Hello kind forum users, I wanted to ask whether this monstrosity would work.
I’m trying to send/save quotations and invoices from our software to specific folders in G-drive, I would like for the zap to create the parent folder (year) and then sub folder (month), based on the timestamp of the file creation.
I managed to format the timestamp into YYYY and MM, and I created different paths, based on filename, that contains “quote” or “Invoice”. Then I created a G-drive step, “find folder action, create folder if not found” for the year, YYYY.
I Added another G-drive step in a similar way for the month MM, and changed the “parent folder” with the G-drive folder ID of the previous step.
AND final step is to add the file to the MM sub folder, based on MM G-Drive ID.
The question is would G-drive/Zap be able to dynamically change the ID of the secondary or tertiary step based on the previous step? for example, if it is a new month. Will it just explode?
How to dynamically create and save files in yearly and monthly G-Drive folders using a Zap?
+14
- Certified Zapier Expert
- 24198 replies
-
11 April 2024
Hi
When in doubt, test it out!
To help us have context, post screenshots with how the steps are outlined and configured in EDIT mode.
Hi Kit,
This is a very complicated setup but its possible with the right knowledge.
If you’d like help along the way while you’re setting it up, you can reach out to me at XXXXXXX@XXXXX.XXX
Happy automating
This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.
+11
- Community Manager
- 4645 replies
-
11 April 2024
Hi
The question is would G-drive/Zap be able to dynamically change the ID of the secondary or tertiary step based on the previous step? for example, if it is a new month. Will it just explode?
As you’ve selected the values from the previous actions this would dynamically change the IDs being referenced. So no, it shouldn’t explode! 😅
The set up you’ve described sounds correct to me. But if you’d like to double-check how it handles other months you could always edit the test data on the trigger to set a different date for the timestamp. See the Modify a trigger test record guide to learn how to do that.
If you run into any trouble on this just let us know and we’ll be happy to assist further! 🙂
+11
- Community Manager
- 4645 replies
-
19 April 2024
Hey there
Just wanted to check in here to see how you’re getting on? Please do let us know if you’re still stuck or have any further questions at all - always happy to help!
The Boss is a cheap skate this month so I’m waiting until i get premium. Thank you for all of your input!
+11
- Community Manager
- 4645 replies
-
22 April 2024
You’re most welcome
Please do keep us in the loop on how you get on, would love to hear how it goes!
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.