Google Drive Integration

Overview

Our Google Drive integration lets you send reports directly to your Google Drive. You can apply this integration to individual forms or with Global Workflow to enhance your report delivery efficiency.

How to Send Individual Form Reports to Google Drive

1. Open your desired form in the Form Builder.
2. Click the Delivery button.
3. In the Form Delivery Options window, drag the Send to Google Drive action into the Form Submit Actions panel.
4. Click Connect and Authorize With Google Drive and follow the prompts to grant the necessary permissions. Click Allow to continue.
5. If desired, specify a folder name within your Google Drive where your report files will be stored. This will create a copy of your report files accessible at Google Drive/Specified Folder/.
6. Save and publish your form.

How to Integrate Google Drive With Global Workflow 

1. In the Portal, go to Workflow > Global Workflow.
2. Select +New Workflow and name your workflow.
3. Under When the following form is submitted, choose the specific form to which this workflow action applies. You can select Any to apply the action to all forms within your account.
4. Under Perform these actions, select Send to Google Drive.
5. Name your action and choose --New Integration--.
6. Select Sign in With Google to allow access. Then click Add.
7. Label the destination folder within your Google Drive where reports will be stored. You can also create a subfolder based on a field key.
8. Under Delivery Formats, choose the file type that will be delivered.
9. Select the Test button at the top to test this action. This is helpful to verify that it's working properly before publishing.
10. Save your workflow.