I have a zap that creates a parent folder with 5 subfolders every time a new lead comes in from dubsado.
However one folder is called Bank Statements.
I want to auto add a folder for the current year and all the months.
How do I do that?
So it should look like this Lead>Bank Statements>2023>January
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Hi
Good question.
I’d recommend using this naming convention for the month folders: MM-MMMM (e.g. 01-January)
Try adding this Zap action: Looping - Create Loop from Text
I want to create all 12 months. Using that feature. Will it only create January?
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You can specify the values to loop.
can you help me or lead me to a youtube video?
I don’t understand what these field are.
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Help article about using the Looping app: https://help.zapier.com/hc/en-us/articles/8496106701453-Loop-your-Zap-actions
I have the parent folders working Lead Name>Bank Statement>2023>(THIS IS WHERE I NEED IT TO GO)
It seems the loop worked but I can’t get them to translate into folder names. Which loop drop down do I chose from the menu below? The closest I could get is one folder with all the names. See below.
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Use this variable from the Looping step for the Folder Name.
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From the Looping help article: https://help.zapier.com/hc/en-us/articles/8496106701453-Loop-your-Zap-actions#create-a-loop-from-text-0-1
IT WORKED.
I want to add the date folders to another folder.
It wont let me duplicate the loop.
When I follow the same steps to add the same loop to another folder it goes haywire.
Is this even possible?
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We would need to see updated screenshots with how your Zap steps are configured to have context.
I would like the 15 step to basically be the same as the 12th step by creating monthly folders. However when I duplicate it. It creates 12 different folders called Reports
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We would need to see detailed screenshots with how each Zap step is configured.
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