I am trying to setup a 2 step automation, upon a trigger (new or updated record in Airtable) to create a folder in SharePoint, and copy a file from Airtable record into newly created SharePoint folder.
Is this possible?
Best answer by Troy Tessalone
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+14
Hi
Good question.
Try asking AI to outline the Zap steps: https://zapier.com/app/dashboard
+6
Hi
Welcome to the Community! 🎉
I wouldn’t anticipate that being a problem! Here is how I see the Zap for the workflow that you have in mind:
I hope this information is helpful for you! If you have any more questions or if there's anything else you'd like to know about the suggested workflow, please don't hesitate to ask. Also, we have some suggested workflows for Airtable and Microsoft SharePoint that you might find interesting. Feel free to check them out on our integrations page: Zapier SharePoint and Airtable Integrations
Hi
Welcome to the Community! 🎉
I wouldn’t anticipate that being a problem! Here is how I see the Zap for the workflow that you have in mind:
I hope this information is helpful for you! If you have any more questions or if there's anything else you'd like to know about the suggested workflow, please don't hesitate to ask. Also, we have some suggested workflows for Airtable and Microsoft SharePoint that you might find interesting. Feel free to check them out on our integrations page: Zapier SharePoint and Airtable Integrations
That’s the workflow I’m following. I’ve been able to get it to:
but the missing step is to get the automation to upload the file into the newly created folder in SharePoint. This is where it keeps erroring out.
Could I DM you a screenshot of the error?
+14
Please post detailed screenshots with how your Zap steps are configured to give us more context.
Hi
Good question.
Try asking AI to outline the Zap steps: https://zapier.com/app/dashboard
I tried this, but it is telling me to use ClickUp, Citrix, Salesforce etc… Zapier has a native Airtable>SharePoint integration, so it shouldn’t have to use these other apps and connections? Or is my prompt not good enough:
Please post detailed screenshots with how your Zap steps are configured to give us more context.
OP removed screenshots with private URLs
+14
From step 2, you likely need to Folder ID from or the Folder path.
You can check the expected value by looking at the dropdown list of options.
The expected value is the smaller gray font value.
From step 2, you likely need to Folder ID from or the Folder path.
You can check the expected value by looking at the dropdown list of options.
The expected value is the smaller gray font value.
LEGENDARY. It’s up and running - creates new folder and copies file from Airtable record into newly created folder.
Huge thanks
+9
🔥🔥
So stoked to hear Troy was able to help get this sorted with you!
Let us know if you have any other q’s - we're always happy to help. 🤗
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