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Best answer

Update Airtable fields after detecting new file in folder

  • December 22, 2020
  • 4 replies
  • 152 views
S

I have a number two websites that I download spreadsheets from regularly that I would love to create automated processes with. 

For instance my bank transactions can be downloaded as a csv or excel sheet. I would like to download a set of transactions to a folder and have Zapier automatically create records for those transactions in an Airtable without me having to open and clean up the file headers.

(It’s a small local bank so I am sure they won’t be working with Zapier soon.)

Is this doable? I’d also love to use this kind of zap for things like inventory reports from Squarespace.

Best answer by jesse

Just closing the loop on this! @Ennes and @Troy Tessalone both offered some great insight into things to try as next steps:

 

Hey @StrangeChild,

sounds super interesting! I think as a trigger you could use the Google Drive Folder to which you save this file. Anytime you put a file (in your case your csv) to this particular folder this should trigger a Zap.

In a next step you can create an Airtable Create Record action.

 

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

Ennes
Forum|alt.badge.img+5
  • EnnesTinkerer
  • Tinkerer
  • December 22, 2020

Hey @StrangeChild,

sounds super interesting! I think as a trigger you could use the Google Drive Folder to which you save this file. Anytime you put a file (in your case your csv) to this particular folder this should trigger a Zap.

In a next step you can create an Airtable Create Record action.

Can you work with that?

    Troy Tessalone
    Zapier Orchestrator & Solution Partner
    Forum|alt.badge.img+14
    • Troy TessaloneZapier Orchestrator & Solution Partner
    • Zapier Orchestrator & Solution Partner
    • December 22, 2020

    Here are 2 help articles related to CSVs using the Formatter app:

    https://zapier.com/help/create/format/import-csv-files-into-zaps

    https://zapier.com/help/doc/how-import-csv-files-formatter

    ⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
      S
      • StrangeChildBeginner
      • Author
      • Beginner
      • December 22, 2020

      Thanks @Troy Tessalone ! Thanks @Ennes !

      I’m going to experiment with the Google drive trigger. 


      I’m really good at forming the if then statements for these kind of zaps in my head but I don’t always know the right language to use.

      “If thing one does stuff then update the other thing” is probably not going to work. 

        jesse
        Forum|alt.badge.img+9
        • jesseArchitect
        • Architect
        • Answer
        • March 2, 2021

        Just closing the loop on this! @Ennes and @Troy Tessalone both offered some great insight into things to try as next steps:

         

        Hey @StrangeChild,

        sounds super interesting! I think as a trigger you could use the Google Drive Folder to which you save this file. Anytime you put a file (in your case your csv) to this particular folder this should trigger a Zap.

        In a next step you can create an Airtable Create Record action.

         

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