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Best answer

Moving files in Dropbox, depending on file title

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I want to set up a dropbox folder that my zap looks at and depending on what the title of the document is as it is put into the folder, I want it to be moved to a different location (this new location will be different for different titles - client name move to client specific folder)

I am thinking that I will need some reference spreadsheet with the relevant name data on it and some way of handling documents that have an unrecognised title.

 

I am just drawing a complete blank as to how to start this, so hoping that someone in the community can point me in the right direction

Best answer by Troy TessaloneBest answer by Troy Tessalone

Hi @Chris Waters

Sounds like you’ll need to use something like a GSheet as a Lookup Table:

You may also need to use a Filter step in your Zap: https://zapier.com/apps/filter/help

Paths are also an option: https://zapier.com/apps/paths/integrations

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2 replies

Troy Tessalone
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  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31296 replies
  • Answer
  • May 12, 2021

Hi @Chris Waters

Sounds like you’ll need to use something like a GSheet as a Lookup Table:

You may also need to use a Filter step in your Zap: https://zapier.com/apps/filter/help

Paths are also an option: https://zapier.com/apps/paths/integrations

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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1 person likes this
  • C
    Chris Waters
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Hi @Troy Tessalone 

Thank you for this - I will have a go with what you have suggested and see how I get on!

 

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