Zapier will ask you to authorize your Google Drive account through a Google login. Connecting Process Street to Google Drive Select Drive as your action and choose Upload File Once that’s done click test in Zapier and click continue to move forward. Testing requires you to have run your workflow and added an attachment into one of the comment attachments in a task. Click continue to test the zap to make sure it works and move on to the next stage. Select to specify the author if multiple people are likely to be running this workflow. Select the workflow you want to connect to from the options Select the Process Street account you want to connect with or connect a new oneĬlick continue. Connecting Process Street as your trigger Click on Create Zap and select Process StreetĬlick continue. The zap will then take the file and store a copy of it in Google Drive. In our integration, checking off the relevant task is going to trigger the zap. Zapier is structured so that you pick a trigger and then an action. It is geared to provide for the safety of an inspector while undertaking a rough residential inspection. This is our general purpose Electrical Inspection Workflow which can be found as part of our electrical inspection pack. We’re going to connect this workflow to Zapier: This gives you the time to focus on the important things rather than repetitive tasks. Generally, you will only need to set up the zap one time. These connections are referred to as zaps. Within Zapier’s community, there are over 1000+ different web apps and services you can connect to. We use the third-party automation service Zapier to connect our platform with different web apps. How to save Process Street uploads to Google Drive

We will set the zap to save the file to Google Drive when the task is checked.

We will connect this workflow to Google Drive via Zapier.

We will run a workflow with a file upload field.

The contractor wants a copy of that report to be saved to their Google Drive for backup, reference, and easy future sharing.

A contractor uploads a report to their workflow run on completion.

Users: In order to create an API key for integrations, you must be an Administrator. In this article, we’ll look at how you can save copies of file uploads within workflow runs to your Google Drive in Google Workspace.

Improving your workflows increases your output and your productivity. At Process Street, we recognize the importance of being able to integrate our platform with the other tools you use within your company.

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