Best answer

Can Zapier search a folder in onedrive and identify the correct subfolder in which to upload a document?

  • 25 August 2021
  • 1 reply
  • 281 views

I am trying to set up Zapier to upload documents received via email to the correct client file in onedrive. I have figured out how to program this for each individual client, but I’m wondering if there is a way to have Zapier find the right folder based on information in the email. For example: if the email states that the document is for client Joe Smith, Zapier would then know to upload the document into Joe Smith’s folder. But if the email states the document is for Sally Mae, Zapier uploads to her folder. I’m trying to figure out if I can do this without needing to program each client folder as an individual zap or filter. 

icon

Best answer by Troy Tessalone 25 August 2021, 01:11

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Userlevel 7
Badge +14

Hi @Amanda Wilhelm 

Try these Zap steps…

  1. Trigger: [App] - New Email
  2. Action: OneDrive - Find Folder (OR Find/Create Folder)
  3. Action: OneDrive - Upload File (map the ID of the Folder from Step 2)