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I have a form which creates new Account records in Salesforce. The form also captures a document which is also uploaded and attached to the new Account record in Salesforce (in the Notes and Attachments section)

 

This is what I want to do

  1. When an new record is created in SalesForce (Triggered by a field being completed and populated across from the form) create a new Card in Trello and populate some custom fields across from the new Account record
  2. Also pull across the uploaded document from the new Account record and put into into the new Trello card as an attachment

I can do 1 easily, buts its 2 that I cant see how to do

 

 

Hi ​@Steve_King 

Help links for using files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode with the field mappings visible.

Hi Troy

Thanks for your reply

here are some screenshots to help

How do i dynamically attach the file from the newly created Account Record in SalesForce?

​@Steve_King 

In Zap step 3, the Card field expects the ID of the Card from Zap step 2.

 

If the files are not returned from the DATA OUT of Zap step 1, then you would need to add more Zap steps for Salesforce to find those file records linked to the record in Zap step 1.

Try this Zap action: Salesforce - Get Record Attachments

 

Thanks Troy, just got around to testing this. It works if I do these actions;

  1. When field is Updated in Record on Salesforce
  2. Create Trello Card
  3. Get Record Attachments
  4. Add Attachments to Trello Card

The remaining problem is that the file attachment in SalesForce is a PDF, but when it is attached to the Card in Trello it doesn't have a file type extension. How do I get it to pick up the file type extension?

​@Steve_King 

For us to have current info, post screenshots showing how your Zap steps are now configured in EDIT mode with the field mappings visible.

here are steps 3 and 4 as these are the components which relate to the attachment

 

 

 

Hi ​@Steve_King,

 

If Trello doesn't recognize the PDF file extension in your Zap, try manually adding ".pdf" in the "File Name" field during the "Add Attachments to Trello Card" step. Use the file name from the "Get Record Attachments" step and append ".pdf" to ensure Trello treats it as a PDF.

Please try this and let me know if it resolves your issue or if you need further assistance.

Thanks ​@JammerS

If I add ,pdf to the end of the filename, when testing it says access denied

This is strange because i can manually add a PDF attachment to the Trello card with no problem

Any idea why this is?

Hi ​@Steve_King,

 

If you're having trouble attaching a PDF to a Trello card via Zapier, the issue may be due to file access or path errors. Ensure the PDF is publicly accessible (for example, from Google Drive or Dropbox), has the correct permissions, and that the file path in Zapier is accurate and includes the ".pdf" extension.

thanks ​@JammerS 

 

The file attaches to the card no problem, but it doesnt have the PDF extension

If I add .PDF to the end of the filename, as you suggested, it then says access denied, which is strange

 

 

Hi ​@Steve_King,

 

Welcome to the Community.

If your file attachments are missing the .PDF extension and showing an "access denied" error when you try to add it manually, the issue may lie in how the file is created or handled in Zapier. Ensure the application generating the file is set to output with a PDF extension and that your Zap is configured correctly. The access error typically means Zapier lacks permission to access the file, so verify sharing settings on cloud storage or make sure the file isn't open elsewhere during upload. If issues persist, sharing more details and the error message with our Zapier support will help troubleshoot further.

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