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Unify Automations
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Google Docs

Google Docs

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3 mins READ

Google Docs is a cloud-based word processing tool that allows for real-time collaboration and seamless document sharing. It provides automatic saving and easy access from any device, making it ideal for both personal and professional use.

Integrating your application with Google Docs revolutionizes document collaboration, offering real-time editing, version control, and seamless sharing, enhancing productivity and teamwork.

Authentication 

Before you begin, ensure you have the following information: 

  • Connection Name: Choose a descriptive name for your Google docs connection to help you identify it within your application or integration settings. A meaningful name, like "MyAppGoogledocsIntegration," helps maintain organization, especially when managing multiple integrations.

  •  Authentication Type: Select the type of authentication to connect to your Google docs account securely: 

    • Service Account Authentication

    • OAuth

Service Account Based Authentication

OAuth Based Authentication (With Credentials)

The OAuth  method involves signing in with your Google account credentials on Google's Single Sign-On page, and granting the necessary permissions to UnifyWorkflows, For OAuth-based authentication, you'll need to perform the following steps to generate access credentials:

  • Turn on the API services for Google Docs API and Google Drive API from APIs & Services -> Enable APIs and services.

  • Create an OAuth Client Credentials by following these steps

  • Set up an OAuth consent screen to configure OAuth consent for your application by the following steps .  

  • After adding new secret, console displays the Client Identifier as “Client ID” and Client Secret asClient secret. Copy this and treat it with high confidentiality, as it allows access to your Google Docs account.

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  • Use the Client ID and Client secret, press the Authorise button. You’ll be redirected to a Google sign-in page.

  • If you're not already logged into Google, enter your Google account credentials and Sign in.

  • Google will display a permissions request screen, showing the app name and the specific Google  services we are requesting access to (e.g., Google Docs and Google Drive).

  • Carefully review the permissions being requested. If you’re comfortable with them, click the "Allow" or "Grant Access" button.

  • After granting access, you will be automatically redirected back to our platform, where you should see a confirmation message indicating that your Google account is now connected and authorized.

  • Ensure that the following permissions are granted for OAuth authentication and provide public access to  your documents in Google drive.
    https://www.googleapis.com/auth/documents 
    https://www.googleapis.com/auth/documents.readonly 
    https://www.googleapis.com/auth/drive.file 
    https://www.googleapis.com/auth/drive 
    https://www.googleapis.com/auth/drive.readonly

OAuth

  • Press the Authorize button. You'll be redirected to a Google sign-in page.

  • If you're not already logged into Google, enter your Google account credentials.

  • Google will display a permissions request screen. You'll see our app name and the specific Google services we request access to.

  • Carefully review the permissions we're asking for. If you're comfortable with the permissions, click the "Allow" or "Grant Access" button.

  • After granting access, you'll be automatically redirected back to our platform. You should see a confirmation message that your Google account is now connected.

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Actions

Action Name

Description

Create Document

Creates a document in Google Docs

Append text to document

Appends a text to an existing document in Google Docs

Find a document

Searches for a specific document by name in Google Docs

Create document from template

Creates document using data and existing template in Google Docs

Update document

Updates the text in existing document in Google Doc

Upload a document in Google Docs


Uploads a document in Google Docs

Triggers

Action Name

Description

New document (inside any folder)

Triggers when an document is created in Google docs

New document in specific folder

Triggers when an document is created in specific folder