I am attempting to use a Monday.com Item status change to trigger a folder being set up in Dropbox. (I think I have gotten this far) I would also like that folder to be created from a “folder template” that we have built. And for the file names to be updated depending on the name of the top line folder - which is determined by the Monday.com item name.
I am not sure this level of automation is possible. If so, is there a video of the build process?
Thank you in advance for your brilliance.
Best answer by Troy TessaloneView original
Try using this Zap action: Dropbox - Create Text File
If you need more advanced file creation, then you’ll likely have to use another app first.
Thank you Troy for your response. It is helpful. Since I am new at all of this, I may be thinking about it in the wrong way. My vision was that Zapier could connect with dropbox, access a template, call it what is prescribed in Monday. com. Is that possible?
Thank you again!
To clarify I have a templated file structure for each type of project we have. I am hoping to make a new file using automations and integrations in Monday.com - taking the title name from Monday and inserting it on to a new folder with the folder structure.
Ex. We have a main folder with three folders inside it. Those folders are already named “Receipts”, “Contract”, and “Proposals”. I have a new item in Monday called JOB123, I change the status for that item and that kicks off the Zapier to make a new folder in my dropbox account called JOB123 containing the folders - Receipts”, “Contract”, and “Proposals”
I figured it out!
Using a premade template wont work in Zapier. But you can make each step work and build what you need, so I used about 15 “create a Folder” steps and put them where I needed them and titled them what they needed to be titled.
Thank you for your help!