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Question

File attachment issue: Cognito Forms to Pipedrive deals - attached file cannot be viewed

  • 21 April 2023
  • 13 replies
  • 124 views
medzkipz
Userlevel 1

I am creating a zap to get the file attachments in the Cognito Form Entry to be attached to a Pipedrive deal. I used New Entry in Cognito Forms as a trigger then step 2 is to find the deal to attach the file to  and step 3 is Attach a file to Pipedrive. I was able to attach the file however, it t cannot be viewed.

13 replies

jayeshkumarbhatia
Userlevel 6
Badge +6

Hey @medzkipz ,

 

Can you please share a screenshot of how did you configure the action of uploading file on Pipedrive?

medzkipz
Userlevel 1

 

medzkipz
Userlevel 1

This is how it looks in Pipedrive

 

 

medzkipz
Userlevel 1

@jayeshkumarbhatia 

jayeshkumarbhatia
Userlevel 6
Badge +6

Hey @medzkipz ,

 

Can you copy test data of Trigger event and share here in text format?

medzkipz
Userlevel 1

@jayeshkumarbhatia Here:

 

Form

Id

1

InternalName

UtilityBillRequest

Name

Utility Bill Request

$version

8

$etag

W/"datetime'2023-04-21T08%3A18%3A28.641074Z'"

RecentBill

1

https://www.cognitoforms.com/fa/By9q75zD_k28Y22Rvqsq2Q?token=OyA3Xr5cSg8R5EO5bGKInNIYty2FH7X5SOxBFyu5hnr28JxrRVf90IOKsZ-K0x77u015xnwomU21PoaNhuSPNw$$

Name

First

Melody

FirstAndLast

Melody Test

Last

Test

Middle

null

MiddleInitial

null

Prefix

null

Suffix

null

SteetAddress11SolarSt

City

null

CityStatePostalCode

Country

United States

CountryCode

US

FullAddress

11 Flintlock Rd

FullInternationalAddress

11 Flintlock Rd, United States

Latitude

null

Line1

11 Flintlock Rd

Line2

null

Line3

null

Longitude

null

PostalCode

null

State

null

StreetAddress

11 Flintlock Rd

Type

Home

ZipCode01822

City

null

CityStatePostalCode

02067

Country

United States

CountryCode

US

FullAddress

02067

FullInternationalAddress

02067, United States

Latitude

null

Line1

null

Line2

null

Line3

null

Longitude

null

PostalCode

02067

State

null

StreetAddress

Type

Home

Entry

AdminLink

https://www.cognitoforms.com/D2HSolar/1/entries/1

DateCreated

2023-04-21T08:18:28.522Z

DateSubmitted

2023-04-21T08:18:28.522Z

DateUpdated

2023-04-21T08:18:28.522Z

Number

1

Timestamp

2023-04-21T08:18:28.522Z

User

null

Action

null

Role

null

Status

Submitted

Document1

https://www.cognitoforms.com/d/By9q75zD_k28Y22Rvqsq2Q?code=S_CD6iUCQnq3wSKB49vArz6oKb3rzpL7kbIJp5B0_rw$

Document2

https://www.cognitoforms.com/d/By9q75zD_k28Y22Rvqsq2Q?code=gzbVVj1yfJ7MawGE-OaHDkZWu064jX1QNzGc6H1NSjQ$

Id

1-1

medzkipz
Userlevel 1

@jayeshkumarbhatia The value that I’m using for the file field in step 3 is this:

 

RecentBill

1

https://www.cognitoforms.com/fa/By9q75zD_k28Y22Rvqsq2Q?token=OyA3Xr5cSg8R5EO5bGKInNIYty2FH7X5SOxBFyu5hnr28JxrRVf90IOKsZ-K0x77u015xnwomU21PoaNhuSPNw$$

jayeshkumarbhatia
Userlevel 6
Badge +6

Everything looks good on your end. Can you please tell me what issue are you facing? Also in which format will your user upload attachment?

medzkipz
Userlevel 1

@jayeshkumarbhatia The users can upload files in Cognito form file upload field in jpeg, jpg, png, pdf, gif and svg formats. 

The attached file in Pipedrive is not readable. I tried downloading the file from Pipedrive the file type became “File”

medzkipz
Userlevel 1

@jayeshkumarbhatia Here is the file attached to Pipedrive from the zap.

 

 

jayeshkumarbhatia
Userlevel 6
Badge +6

Hey, Can you try doing this?

 

Edit your Zap, add .pdf next to recent bill just like below

 

 

Now in your Cognito form upload a pdf in attachment.

 

Let me know how it goes.

R

Hi @jayeshkumarbhatia. I’m having the same issue with @medzkipz. I did try to follow your suggestion of putting “.pdf” but it doesn’t wok (see attached). I’m getting this error (see attached). Can you take a look at this issue? I know it’s been 8 months since your last reply. Thanks!

2 Attachments
ken.a
Userlevel 7
Badge +6

Hi friends,

I did some digging into our notes regarding the attached file in the New Entry trigger in Cognito Forms.

Uploaded Files can be sent through to other systems if the you are on a paid plan in Cognito Forms. If the you’re on a paid plan and not seeing the Files correctly, they should contact Cognito Forms via their Support Request Form (https://www.cognitoforms.com/supportrequest/).

Hopefully, this helps!

Reply


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