Google Drive – WorkDo Dash SaaS Add-On Guide

Learn how to store, sync, and manage files with Google Drive in WorkDo Dash SaaS.

Buy From Envato Product Preview Demo URL

Introduction

Introducing the Google Drive Integration! This integration revolutionizes your file management experience by bringing your Google Drive files directly into your platform. Say goodbye to the hassle of switching between applications and dealing with downloads. With this integration, you can effortlessly access your documents and files, all without the need to save them locally.

Our settings page for Google Drive Integration streamlines the setup process, allowing you to configure your Client ID and Client Secret, copy the provided Webhook URL, choose sub-Add-Ons to enable, and complete a secure authentication process with Google. The platform enhances your Google Drive experience by offering visual grids, organized lists, and the ability to link Google Drive folders to specific sub-Add-Ons, enabling better collaboration and structured file management. Elevate your workflow with seamless access, effortless editing, and precision-driven integration — all within the intuitive Workdo-dash platform. Try it now and unlock a new level of productivity and efficiency.

How to Install the Add-On?

To Set Up the Google Drive Add-On, you can follow this link: Setup Add-On.

How to use the Google Drive Add-On?

System Settings

To activate this Add-On, navigate to the Settings page and find the Google Drive Settings section. Toggle Enable Google Drive Integration to allow files to be stored in Google Drive.
Before creating your OAuth credentials in Google Cloud Console, copy the redirect URL shown on this page and add it under the “Authorised redirect URIs” section while setting up your credentials.
Once enabled, enter your Client ID and Client Secret.
To help you generate the Client ID and Client Secret, the settings page includes a “Setup Instructions” guide with the following steps:

Go to Google Cloud Console and create OAuth 2.0 credentials
Enable the Google Drive API in your project
Add the redirect URI shown above to the authorized redirect URIs
Copy the Client ID and Client Secret into the fields above
Save the settings and authenticate with Google

Below the authentication section, the Connections Settings area lets you choose exactly where Google Drive integration is available across the system. Modules are grouped under tabs such as General, Accounting, AI Image, Contract, HRM, CRM, POS, Product & Service, Sales, Project, and several others.
Within each tab, individual features are listed with their own toggles; for example, under General, you’ll find Sales Invoice, Proposal, Purchase Invoice, and Warehouse. Enable a toggle to allow files for that specific feature to be stored in Google Drive.
After entering all required details, click the Save Changes button. Once your credentials are saved, authenticate with Google to complete the connection. The Authentication Status section will update to reflect whether your account is connected; until then, it displays as Not Authenticated, with a note to save the Client ID and Client Secret first.

Once connected, you can access your Google Drive files directly from the platform, so you don’t need to switch apps.
Once you set up this Add-On, a Google Drive icon will appear at the top of the page for any feature you have enabled in the system settings. E.g., if you enable the Sales Invoice feature, the icon will be visible on the Sales Invoice page. Clicking the icon will display the files you’ve added from Google Drive.
You can add new files using the create button, open files in Google Drive with the button next to it, and delete files. If you delete a file on the platform, it will also be removed from Google Drive, and if you delete a file from Google Drive, it will be removed from the platform too.

Browse your Google Drive documents, files, and folders without downloading them.
Organize and view files in grids or lists for easy navigation.
Link Google Drive folders to sub-Add-Ons for better organization and teamwork.
Any changes made to a file in Google Drive will show up in the platform’s files, and changes made in the platform will be reflected in Google Drive as well.
Enjoy smooth syncing and easy access to all your files without the hassle of app switching.

For example, if you enable the create user setting from General, then the notification via Google Drive will be sent to that particular user when the user is created.