Skip to main content
Question

How do I automate moving images from GoHighLevel custom fields to a specific Google Drive folder?


I have custom fields in HighLevel for docs and images needed by customers for a rebate process. 

I’m looking to have my office staff upload the images into the custom fields in the opportunity, then  automatically move those images over to a google drive folder for the specific client, and attach the link to this folder in a future email to the customer with rebate filing instructions.

I have created the folder via a stage change, just trying to figure out how to get the images to move over. 

Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Forum|alt.badge.img+14

Hi @Jcollett73 

Help article for sending files in Zaps to reference: https://help.zapier.com/hc/en-us/articles/8496288813453

 

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


  • Author
  • New
  • 1 reply
  • January 30, 2024

I figured the first half of the process out, now I’m just having issues with Zapier not being able to find the folder where the files need to go.


Troy Tessalone
Forum|alt.badge.img+14

@Jcollett73 

Help articles for using GDrive in Zaps: https://zapier.com/apps/google-drive/help