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Best answer

Move file to a folder based on matching words on Google Drive

  • March 8, 2023
  • 7 replies
  • 190 views
sergiosilva

I’m using google meet to record my meeting with clients, and when it’s finished it’s uploaded auto0matically to a folder in google drive.

These meetings have the name of the client there (ex “Client name & me, date”), and the folders i have for my clients say “client name calls”. I want to make a zap that, once a file is uploaded, zapier searches for a folder that matches at least one word that is on the recording file and transfers it to the persons folder.

 

I can’t seem to make this type of conditional 

Best answer by Troy Tessalone

Hi @sergiosilva 

Good question.

Please post detailed screenshots with how your Zap steps are configured so we have more context to work with.

You can try using the Formatter > Text > Split (split at “ &” and keep the first segment) to isolate the client name to then search for a GDrive Folder by.

Also note, there’s a chance that 2 clients have the same name.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34031 replies
  • Answer
  • March 8, 2023

Hi @sergiosilva 

Good question.

Please post detailed screenshots with how your Zap steps are configured so we have more context to work with.

You can try using the Formatter > Text > Split (split at “ &” and keep the first segment) to isolate the client name to then search for a GDrive Folder by.

Also note, there’s a chance that 2 clients have the same name.

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
sergiosilva
  • sergiosilvaBeginner
  • Author
  • Beginner
  • 3 replies
  • March 8, 2023

Do these screenshots help?

sergiosilva
  • sergiosilvaBeginner
  • Author
  • Beginner
  • 3 replies
  • March 8, 2023

I’m using the formater to isolate the client name, but how do I make the search for partial input in this step?

sergiosilva
  • sergiosilvaBeginner
  • Author
  • Beginner
  • 3 replies
  • March 8, 2023

I think it can find it, but now im getting this error. All steps have a success icon, except for this last one

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34031 replies
  • March 8, 2023

@sergiosilva 

The File field expects the File ID instead of the File Title.

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
Hironobu Yoshida

's very intriguing... For example, how about triggering an update to Google Calendar?

Presumably, Meet will provide a link to the meeting on Google Calendar. It can be determined based on that information and the subject of the calendar.

https://twitter.com/maes_data
chanelle
Forum|alt.badge.img+8
  • chanelleZapier Staff
  • Zapier Staff
  • 628 replies
  • March 15, 2023

@sergiosilva Hey there, checking in! 

Were you able to successfully launch your Zap using Title ID in lieu of File Title? Hoping you ran into no further issues 🤞

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