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Set up your first integration
Quickly connect Copilot to Google Drive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copilot with Google Drive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "List App Installs" from Copilot.
Add your action
An action happens after the trigger—such as "Copy File" in Google Drive.
You’re connected!
Zapier seamlessly connects Copilot 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.
- List App Installs
Lists the app installs in a workspace.
Try ItTriggerPolling - Client Created
Triggers when a new client is created.
Try ItTriggerInstant - List Clients
Lists the clients.
Try ItTriggerPolling - Company Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerInstant
- Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerInstant - Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerInstant - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerInstant - Query param to filter placeholder companies
Try ItTriggerPolling
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Practical ways you can use Copilot and Google Drive
Save client-uploaded files in Google Drive.
Simplify file organization by keeping client-uploaded documents centralized. Zapier triggers when a client uploads a new file in Copilot, and then copies the file to a specified folder in Google Drive. This ensures easy sharing and keeps content organized in one place.
Business OwnerOrganize support responses in Google Drive.
Streamline support documentation by collecting completed client form responses from Copilot and storing them in Google Drive. This system provides an accessible archive and eliminates manual saving, improving accessibility.
Customer Support OpsStore notes for client projects in Google Drive.
When a new note is created in a client project file channel in Copilot, Zapier sends it to Google Drive, creating an archive of all project-related content. This eliminates manual copying and keeps records consistent.
Project ManagementLearn how to automate Google Drive on the Zapier blog
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.
