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Question

Question: How to Automate Organizing JotForm Submissions into Specific Folders in Google Drive and Dropbox

  • August 20, 2024
  • 4 replies
  • 98 views
L

I'm looking to create an automation in Zapier that will help me organize form submissions from JotForm into specific folders in both Google Drive and Dropbox.

Here's what I need:

  • When a form is submitted via JotForm, I want the submission to be automatically saved in a designated folder in Google Drive and Dropbox.
  • I have different folders in both storage services, and I want the submissions to be sorted into these folders based on specific criteria (e.g., form type, submission date, etc.).

Could someone guide me on how to set up this workflow in Zapier? I would appreciate a step-by-step process or any tips to ensure that the forms are correctly organized in their respective folders.

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

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 20, 2024

Hi @Leena 

Try using Filters or Paths:

https://zapier.com/apps/filter/help

https://help.zapier.com/hc/en-us/articles/8496288555917

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
L
  • Leena
  • Author
  • New
  • August 20, 2024

Hi @Troy Tessalone! Thank you so much for your help. I'm new to this, so please bear with me. I'm currently having some issues when trying to create a Zap that connects Jotform to Dropbox. Which event should I choose to ensure that a copy of the submitted PDF or file from Jotform is automatically transferred to my Dropbox? Also, is this possible even if the form in Jotform is encrypted? Thank you!

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 20, 2024

@Leena 

Help link for using Jotform in Zaps: https://zapier.com/apps/jotform/help

 

In Jotform, you’ll also have to adjust your Security > Privacy settings to disable login to view uploaded files.

 

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

 

Zap action: Dropbox - Upload File

Help links for using Dropbox in Zaps: https://zapier.com/apps/dropbox/help

 

 

 

If you need more help, post screenshots with how your Zap steps are outlined and configured in EDIT mode.

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • August 30, 2024

Hi there, @Leena 👋

Did Troy’s latest reply help to get things squared away? If you’re in need of some further help at all please do let us know and we’ll be happy to assist! 🙂

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