Can Personify sync documents from Google Drive or Dropbox automatically?

Keep a clone in sync with a folder

Connect a Google Drive, Dropbox or OneDrive folder through Zapier so new and edited files reach your clone on their own.

If your coaching material lives in a cloud folder, Zapier can hand every new file to your clone. Nothing to code, and it works on every Personify plan, Free included.

A two-step Zap in the Zapier editor: step 1, Google Drive New File in Folder, checked every 15 minutes, and step 2, Personify Add Document — The whole workflow is two steps: your folder, then Personify.

Set it up

Create a Personify key.

In Personify, open Integrations, then Zapier, and create a key. It is shown once, so copy it

The Zapier card on the Personify Integrations page, reading Send leads to your CRM, and sync a Drive or Dropbox folder into a clone, with a Manage button

Start a Zap with your folder.

In Zapier, press Create. Choose Google Drive, Dropbox or OneDrive, then the New File in Folder trigger, and pick the folder

The Google Drive New File in Folder step in Zapier, with the Folder field set to Personify sync test

Add Personify as the action.

Add a step, search for Personify and choose Add Document. Paste your key when Zapier asks to connect, pick the clone, and map File from the folder step

The Personify Add Document step in Zapier, with Clone set to Mentr and File mapped from step 1, and optional Text, Title and File Name fields

Test it and turn it on.

Test the step, then publish the Zap. The file appears on your clone's Knowledge step tagged via Zapier

A clone Knowledge list in Personify where the file Discovery Call Playbook.pdf carries a via Zapier tag

What to expect

Zapier checks the folder every 15 minutes on its free plan, and more often on paid plans
Your clone can answer from a new file within about 15 minutes of it arriving
A file with the same name replaces the older copy, so an edited file updates your clone instead of adding a second version
Files follow the same rules as uploading in the app: PDF, Word, PowerPoint, EPUB and text files, up to 10MB each
If your clone is running out of room, a long file is trimmed to what fits and the file says so

Catching edits too

Google Drive's New File in Folder only fires for new files. To pick up changes to files already in the folder, make a second Zap with the Updated File trigger and the same Personify step.

It has to be a cloud folder. Personify cannot watch a folder on your own computer, so move it into Google Drive, Dropbox or OneDrive first.

Plain text works as well

The Add Document action also takes plain text instead of a file. That suits a Google Doc body, a form answer or a note from another app.