We look forward to showing you Velaris, but first we'd like to know a little bit about you.
Connect Google Drive with Velaris to centralize customer content and documentation — trigger workflows from new files or folders and manage drive content directly from your success platform.
New File
Fires when a new file is uploaded to a selected folder, letting Velaris log and act on shared assets instantly.
New Folder
Triggers when a new folder is created or uploaded, enabling Velaris to set up new workspaces automatically.
Create New Folder
Creates a new empty folder in Drive, allowing Velaris to organize documents for each account.
Upload File
Uploads a file to Drive, letting Velaris store generated reports, exports, or customer assets.
Get File
Retrieves a specific file or folder, enabling Velaris to pull needed assets into workflows.
Search
Searches a folder for files or subfolders, helping Velaris locate content dynamically.
Save Document as PDF
Saves a document as PDF in a specified folder, allowing Velaris to archive reports or summaries.
Delete Permissions
Removes a user’s role from a file or folder, letting Velaris manage secure access.
Move File
Moves a file from one folder to another, enabling Velaris to reorganize content automatically.
Trash File
Moves a file to trash, allowing Velaris to clean up outdated materials.
Create New File
Creates a new text file from provided text, letting Velaris generate notes or logs in Drive.
Read File
Reads a selected file, enabling Velaris to extract content for reporting or analysis.
List Files
Lists all files in a folder, giving Velaris visibility into stored documents.
Duplicate File
Duplicates an existing file, allowing Velaris to create working copies for teams.
Update Permissions
Updates sharing permissions for a file or folder, letting Velaris grant or adjust access.
Set Public Access
Sets public access on a file or folder, enabling Velaris to share resources externally.
Delete File
Permanently deletes a file, helping Velaris remove obsolete assets.
Custom API Call
Allows Velaris to call any Google Drive API endpoint, enabling advanced or custom automations.
Velaris is an AI-native Customer Success Platform built for mid-market and enterprise B2B SaaS teams. From customer health scoring and churn prediction to onboarding automation, renewals, and expansion workflows, Velaris helps recurring revenue teams understand account health, reduce churn, and scale customer success with greater visibility and control.