Google Drive integration

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Use the Google Drive integration to create, find, read, upload, move, and delete files and folders, export documents as PDFs, and manage sharing permissions through Action Tools. It also provides triggers for new files and folders.

Authentication	Actions	Triggers
OAuth 2.0	(16)	(2)

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Supported actions

Action	Use it to
Create new folder	Create a folder in Google Drive.
Create new file	Create a text file from text.
Read File Content	Read the contents of a file.
Get File Information	Retrieve file or folder information by ID.
List files	List files in a Drive folder.
Search	Search a Drive folder for files or subfolders.
Duplicate File	Copy a file and return the new file ID.
Save Document as PDF	Save a Google document as a PDF in Drive.
Update permissions	Add or update a user’s permission on a file or folder.
Delete permissions	Remove a user’s permission from a file or folder.
Set public access	Set public access for a file or folder.
Move File	Move a file to another folder.
Delete file	Permanently delete a file from Drive.
Trash file	Move a file to the trash.
Custom API Call	Call a Google Drive API endpoint.
Upload File	Upload a file to Drive.

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Triggers

Trigger	Fires when
New File	A file is uploaded. Optionally select a parent folder, include Team Drives, and include file content in the trigger output. Including file content takes longer and may cause issues with large files.
New Folder	A folder is created or uploaded. Optionally select a parent folder and include Team Drives.

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Prerequisites

• A Google account with access to the Drive files and folders used by your tools.
• Permission to authorize the Google Drive OAuth access requested in Studio. The connector requests the Google Drive scope https://www.googleapis.com/auth/drive.

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Set up the integration

1. Connect Google Drive

   In Integrations, select Google Drive > Connect. On Project Auth Profiles, select New Profile > Integration Profile > Google Drive > Continue. Complete the OAuth 2.0 profile setup and authorize the Google account that has access to the files and folders your tools will use.

2. Create the action tool

   In Tools, select New Tool > Action > Google Drive > Continue. Select the Action and Auth Profile, configure the inputs, and select Create Tool. Then assign the tool to an agent.

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Action reference

The fields below are the required inputs listed for each action in the connector catalog. Studio may also show optional settings for the selected action; configure those in the tool builder as needed.

Create new folder

Required parameter	Type	Description
folderName	string	Name of the folder to create.

Create new file

Required parameter	Type	Description
fileName	string	Name of the file to create.
text	string	Text content for the file.
fileType	string	File type for the new file.

Read File Content

Required parameter	Type	Description
fileId	string	ID of the file to read.

Get File Information

Required parameter	Type	Description
id	string	ID of the file or folder to retrieve.

List files

Required parameter	Type	Description
folderId	string	ID of the folder to list.

Search

Required parameter	Type	Description
queryTerm	string	Search term or field to search.
operator	string	Search operator.
query	string	Search expression or value.

Duplicate File

Required parameter	Type	Description
fileId	string	ID of the file to duplicate.
name	string	Name for the duplicate.
folderId	string	ID of the destination folder.

Save Document as PDF

Required parameter	Type	Description
documentId	string	ID of the Google document to export.
folderId	string	ID of the destination folder.
name	string	Name for the PDF file.

Update permissions

Required parameter	Type	Description
fileId	string	ID of the file or folder.
user_email	string	Email address of the user whose access to update.
permission_name	string	Permission role to apply.
send_invitation_email	boolean	Whether to send an invitation email.

Delete permissions

Required parameter	Type	Description
fileId	string	ID of the file or folder.
user_email	string	Email address of the user whose access to remove.
permission_name	string	Permission role to remove.

Set public access

Required parameter	Type	Description
fileId	string	ID of the file or folder to make publicly accessible.

Move File

Required parameter	Type	Description
fileId	string	ID of the file to move.

Delete file

Required parameter	Type	Description
fileId	string	ID of the file to permanently delete.

Trash file

Required parameter	Type	Description
fileId	string	ID of the file to move to the trash.

Custom API Call

Required parameter	Type	Description
url	string	Google Drive API endpoint URL.
method	string	HTTP method for the request.
headers	object	Request headers.
queryParams	object	Query string parameters.

Upload File

Required parameter	Type	Description
fileName	string	Name for the uploaded file.
file	string	File URL or content to upload.

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Trigger reference

New File

Parameter	Type	Required	Description
parentFolder	dropdown	No	Limit the trigger to a selected parent folder.
include_team_drives	boolean	No	Include Team Drive folders when selecting the parent folder. Defaults to false.
include_file_content	boolean	No	Include the file content in the trigger output. Defaults to false; fetching content can take longer and may cause issues with large files.

New Folder

Parameter	Type	Required	Description
parentFolder	dropdown	No	Limit the trigger to a selected parent folder.
include_team_drives	boolean	No	Include Team Drive folders when selecting the parent folder. Defaults to false.

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Troubleshoot common issues

Issue	Resolution
OAuth authorization fails	Confirm that you authorized the Google account with access to the required Drive items and approved the requested Drive permissions.
An action can’t find a file or folder	Verify the ID and confirm the authorized account can access that item.
Permission changes fail	Confirm that the account can manage sharing for the specified file or folder.
A file isn’t returned by a trigger	Check the selected parent folder and whether Team Drive folders are included.
File content is missing from the New File trigger	Enable Include File Content. Large files may take longer to fetch.

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Related articles

• Auth profiles
• Action Tools
• Google Drive API