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Question

Saving agreements from a SharePoint template using Airtable data


Scenario:

New hires get incentives for choosing our organization and each new hire needs to have an agreement drafted to have on file. All new hires and their incentives are reviewed and stored in Airtable. When finalized, each record will trigger an automation to draft an agreement. There is a template excel file created saved in Sharepoint. That template will be used to make ‘copy’ of it to write new agreements per new hire.

What I’m trying to achieve:

  • Pull data from Airtable
  • Save a new agreement file from a template file in Sharepoint
  • Write data from Airtable into the new saved file

What is successful:

  • My Airtable trigger when a new record is recorded in the ‘finalize’ table - Success
  • Finding the template file in sharepoint - Success
  • Upload a copy file - Not Successful
  • Writing Airtable data into excel file - Success (Was created separately to test function, will be updated if upload file step works)

Problem:

  • Something with Site is not working proper I guess. I’ve manually entered the sharepoint url and that didn’t work. It can’t create the new file. 
  • Supposedly from examples I’ve read, it needs to tie back to the 2nd step but I can’t tell what element would make sense. Tested a few like Odata ID

 

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4 replies

  • Author
  • New
  • 2 replies
  • February 4, 2025

New update, I did a rework of step two to manually enter the site and it still worked. This allowed me to make progress on Step 3. Manually entered the same site when then gave me the path options in the Folder field. But the test failed. I’m not sure if I did the right selection in the File’s Name field maybe.


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Right now, the "File's name" field is set to your original template. This should ideally be a new file name, not the template name.

The "New File" field seems to be mapped incorrectly. It should reference the file content (binary data) from the "Find File in SharePoint" step, make sure to select a file object (not text).

Give it a try and let me know.


  • Author
  • New
  • 2 replies
  • February 5, 2025

I believe I did what you informed but got the 404: File not Found error code again.

 

 


JammerS
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  • Zapier Staff
  • 2131 replies
  • February 6, 2025

Hi ​@MZimmer,

 

A 404 error in Zapier usually means a missing or inaccessible file or URL. Check that the URL or file path is correct, ensure Zapier has the necessary permissions, reconnect the app, or recreate the Zap to resolve the issue.