integraid

Connect and automate Google Drive

Your no-code integration tool to link Google Drive with Salesforce.

With integraid, you automatically upload Salesforce invoice PDFs to a designated Google Drive folder after dispatch. Using Flow or Apex triggers, you call the Google Drive API directly—no manual uploads. Documents are securely and reliably transferred without leaving Salesforce.

  • Auto-export of invoice PDFs to Drive post-send

  • Secure OAuth2 + Named Credential setup for API access

  • Upload via files.create REST call with correct MIME type, folder ID, and retry handling

  • Dynamic folder structure in Drive based on date, customer, or project

  • Sync status and link returned to Salesforce invoice record for full traceability

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Google Drive

Kategorien:

Files & Cloud Storage

Google Drive is a cloud-based storage and collaboration platform that lets teams securely store, share, and work on files from anywhere. It integrates tightly with Google Workspace apps like Docs, Sheets, and Slides, enabling real-time collaboration, comments, version history, and flexible access control in one central place. With shared drives, advanced sharing options, and deep integrations into tools like Slack, Zoom, and Salesforce, Google Drive helps businesses streamline document workflows, reduce email attachments, and keep everyone working on the latest version of every file. And with integraid, you can connect Google Drive with Salesforce — without writing any code.

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Use Cases:

  • Link Drive Files Directly to Salesforce Records

    Automatically associate Google Drive files (proposals, contracts, specs, presentations) with Accounts, Opportunities, Cases, or custom objects in Salesforce, so teams always find the right document in the right context.

  • Generate Drive Documents from Salesforce Data

    Create folders and documents in Google Drive based on Salesforce events (e.g., new Opportunity, new Account, new Case) and fill them with CRM data. integraid can enforce folder structures and naming conventions to keep everything organized.

  • Sync Permissions with Salesforce Ownership & Roles

    Use integraid to adjust Google Drive file/folder permissions when ownership or stage changes in Salesforce — for example, granting access to an Account team or revoking access when a project closes.

  • Centralize Document Activity in Salesforce

    Log key Drive events (file created, updated, shared) to Salesforce as activities or custom records. This gives sales, customer success, and project teams a clear audit trail of document collaboration without leaving CRM.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.