Hi everyone — I’m trying to build a multi-step Zap that does the following:
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Triggers when a new email arrives from Jotform (with PDF attachments)
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Uploads each attachment to a Google Drive folder (one folder per borrower)
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Logs each uploaded file (or a link to it) into the related Lead timeline in Nutshell CRM
Here’s what I’ve tried:
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Looping through attachments works
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Uploading each file to Google Drive
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Logging the file in Nutshell using “Log Activity”
→ This logs an activity, but doesn’t show in the Lead’s timeline -
I tried using “Update Lead” but it doesn't add a timeline note or file either
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“Create Note” is not available in Zapier's Nutshell integration
Ideally, I want each Google Drive file (or link to it) to be shown on the Lead’s timeline like this:
Statement uploaded: oView in Drive]
Has anyone successfully done this — or worked around it using Webhooks, BCC email, or custom API calls to Nutshell?
Appreciate any help!
—Elica