- Folder
- Folder Name
  Required
- File Content
  Required
- Convert to Document?
Action
Write
- Drive
- File_id
  Required
- Sharing Preference
  Required
- Organization Domain
Action
Write
- Drive
- Folder
- File Content
  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
- Custom Field ID
  Required
Action
Search
- Info
- Folder Name
  Required
- Search_type
- Drive
- Folder
- File_types
- Maximum Number of Results
Action
Search
- Folder Name
  Required
- Search_type
- Drive
- Folder
- File_types
- File Content
  Required
- Convert to Document?
- File Name
- File Extension
- Idempotency_key
Action
Search or write

Automate Google Drive: get inspired on the Zapier blog

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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Related categories

Project Management

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 more Help

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