Connect Google Drive and Paperless to unlock the power of automation

You can start integrating Google Drive with Paperless by using our platform to create an automated workflow known as a Zap. Begin by selecting Google Drive as the trigger app, then choose an event like 'New File in Folder' which starts the process whenever a new file is added. Next, set Paperless as the action app and choose an appropriate action such as 'Import Document.' Connect your accounts and map the required fields to complete the setup.

Our integration supports several triggers and actions between Google Drive and Paperless. For triggers, you can use events like 'New File in Folder' or 'Updated File.' When it comes to actions on Paperless, you can perform tasks like 'Create Document' or 'Update Document Metadata.' This allows for flexibility based on your document management needs.

Yes, you can automate document importation from a specific folder in Google Drive to Paperless. Set your trigger event as 'New File in Folder' for your designated Google Drive folder. Then, select an action like 'Import Document' on Paperless so that every time a new file appears in the selected folder, it will automatically be imported into Paperless.

If documents aren't transferring correctly, start by checking that you've connected both accounts properly during setup. Verify that permissions are granted correctly for both apps and ensure that you've selected accurate trigger events (e.g., 'New File') and corresponding actions (e.g., 'Import Document') within our platform. Also, confirm that any conditions set in filters allow all relevant files to pass through.

It is possible to update documents or their metadata automatically using our platform's integrations. Select a suitable trigger from Google Drive, such as 'Updated File,' which detects changes in your files. Then you can set an action on Paperless like 'Update Document Metadata' ensuring that any changes are consistently reflected across both platforms.

To ensure only specific types of files are transferred automatically, use our platform's filtering tools after setting up your initial trigger on Google Drive (e.g., 'New File'). You can create conditions based on file type (such as PDFs or DOCXs) before continuing with an action in Paperless such as 'Import Document.' This ensures unwanted file types are filtered out during transfers.

'By default, our integration facilitates one-way task automation – typically when a new document is added or updated on one platform triggering an action on another. Two-way syncing would require setting up multiple Zaps or workflows going both directions between Paeprles aND GOOGLE DRIVE AS NEDED.'