D
Divyam Bhadoria
Merged in a post:
Automation for Google Drive
C
Cintia Franciscato
It would be important for the user experience and to facilitate the organization the use of automation with Google Drive.
D
Divyam Bhadoria
Merged in a post:
Google Drive Triggers and Actions in Workflow
D
Daniel Ndaya
🔹 Triggers (When This Happens in Google Drive)
These triggers activate an action in GHL when something happens in Google Drive.
- File-Based Triggers
✅ New File in Folder – Triggers when a new file is added to a specific folder.
✅ New File Created – Triggers when a new file is created in any location in Drive.
✅ New File Matching Search – Triggers when a file with specific keywords or properties is added.
✅ New File (By Type) – Triggers when a new file of a specific type (e.g., PDF, image, video, doc) is added.
✅ New or Updated File – Triggers when a new file is added or an existing file is modified.
- Folder-Based Triggers
✅ New Folder Created – Triggers when a new folder is created inside Google Drive.
✅ New File in Shared Drive – Triggers when a new file is added to a specific shared drive.
- File Update Triggers
✅ File Updated – Triggers when an existing file is modified.
✅ File Moved – Triggers when a file is moved from one folder to another.
✅ File Deleted – Triggers when a file is removed from Google Drive.
- Permission & Sharing Triggers
✅ File Shared – Triggers when a file is shared with someone.
✅ File Access Changed – Triggers when file permissions are modified (e.g., made public, shared with a user).
🔹 Actions (What Can Happen in Google Drive)
These actions happen in Google Drive when something triggers it in GoHighLevel.
- File Management Actions
✅ Upload File – Upload a file from GHL to Google Drive.
✅ Create a File from Text – Generate a new file in Google Drive from text input. or file upload
✅ Copy File – Duplicate an existing file to a different location.
✅ Move File – Move a file from one folder to another.
✅ Delete File – Remove a file from Google Drive.
- Folder Management Actions
✅ Create Folder – Automatically create a new folder inside Google Drive.
✅ Move Folder – Transfer a folder to another directory in Google Drive.
✅ Delete Folder – Permanently delete a folder and its contents.
- File Editing & Modification Actions
✅ Rename File – Change the name of an existing file.
✅ Convert File Format – Convert a file from one format to another (e.g., Word to PDF).
✅ Update File Content – Modify or replace the content of an existing file.
- Sharing & Permissions Actions
✅ Share File/Folder – Automatically share a file or folder with a specific user.
✅ Change File Permissions – Adjust who can view, comment, or edit a file.
✅ Make File Public/Private – Modify file visibility settings.
- Google Drive-to-GHL Automations
✅ Create Google Drive Folder for New GHL Contact – When a new lead/customer is added in GHL, create a personal Google Drive folder for them.
✅ Upload GHL Form Submission to Google Drive – When a form is submitted in GHL, save the file (e.g., PDFs, images) to Google Drive.
✅ Save GHL Call Recordings to Google Drive – Store call recordings from GHL conversations in Drive automatically.
✅ Sync GHL Appointment Attachments to Google Drive – Save any attachments from GHL appointment bookings into Drive.
🔹 Example Automations
Here are a few practical automation workflows using these triggers and actions:
1️⃣ "Save Client Documents Automatically"
Trigger: New file uploaded in Google Drive (client folder).
Action: Attach the file to the corresponding client’s GHL profile.
2️⃣ "Auto-Create Client Folders in Google Drive"
Trigger: New contact added in GHL CRM.
Action: Create a new folder in Google Drive with their name.
3️⃣ "Save GHL Form Submissions to Google Drive"
Trigger: A form is submitted in GHL.
Action: Upload a copy of the form response to a designated Google Drive folder.
4️⃣ "Automate Proposal Storage"
Trigger: A sales proposal is signed in GHL.
Action: Move the signed document to a "Signed Contracts" folder in Google Drive.
5️⃣ "Backup Client Calls & Conversations"
Trigger: A call recording is completed in GHL.
Action: Save the recording in a Google Drive folder under the client’s name.
This will definitely be useful when sending large video files(5-10GB files) to clients and team members to edit. File sizes that GHL media library cannot handle
J
Jonathan Killam
These should be merged.
J
Jonathan Killam
We need Google Drive Workflow Actions in our automations. Currently we need an array of files coming from a survey to be placed in the subaccount's Google Drive after checking for existing folders to see if there is a name match based on an address field. If a match exists the files go in that folder and if not the automation would create the folders and place the files. The following is a list of actions that could be integrated with the Google API:
-Search for Files/Folders
-Download a File
-Create a File from Text
-Create a Folder
-Create a File/Folder Shortcut
-Upload a File
-Update a File
-Rename a Folder
-Move a File/Folder to Trash
-Delete a File/Folder
-Copy a File
-Move a File/Folder
-Get a Share Link
-Update a File/Folder Access
-Revoke a File/Folder Access
-Search for Shared Drives
-Create a Shared Drive
-Get a Shared Drive
-Update a Shared Drive
-Delete a Shared Drive
-List File Revisions
-Get a File Revision
-Update a File Revision
-Delete a File Revision
-Get a Folder ID for a Path
-Get a File/Folder Path for an ID
HL already has access / refresh tokens for the Google Drive API, so adding the workflow actions should be fairly easy for the dev team.