Question

How do I automatically attach Dropbox purchase order PDFs to relevant cells in Smartsheet?

  • 7 July 2023
  • 1 reply
  • 29 views

I have a purchases folder in Dropbox which has sub-folders by vendor names where I have the pdfs for purchase orders. So the path is Dropbox>Main folder>Vendor folder>pdfs, where the pdfs are sorted by date in the Vendor folder.

The pdf names are in the following format: DATE_VENDOR_PO# number.pdf

For example: 20230630_ABC_PO# 2789.pdf

My sheet has a DATE column, a VENDOR name column and a column with the PO# numbers.

My goal is to be able to attach pdfs of PO# files that exist on my Dropbox folders to each of the relevant cells in Smartsheet. The data is worth 6 years (a lot!).

I also want to be able to automate this process from now onwards. So whenever I add a pdf file to this folder my Smartsheets sheet will automatically be updated.

How can I use Zapier to achieve these two things?

 


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1 reply

Userlevel 7
Badge +14

Hi @hreshi 

Good question.

There is no Smartsheet Zap app action to find row: https://zapier.com/apps/smartsheet/integrations#triggers-and-actions

You would have to use the Smartsheet API: https://smartsheet.redoc.ly/tag/search#operation/list-search-sheet

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace