The Proposify Google Drive Automation allows you to automatically save PDFs of Won documents to a desired location in Google Drive.
This automation is part of Proposify's new Automations that are replacing our existing Legacy Integrations. During this early phase, all Automations will be available to all current plans (accounts on legacy plans will need to select one of our current plans to gain access).
This automation is in beta. You are welcome to leave feedback here: https://forms.gle/KGmRVdKEhrePxXhE8
Setup
As an Admin in the Proposify account, or a user with permission to access Integrations, navigate to “Integrations” → “Automations” → “Google Drive (Beta)”
Click “Configure” to connect an instance. You can optionally rename the instance or move on to connecting by clicking “Next”.
Connect Proposify and then enter the Google App credentials.
Make sure to click “Sign in with Google” after entering your credentials:
Once connected, the next two pages will allow you to select a Drive and a folder to save the documents to.
Creating the Google Drive App
The Google Drive connection authenticates requests through the Google Cloud Platform (GCP) OAuth 2.0 service. You'll need to create a GCP OAuth 2.0 app so the automation can authenticate and perform Google Drive tasks on your behalf.
To create a Google Drive OAuth 2.0 app, first make sure you have a Google Developer account - you can sign up at https://console.cloud.google.com/. Then:
- Open up the Google Drive API console - https://console.cloud.google.com/apis/api/drive.googleapis.com
- Click CREATE PROJECT if you would like to create a new GCP project, or select an existing project.
- You will be prompted to enable Google Drive API for your project. Click ENABLE.
- On the sidebar, select Credentials.
- An OAuth 2.0 app includes a “Consent Screen” (the page that asks “Do you want to allow (Your Company) to access Google Drive on your behalf?”). Click CONFIGURE CONSENT SCREEN.
- Your app will only be used internal for your team, so choose a User Type of Internal.
If that options isn't available, you can also select External, but keep it unpublished. - Fill out the OAuth consent screen with an app name (your company or product's name), support email, app logo, domain, etc.
- You can ignore domains for now.
- On the next page, add the scope
https://www.googleapis.com/auth/drive
. - Enter some test users for your account to connect to. Your app will only work for those testing users.
- Your app will only be used internal for your team, so choose a User Type of Internal.
- Once your “Consent Screen” is configured open the Credentials page from the sidebar again.
- Click +CREATE CREDENTIALS and select OAuth client ID.
- Under Application type select Web application.
- Under Authorized redirect URIs enter Proposify's OAuth 2.0 callback URL:
https://oauth2.na-integrations.proposify.com/callback
- Click CREATE.
- Take note of the Client ID and Client Secret that are generated.