Question

Excel Attachments not Transferring to Trello from Pipedrive

  • 23 March 2023
  • 8 replies
  • 30 views

Hi Everyone

 

I have setup a link between Pipedrive and Trello to transfer documents as well as other text field data.

All was working OK when I first set it up but in the last week all documents (PDF, Emails etc) transfer fine but Excel documents are not transferring over.

When I look at the log file it appears Zapier know the files are there but for some reason they are not being deposited in Trello.

Could it be Excel file size ?

Any help on this would be really appreciated

 

Thanks

Barry 

 

 


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8 replies

Userlevel 7
Badge +14

Hi @Barry O 

Good question.

We will need more context about how your Zap steps are configured.

Please provide detailed screenshots.

Please also outline a specific example in order for us to evaluate and advise.

 

 

Hi Troy

Yes please see an example below:

 

 

 

 

 

 

 

these are the logs from one of my Zaps that did not send the Excel File

 

 

 

 

 

I hope this helps?

Thanks

Barry 

Userlevel 7
Badge +14

@Barry O 

One thing to check is if the file format is accepted.

There are different file formats for Excel files. (e.g. .xlsx)

.xlsm means it has macros, which may not be supported.

 

Thanks Troy

 

Yes they were Macro enabled so I will try with Macros disabled and see if it works.

 

Thanks

 

Barry 

Hi Troy

I am still having issue with the file attachments of anything Excel related.

I changed the attachments to be only .xlsx and it still did not send the Excel, PDF, .msg etc all worked perfectly and I am very confused why Excel ‘did work’ and has now stopped.

I tried deleting the ZAP and then creating it again but for some reason now the new ZAP does not find any files even though I know they are there in Pipedrive.

 

 

This is the data being pulled from Pipedrive which shows the file is there in Pipedrive bit Zapier is no longer finding it. Very strange!

 

 

I am using the free version of Zapier currently so could that ne the issue?

I just wanted to check it was all working 100% before I subscribed.

Any advice is appreciated.

Thanks

 

Userlevel 7
Badge +6

Hey there @Barry O,

Thanks for all of the additional information!

I’m jumping in to see if I can help! Before we dig deeper into this, the “File Attachments” field in the Trello action step requires the file to be publicly accessible. Could you please ensure that the mapped file in the “File Attachments” field is publicly accessible?

More about sending files in Zaps here: https://help.zapier.com/hc/en-us/articles/8496288813453

Please keep us posted. Thanks! 😊

Hi Ken

I checked this out and it looks like on the Zaps that did not send the Excel correctly that the file in Data Out is missing as below:

 

files:

1:id:

123548

user_id:

13179682

log_id:

 

add_time:

2023-03-30 22:24:17

update_time:

2023-03-30 22:24:17

file_name:

4262ea4a-c932-41be-9a0f-1f01aef0fce4.xlsm

file_size:

1130290

active_flag:

true

inline_flag:

false

remote_location:

s3

remote_id:

company/10565656/user/13179682/files/4262ea4a-c932-41be-9a0f-1f01aef0fce4.xlsm

s3_bucket:

 

url:

https://app.pipedrive.com/api/v1/files/123548/download

name:

Circle K ROI Euro Displays 30032023.xlsm

description:

 

deal_id:

270

lead_id:

 

person_id:

6

org_id:

6

product_id:

 

activity_id:

 

deal_name:

xxxxxxxxx 4x P2000s Circle K PO21874

lead_name:

 

person_name:

xxxxxxxx

people_name:

xxxxxxxx

org_name:

xxxxxxxx

product_name:

 

mail_message_id:

 

mail_template_id:

 

cid:

 

file_type:

xlsm

file:

 

2:id:

123544

user_id:

13179682

log_id:

 

add_time:

2023-03-30 22:16:58

update_time:

2023-03-30 22:16:58

file_name:

2058da07-a361-4e30-8d63-666f37a5eea5.pdf

file_size:

4912

active_flag:

true

inline_flag:

false

remote_location:

s3

remote_id:

company/10565656/user/13179682/files/2058da07-a361-4e30-8d63-666f37a5eea5.pdf

s3_bucket:

 

url:

https://app.pipedrive.com/api/v1/files/123544/download

name:

Purchase Order 21874.pdf

description:

 

deal_id:

270

lead_id:

 

person_id:

6

org_id:

6

product_id:

 

activity_id:

 

deal_name:

xxxxxxxxx 4x P2000s Circle K PO21874

lead_name:

 

person_name:

xxxxxxx

people_name:

xxxxxxx

org_name:

xxxxxxx

product_name:

 

mail_message_id:

 

mail_template_id:

 

cid:

 

file_type:

pdf

file:

https://zapier-dev-files.s3.amazonaws.com/cli-platform/19446/wlCi1w3cUViq_bzXuhHE6QAX2j8LVtGa0MlyxA6Uhn1w6tsEi_F5lT6GXxtOW-PWAJNqdsX_ys72rUv2lT8y-XtAHEmkLcQu1ueBYrcQd3mszbqXiEHudChkzmn_amn5KH6SvXmQcCh3tTWbJUqjUl7F8ealg2pDeWjnEdZl7d0

On a Zap that works we get this:

 

files:

1:id:

114004

user_id:

13179693

log_id:

 

add_time:

2023-03-10 18:02:29

update_time:

2023-03-10 18:02:29

file_name:

359be8c4-4b4a-47c8-b1d0-5a15da0b989d.xlsx

file_size:

21326

active_flag:

true

inline_flag:

false

remote_location:

s3

remote_id:

company/10565656/user/13179693/files/359be8c4-4b4a-47c8-b1d0-5a15da0b989d.xlsx

s3_bucket:

 

url:

https://app.pipedrive.com/api/v1/files/114004/download

name:

FS742 Osiers SL SD 230217.xlsx

description:

 

deal_id:

238

lead_id:

 

person_id:

47

org_id:

42

product_id:

 

activity_id:

 

deal_name:

xxxxxxxxxxxxxxxxxxxx

lead_name:

 

person_name:

xxxxxxx

people_name:

xxxxxx

org_name:

xxxxxxx

product_name:

 

mail_message_id:

 

mail_template_id:

 

cid:

 

file_type:

xlsx

file:

https://zapier-dev-files.s3.amazonaws.com/cli-platform/19426/mqxzMcHsKuQCP4FFk-Yv24XZWAnfSU6-fo4iQeoKsuqthWwRdVBOqv-5sP5u805ANWPXMU4NNXl1qd_VYDI_EQCEcS_x_YMi4e61D88ld0X3VcGyLH803Z4nrfMaLf4mIPv7e8xQoPMtLU-mSwY4FJBak_vJZcP9dHvI1klGIUg

2:id:

114002

user_id:

13179693

log_id:

 

add_time:

2023-03-10 18:02:19

update_time:

2023-03-10 18:02:19

file_name:

04e3010e-93f8-41d4-a78d-5396cd509caa.xlsx

file_size:

18856

active_flag:

true

inline_flag:

false

remote_location:

s3

remote_id:

company/10565656/user/13179693/files/04e3010e-93f8-41d4-a78d-5396cd509caa.xlsx

s3_bucket:

 

url:

https://app.pipedrive.com/api/v1/files/114002/download

name:

Pump Config - P4000 Osiers ESSO.xlsx

description:

 

deal_id:

238

lead_id:

 

person_id:

47

org_id:

42

product_id:

 

activity_id:

 

deal_name:

Motor Fuel Group deal - Osiers

lead_name:

 

person_name:

Kevin Clarke

people_name:

Kevin Clarke

org_name:

Motor Fuel Group

product_name:

 

mail_message_id:

 

mail_template_id:

 

cid:

 

file_type:

xlsx

file:

https://zapier-dev-files.s3.amazonaws.com/cli-platform/19426/pN8CIwg9Q6I-ITg1sq0xHviupqbllr-QJiAm1asbuJGH0Yf8FpFe8Hy9gpo1Cr8qPRUjJL9G5gWzB8TUk-cP75YardmHSE8Jb3HCwXkxl5yCWyZy6e6_LtleKiMnn_HdgbiPG7qJw5IzT-1flqllCAKme2b8bAKcXG6OTlrrshA

 

I’m hoping this help.

Regards

 

Barry 

Userlevel 4
Badge +6

Hi @Barry O 

I'm sorry you’re still having trouble with your Zap.

Since you mentioned it worked weeks ago, can you please turn the Zap off and back on again after a minute? This will have a refresh for the Zap.

Hopefully it helps!