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Question

How do I create a Zap to move attached PDFs from Salesforce to a specific Google Drive folder?

  • August 8, 2024
  • 1 reply
  • 70 views
B

Hi there, I have an idea for a zap that will take an attached PDF in Salesforce and send it to a specific folder within google drive. I haven’t started the Zap but am curious if people have been able to pull files from Salesforce and use them in zaps.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 8, 2024

Hi @BillyM 

What Salesforce object is the file attached to?

Review the available Salesforce Zap app triggers/actions: https://zapier.com/apps/salesforce/integrations#triggers-and-actions

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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