I would like to add FILES that get added into a COPPER CRM Opportunity (Add file), and then this gets also uploaded into a specific Google Drive Folder.
I was unable to find a TRIGGER for “Add File” for Copper CRM.
Anyone have any ideas or workarounds on how to make this use-case happen? Thanks!
Hi
You may have to explore using the Copper API: https://developer.copper.com/file-upload/list-attached-files-of-an-entity-record.html
You can try reaching out to Copper Support for possible guidance about the right trigger to use.
There may not be a specific trigger for “new file”, so you may have to trigger based on a different event.
Then you’d use the Copper API to get the files linked to an Opportunity.
Am I able to do this without being a developer? I was trying to use ChatGPT, however, any advice on how to do this for a novice would be much appreciated. (FYI - Zapier doesn’t have an option to do this use case).
Zapier definitely supports app APIs.
Zap action: Copper - API Request
You can also try using the Custom Actions option for Copper (if available): https://help.zapier.com/hc/en-us/articles/16276574838925-Custom-Actions-in-Zapier
The challenge will be that if files are uploaded at different times, then the same will run multiple times and you’ll have to add logic to find/create existing files in GDrive.
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