I’m interested to know the answer to your problem as well !
Well, I can save the excel sheet attachment to a OneDrive folder. That bit is fine.
But, there’s no trigger to utilise a new excel document, only updates to an existing document.
Trying to figure out another way around this… its being quite frustrating TBH!
Hi @leem209 and @Tizman - I wanted to direct you to this topic in hopes the solution here could be a workaround you can explore:
@Tizman I found MailParser.io is able to extract the required data from my email attachments. It’s really quite good!
from there I can enter it into Zapier as a trigger and send that extracted data over to my central Excel file.
Another step in the process and another account to manage but working so far, so good.
I made a video for a question in our Process Street Community (still private/invite-only), and figured that someone might have asked a similar question here.
The trigger tool was AppFolio which has no integrations, but any tool that sends a CSV file will work. Obviously, you can strip out the Process Street stuff, or replace with whatever tool you want to use, if anything, after Google Sheets.
Enjoy!
Also, let me know if there is a better thread for this, one of the other ones was already solved so I didn’t post there.
https://www.loom.com/share/d90a8cb337b9483cbdd3a66186bd8efb