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I have custom fields in HighLevel for docs and images needed by customers for a rebate process. 

I’m looking to have my office staff upload the images into the custom fields in the opportunity, then  automatically move those images over to a google drive folder for the specific client, and attach the link to this folder in a future email to the customer with rebate filing instructions.

I have created the folder via a stage change, just trying to figure out how to get the images to move over. 

Hi @Jcollett73 

Help article for sending files in Zaps to reference: https://help.zapier.com/hc/en-us/articles/8496288813453

 

If you need more help, post screenshots with how your Zap steps are outlined and configured.


I figured the first half of the process out, now I’m just having issues with Zapier not being able to find the folder where the files need to go.


@Jcollett73 

Help articles for using GDrive in Zaps: https://zapier.com/apps/google-drive/help