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I am looking to create a Folder with a number of sub folders in Box. The trigger is a new Salesforce opportunity. I have the first part working already but I do not know how to have the sub folders created inside the new folder at the same time. 

 

Hi @PTNR 

For the Subfolders, map the new Folder ID to the Zap step: Box - Create Folder

 

Looping app (Create Loop from Text) can be used to iterate over a text list of Subfolder Folder Names:

https://zapier.com/apps/looping/help

 

Zap Steps

  1. Trigger: Salesforce - New Opportunity
  2. Action: Box - Create Folder
  3. Action: Looping - Create Loop from Text
  4. Action: Box - Create Folder
    1. Map the Folder ID from Step 2
    2. Map the Folder Name from Step 3

Thanks for the help @Troy Tessalone - I am new to these steps so I am not clear on a few of the instructions. I have attached the below images to show what I am trying to do. 

  • When the new Salesforce Opportunity is started, Create a new folder using the field data from SF ex -  “Docket Name - Account Name - Name - Created Date”
  • Within this new folder I want to create a stack of three new sub folders named (Print - Build - Client)

Based on that maybe you can offer some more guidance. Appreciate the help. 

 

 

@PTNR 

We would need to see screenshots for how the Looping step is configured in EDIT mode.

 

For Step 4, the Folder field expects the Folder ID from Step 2.

 

For the Name of New Folder, map the variable from Step 3.

 

Thanks @Troy Tessalone - I got it working. 

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