How to Add a Google Drive Integration

This guide walks you through connecting Google Drive to Streamline and setting up the integration to securely send files from your workflows to your Drive account.

Note: If you connected Google Drive before the dynamic folders update, you’ll see two options when adding a step—Google Drive and Google Drive (legacy). The new Google Drive step supports dynamic folder paths, but it needs a new connection so it can request the additional Google permissions dynamic folders require. Create a new Google Drive connection (Section 1) and select the non-legacy Google Drive step in your workflow (Section 2). Existing workflows that use the legacy step keep working unchanged.

Section 1: Connect the Google Drive Integration

Go to the Integrations tab

Navigate to the Integrations tab on the left-hand side of your screen. Select New connection to view the list of available integrations.

Find and select Google Drive

Use the search bar or browse the list to locate Google Drive.

Tip: Use the category filter on the left to narrow down by integration type.

Name your connection

Add a name and description for this integration. Choose something clear and identifiable—e.g., specify the Google account used for this connection.

Authenticate the integration

You’ll be prompted to connect and authenticate your Google Drive account.

Complete setup

Once authenticated, click Finish. The integration will appear on the Integrations homepage along with its connection status.

Tip: You can rename or update the connection description at any time. Click the ⋮ (three dots) and select Edit details.

Section 2: Add the Google Drive Step to a Workflow

Open your workflow

Navigate to your Workflow and click the plus (+) button to add a new step.

Search for Google Drive and select it. If you previously used Google Drive, choose Google Drive (not Google Drive (legacy)) to use dynamic folders.

Tip: Be sure to add this step after a file upload step (e.g., from a Form).

Name and configure the step

Enter a name, then click on the step to configure it.

Select your Google Drive connection

Choose the Google Drive integration you previously set up.

Choose the action type

Select Upload file as the action type.

Choose the destination Drive and folder

Select the Drive (for example, a shared drive or My Drive) and the base Folder where files should be saved.

Build a dynamic subfolder path (optional)

Use the Custom subfolder path field to route each file into folders built from your workflow data. Type static text and insert data fields from earlier steps, separating values with a forward slash (/) to create nested subfolders—for example, [First name]_[Last name]/documents.

Streamline creates any folders in the path that don’t already exist and reuses ones that do, so files from each workflow run land in the right place automatically.

Choose the file(s) to upload

Select the file from your workflow to upload to Google Drive.

Set the file name (optional)

Naming the file is optional. If you leave the File name blank, the file keeps the name it already has from the previous step (or however it entered the workflow). To customize it, build a name from a combination of static text and dynamic data fields—for example, [first_name]_[last_name]_file_one, where file_one is static text and first_name and last_name are data fields.

Keep the Unique toggle on to append a uniqueness stamp so files with matching names don’t overwrite one another.

Tip: You can define multiple file options using different naming patterns or folders.

Save and close

Click the X in the upper-right corner to exit the step configuration. The Google Drive step is now added to your workflow.

Summary

That’s it! You’ve successfully:

• Connected the Google Drive integration
• Added a Google Drive upload step to your workflow

If you have questions or need help troubleshooting, reach out to your admin or contact support.