Integrate with Google Drive

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Before you begin

• Connect Google services in Next Matter with a service account and share data with this account. Learn more…

• Check the required scopes to learn more about which data is shared between the apps.

• Get a Google Drive file ID.

  Where is the file / document ID in Google

• Get the Google Drive folder ID. You can find it in the folder’s URL, which is https://drive.google.com/drive/u/0/folders/FOLDER_ID

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Upload files to process and then Drive

1. Create a step to upload a file. To do that, in your workflow add a step that’s a form.

2. Click + Add form field and select the File upload as the form field.

3. Create the next step to upload the file to Google Drive. Click Settings to configure the step.

4. Enter the following details:

   Key	Type	Value
   metadata	text	{"name": "{data reference to the filename of the uploaded file}", "parents":["GDRIVE_FOLDER_ID"]}
   key1	file	{data reference to the "First File" field from the file upload step}

   You can only upload one file from the File Upload step.

   • Method: POST

   • URL: https://www.googleapis.com/upload/drive/v3/files?uploadType=multipart

   • Authorization: Google Drive

   • Body type: Form-data

   • In the Body add the two following rows:

5. If you need the Google Drive file ID of the file to be referenced in later steps, click + Create variable and create a fileid reference of the value $id.

6. Save your changes.

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Give access to the file stored in Google Drive to a user

1. Create an Integrations > Custom integration step to upload the file.

2. Click Settings to configure the step.

3. Enter the following details:

   json

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   Ask AI

   {
     "type": "user",
     "role": "reader OR writer",//select a permission profile
   "value":"EMAIL_OF_THE_GDRIVE_ACCOUNT_TO_HAVE_ACCESS"
   }
   

   • Method: POST

   • URL: https://www.googleapis.com/drive/v2/files/FILE_ID/permissions?supportsAllDrives=true&includeTeamDriveItems=true&includeItemsFromAllDrives=true

   • Authorization: Google Drive

   • Headers: Content-Type: application/json

   • In the Body enter the following data:

4. If you need the Google Drive file ID of the file to be referenced in later steps, click + Create variable and create a fileid reference of the value $id.

5. Save your changes.

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Copy file stored in Drive

1. Create an Integrations > Custom integration step to copy the file.

2. Click Settings to configure the step.

3. Enter the following details:

   json

   Copy

   Ask AI

   {"name": "FILENAME_OF_THE_FILE_TO_COPY", 
    "parents": ["GDRIVE_FOLDER_ID"] } 
   

   • Method: POST

   • URL: https://www.googleapis.com/drive/v3/filesFILEID_OF_THE_FILE_TO_COPY/copy?supportsAllDrives=True

   • Authorization: Google Drive

   • Headers: Content-Type: application/json

   • In the Body enter the following data:

4. If you need the Google Drive file ID of the file to be referenced in later steps, click + Create variable and create a fileid reference of the value $id.

5. Save your changes.

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Create a Google Drive folder

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Before you begin

• Get the Google Drive parent folder ID. You can find it in the folder’s URL, which is https://drive.google.com/drive/u/0/folders/FOLDER_ID. The parent folder is the folder in which you’re creating a sub-folder.

1. Create an Integrations > Custom integration step.

2. Click Settings to configure the step.

3. Enter the following details:

   json

   Copy

   Ask AI

   {
       "name": "FOLDER_NAME",//if the name was referenced in a previous step, use data reference. If not use real value.
       "mimeType": 'application/vnd.google-apps.folder',
        "parents": ["PARENT_FOLDER_ID"] //if the ID was referenced in a previous step, use data reference. If not use real value.
   }
   

   • Method: POST

   • URL: `https://www.googleapis.com/drive/v3/files Note that for the request to work, you need to give full access to the parent folder, such as the “Anyone with the link can edit” permission.

   • Authorization: Google Drive

   • Headers: Content-Type: application/json

   • In the Body enter the following data:

4. If you need the Google Drive file ID of the file to be referenced in later steps, click + Create variable and create a folderid reference of the value $id.

If you need to move a file to this newly created folder, create a follow-up integration step with the following details:

• Method: PATCH

• URL: https://www.googleapis.com/drive/v3/files/FILE_ID?addParents=FOLDER_ID

• Authorization: Google Drive

• Headers: Content-Type: application/json

• Body is empty

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Move a file to a new folder

You can move a file from one folder to another in Google Drive.

1. In Next Matter, create an Integrations > Custom integration step.

2. Click Settings to configure the step.

3. Enter the following details:

• Method: PATCH

• URL: https://www.googleapis.com/drive/v3/files/FILE_ID?addParents=PARENT_FOLDER_ID

• Authorization: Google Drive

• Body is empty.

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Replace one file with another

1. Create a step to upload a file. To do that, in your workflow add an action step.

2. Click + Add action and select the File upload as the action type.

3. Create the next step to replace an old file with the uploaded one in Google Drive. Click Settings to configure the step.

4. Enter the following details:

   Key	Type	Value
   metadata	text	{"name": "{data reference to the filename of the uploaded file}"}
   key1	file	{data reference to the uploaded file}

   • Method: PUT

   • URL: https://www.googleapis.com/upload/drive/v3/FILE_ID

   • Authorization: Google Drive

   • Body type: Form-data

   • In the Body add the two following rows:

5. If you need the Google Drive file ID of the file to be referenced in later steps, click + Create variable and create a fileid reference of the value $id.

6. Save your changes.