How to Automatically Save Customer Documents to Google Drive using DoubleTick

When customers send documents (like PDFs) on WhatsApp, they are stored in DoubleTick’s data storage.

Without automation, your team has to:

• Open each chat

• Download the file

• Upload it manually to Drive

This process is repetitive and error-prone.

What this setup does

Once configured, every time a customer sends a document:

• The file is automatically fetched from DoubleTick

• It is uploaded to Google Drive

• A shareable link is generated

• The link is logged into a Google Sheet

No manual work. Everything is tracked automatically.

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How the Automation Works

Here’s the complete flow:

1. Customer sends a document on WhatsApp

2. DoubleTick webhook triggers (On Message Received)

3. Bot sends document URL to your API

4. Google Apps Script fetches the file securely

5. File is uploaded to Google Drive

6. Drive link is saved in Google Sheets

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Before You Begin

Make sure you have:

• DoubleTick account with WhatsApp API active

• DoubleTick Developer API Key

• Google account (Drive + Sheets + Apps Script access)

• Google Drive Folder ID (from folder URL)

• Google Sheet ID (from sheet URL)

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Part 1: Create Google Apps Script

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Step 1: Open Apps Script

• Go to: script.google.com

• Click New Project

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Step 2: Add Script

Paste the following script:

function doPost(e) {
  var params = JSON.parse(e.postData.contents);
  var messageUrl = params.messageUrl;
  var folderId = params.folderId;

  var authKey = "YOUR_DOUBLETICK_API_KEY";

  var response = UrlFetchApp.fetch(messageUrl, {
    method: "get",
    headers: { "Authorization": authKey }
  });

  var blob = response.getBlob().setName("Document_" + new Date().getTime() + ".pdf");

  var folder = DriveApp.getFolderById(folderId);
  var file = folder.createFile(blob);
  var fileUrl = file.getUrl();

  var spreadsheet = SpreadsheetApp.openById("YOUR_SPREADSHEET_ID");
  var sheet = spreadsheet.getSheets()[0];
  sheet.appendRow([new Date(), fileUrl]);

  return ContentService.createTextOutput(JSON.stringify({ driveUrl: fileUrl }))
    .setMimeType(ContentService.MimeType.JSON);
}

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Step 3: Update Required Values

Replace:

• YOUR_DOUBLETICK_API_KEY → Your API key

• YOUR_SPREADSHEET_ID → Your Google Sheet ID

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Step 4: Deploy Script

• Click Deploy → New Deployment

• Select Web App

• Set access to: Anyone

• Click Deploy

• Copy the Web App URL

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Part 2: Setup Bot in DoubleTick

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Step 1: Create Bot

• Go to Bots

• Click Create New Bot

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Step 2: Add Webhook Trigger

• Add Webhook Node

• Event: On Message Received

• Copy webhook URL

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Step 3: Register Webhook

• Go to Settings → Webhooks

• Click Create Webhook

• Paste URL

• Select event: On Message Received

• Save

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Step 4: Add Call API Node

Configure:

• Method: POST

• URL: (Apps Script Web App URL)

• Body Type: JSON

{
  "messageUrl": "{{message.url}}",
  "folderId": "YOUR_GOOGLE_DRIVE_FOLDER_ID"
}

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Step 5: Activate Bot

• Save the bot

• Make sure it is active

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Part 3: Test the Setup

1. Send a PDF to your WhatsApp number

2. Wait a few seconds

Expected Result:

• File appears in Google Drive

• A new row is added in Google Sheet

• Sheet contains:

  • Timestamp

  • File link

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Tips & Best Practices

• Add timestamp to file names to avoid duplicates

• Use a dedicated Drive folder for organization

• Extend the sheet with more fields (customer number, etc.)

• You can test using Postman by sending a file URL manually

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Summary

With this setup, you’ve built a fully automated system that:

• Captures customer documents instantly

• Stores them securely in Google Drive

• Maintains a real-time log in Google Sheets

This reduces manual effort, improves organization, and ensures no document is ever missed.