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Question

How to copy approved purchase order PDFs to Google Drive with custom names using Zapier?

  • June 18, 2024
  • 1 reply
  • 4 views

This post was split from topic: 

 

Here's the translation to English:

"Thank you very much for your help, it's always great to see how people with more experience can share their knowledge to help us all grow.

I want to do the following:
I have generated a Purchase Order document in PDF using DocuGen, and it is in a file column on the Purchase Orders board. Each item is a separate purchase order. The sub-elements are the details of the purchase order. Each purchase order PDF document has a different name.

So, I want to explore the possibility of setting up a Zap so that when a purchase order is approved, i.e., when a status column changes to 'Approved', the PDF document is copied to a Google Drive folder as mentioned above, but each time it does this, it should use the name corresponding to the new item.

I hope you understand, and even more, I hope you can help me.

Thank you very much."

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

ken.a
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  • Zapier Staff
  • June 20, 2024

Hi there @Buca,

Welcome to the Community! 🎉

Here is how I see the Zap for the workflow that you have in mind:

  1. Trigger: monday.com - Specific Column Value Changed in Board
  2. Action: Google Drive - Create Folder
  3. Action: Google Drive - Upload File

Additionally, you can learn about mapping fields here: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

Hopefully, this helps!