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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 @ProzaroSolutions 

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.

  • Updated Opportunity
  • Updated Opportunity Stage
  • Updated Opportunity Status

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). 

@ProzaroSolutions 

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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