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Hello,

I am attempting to create new records based on when an email arrives in a shared inbox. I have the flow creating a new record with all the required data and and have attempted a loop in the event that multiple files are attached. I have gotten it to upload a file successfully, but it was just a .txt file containing the metadata. Step #8 finds the record based on the ID used in step #5.

 

Hi @tucker_10yes 

Try using this Zap trigger: Outlook - New Attachment

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

For us to have more info, post screenshots with how your Salesforce Zap action step for handling the file is configured in EDIT mode.

 

Hi @tucker_10yes,

I just came across your post here and wanted to check in here to see how you’re getting on. Were you able to follow Troy’s suggestion here?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🤗

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