Hi,
We have a CRM which creates a new Excel spreadsheet on the 1st day of every month into a specific directory on BOX. It’s just a list of internal company contacts on a single sheet, but the CRM doesn’t delete the previous version, it simply adds a long random string to the end of the filename, so we end up with a growing collection:
Adviser_List_vlkrcjhvgnshrnl.xlsx
Adviser_List_fgvbnhjdsmmh.xlsx
Adviser_List_gjfngjfgybdvgd.xlsx
…. and so on
My question is, how can I get Zapier to identify the newest Excel file in there, and grab a link to that file, so I can send it out to our member list on Mailchimp? I would trigger the zap to do this once a month.
I have no trouble creating the email part, and I can get Zapier to read the folder, I just don’t know how to target the newest excel file?
Any help would be greatly appreciated.
Mike
Check a specific folder on BOX and get a link the newest Excel file in there?
I mean when you create the trigger and you click on the Test Trigger button it gets a bunch of data. What is the current trigger? New File in Box? I wanna see if for example one of the fields it retrieves is the file type, or if the file name has the extension. If so, you can then create a filter to include/exclude certain file types
Can you please show me the test results of the trigger?
Can you be more specific?
Hi,
Thanks for the input, but that is too simplistic, I just noticed that I failed to mention that the CRM automation also adds three logos to the folder with the Excel file for some bizarre reason. I added a filter to find “any new file with a size above 60kB” which then ignores the .png files, but it feels a bit like a hack, because if the CRM one day uploads a new larger logo, it will trigger the email campaign.
It’s frustrating that there doesn’t seem to be a way to specify “file type” in the filter. BOX only sees everything as either a “file” or a “folder”.
M.
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