Publishing platform events for automation results.

Automate generating Google Docs from templates.

Automate linking existing Google Drive folders.

Automate linking existing Google Drive files.

Automate creating new Google Drive folders.

Using Drive Connect Automation with Salesforce flows.

Setup and configure Drive Connect Automation.

Organize Files to Send with Content Folders.

Generate Google Docs from templates on a Salesforce record.

Renaming a custom object does not reflect the correct name in related object picklist.

Creating or designating an existing root templates folder.

Add a bulleted or numbered related list.

Add a merge field to the Generated Name.

Add merge fields to your merge template.

Locking the file format of a merge template.

Drive Connect for Experience Cloud Sites.

Drive Links component sync capabilities.

Unlink a linked Google Drive file or folder from a Salesforce record.

Rename a Google Drive file or folder from a Salesforce record.

Save a linked Google Drive file to Salesforce.

View Google Drive files and folders from a Salesforce record.

Link existing and new Google Drive folders to a Salesforce record.

Link Google Drive files to a Salesforce record.

Page doesn’t exist or tabs missing from the Drive Connect app.

Set linking defaults for files and folders.

Managing Google Account Access to Drive Connect.

You will need your Administrator to enable Google Drive to make it work in Podio. Please note! If you are not able to see your files it might be that your Google Administrator haven't allowed files from Google Drive. We've also made a video on how to set up Google for Podio: Then click to add file service (see below).Ĭhoose Google in the next screen, follow the instructions to login and connect to your Google account, and then you'll be able to browse your files on Google Drive.

Either click the paperclip icon just below the status bar, the 'Add files' button in an app item or the 'Attach file' button in a task. You can choose to either share the document to the entire space - or to preserve the current permission from Google.įirst, click to add a file to something.

IMPORTANT: when you share a document from Google Drive in Podio, if the document is private so that other people cannot see it, you will need to choose your preferred privacy permission in Podio as well. Podio integrates and lets you share documents and files from Google Drive. Google Drive is a file-sharing solution for collaborative, web-based document sharing and editing.

How connect googlee docs google drive