At Process Street, we recognize the importance of being able to integrate our platform with the other tools you use within your company.
Improving your workflows increases your output and your productivity. Automating them maximizes those aims.
In this article, we’ll look at how you can save copies of uploads within checklists to your Google Drive in G-Suite.
- A contractor uploads a report to their checklist on completion
- The contractor wants a copy of that report to be saved to their Google Drive for backup, reference, and easy future sharing
- We will run a checklist from a template with a file upload field
- We will connect this template to Google Drive via Zapier
- We will set the zap to save the file to Google Drive when the task is checked
Let’s look at how we can do this.
How to save Process Street uploads to Google Drive
We use the third party automation service Zapier to connect our platform with different webapps. Within Zapier’s community, there are over 800 different webapps and services you can connect to.
These connections are referred to as zaps.
Generally, you will only need to setup the zap one time. This gives you the time to focus on the important things rather than repetitive tasks.
We’re going to connect this template to Zapier:
This is our general purpose Electrical Inspection Checklist which can be found as part of our electrical inspection checklist pack. It is geared to provide for the safety of an inspector while undertaking a rough residential inspection.
Zapier is structured so that you pick a trigger and then an action. In our integration, checking off the relevant task is going to trigger the zap. The zap will then take the file and store a copy of it in Google Drive.
Connecting Process Street as your trigger
Click on Make a Zap and select Process Street
Set the trigger as New Attachment
Select the Process Street account you want to connect with, or connect a new one
Select the template you want to connect to from the options
Select to specify the author if multiple people are likely to be running this checklist. Test the zap to make sure it works and move on to the next stage.
Connecting Process Street to Google Drive
Select Drive as your action and choose Upload File
Zapier will ask you to authorize your Google Drive account through a Google login. Select which Google account you wish to have associated with the Zap.
Select where in the Drive you wish to save the file
Make sure to select the Process Street form field to copy from. Now run your checklist, upload a file, and complete the task.
Return to your zap to test whether your zap is working.
Congratulations! You have a working automated backup system.