I am looking to automate the process of uploading documents from OneDrive to private folders in our client portal, Clinked.
The folder structure in Clinked is as follows:
Group > File Type > Client ID
E.g. Fund 123 > Tax Document > ABC-123
I have attempted to name the files according to each Client’s name, e.g ABC-123_Company A, then used the following Zap strucuture:
- New File Uploaded to OneDrive
- Find folder in Clinked
- Upload file in Clinked
The issue is that this only works where the Folder can be found based upon file name, e.g. naming the file exactly ABC-123.
However, as we will be uploading multiple documents to each client folder, based upon the type, e.g. ABC-123_Company 1.pdf, ABC-123_Company 2.pdf, this can’t be done.
Is there anyway to find folder based upon part of the file name, or an easy way to find folder based upon a file tag field which can be set?
Many thanks for all assistance!