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Get more done with Tidio and Google Drive integration

Find and send the right file from Google Drive, and file what customers send by account.

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Integration availability depends on your Tidio plan.

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Category

API

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Google Drive

Send the current file

The agent shares a Google Drive link during the chat, so a price list or a guide is the version somebody updated this week.

Keep what comes in

A signed form or a photo sent in the conversation is saved to the account folder in Google Drive, where the rest of that customer's paperwork already is.

Control access properly

Google Drive permissions and link settings apply, so a document shared in a chat can be restricted or revoked like any other.

Act on a new file

A file appearing in a watched Google Drive folder can start or update a conversation, which is useful when another team drops something in.

Overview

Google Drive is where the collateral, the price lists and the paperwork sit, usually in folders only some people know. Connected to Tidio through Zapier or the Tidio API, an agent can search it from the conversation and share a link, and anything the customer sends is filed under the right account folder. The chat stops being the place where a signed form disappears.

Key features

  • Search Google Drive in the chat so the right file is found without leaving the conversation
  • Share a link, not a copy so the customer opens the current version
  • File uploads by account into the Google Drive folder that belongs to them
  • Keep permissions since Google Drive sharing rules still decide who can open it
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Google Drive

API

Tags

  • Custom Integration

  • Workflow Automation

How it works

Connect Google Drive in minutes

  1. 1

    Connect Tidio and Google Drive

    Link them with Zapier, Make or the Tidio API, using an account scoped to the Google Drive folders support should reach.

  2. 2

    Choose folders and rules

    Decide what can be searched and shared, and where files from a conversation are stored.

  3. 3

    Work from the conversation

    Files go out and come back through the chat, and Google Drive keeps the structure and the permissions.

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When the edge starts failing, say so in chat before the complaints arrive.

Turn an alarm into a message to customers, and conversation volume into a metric.

Start the chat with the signed-in user already identified, and act on their account safely.

Stream conversation events into the pipeline the rest of your data already flows through.

Run your own code on a conversation and send the answer back into the chat.

Keep transcripts and the files customers send where the rest of your data lives.

Looking for customer service automation that fits your business?

We build custom API integrations to streamline your most important workflows.

Frequently asked questions

Common questions about the Google Drive integration

Do customers need a Google account?

No, if you share with link access. The Google Drive settings you choose decide whether a link is open, restricted or time limited.

How are files organized?

By the rule you set, usually a Google Drive folder per account or per request, with the conversation reference stored on the file so the two can be matched.

Is the Google Drive integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Google Drive integration.