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Update Airtable fields after detecting new file in folder

  • 22 December 2020
  • 4 replies
  • 87 views

Userlevel 1

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.

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Best answer by jesse 2 March 2021, 17:48

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4 replies

Userlevel 5
Badge +5

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?

Userlevel 7
Badge +14

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

Userlevel 1

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. 

Userlevel 7
Badge +9

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.