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I have a simple Zap where I’d like when a File is uploaded to an opportunity in Salesforce, that file then also gets uploaded to a Google drive. In my Zap however, I don’t see the option to reference the file URL or otherwise tell Google drive which file to upload. Am I missing something? If that is not supported in this Zap action then the action seems kind of pointless.

 

Alternatively, I can trigger on when a new record is created for “Content Document”, but if I do that, I cannot get the parent info (all I want is the opportunity name).

 

Any guidance is appreciated, thank you.

Hey ​@zap-ss-ad,

Can you post the Data Out from Salesforce trigger to see in which format file is there? If the trigger is not giving you the details to pass the file to google drive. You can try to use Get Record Attachments to get the files-

 

Hope it helps!

Hi ​@zap-ss-ad 

Help links for using files in Zaps: https://help.zapier.com/hc/en-us/articles/8496288813453

I am not seeing the “File” field on the output data.

I feel like the salesforce action “New or Updated File on Record” is broken/bugged if you cannot reference the file that fired the trigger.

The workaround seems to be to use a Find Record action after the initial trigger to find the content document that triggered the Zap, then use that since the file field does exist there. Still seems broken since you need an extra Zap.

 

Hey there ​@zap-ss-ad 👋

Just came across this and spotted we’ve got a feature request open for the New or Updated File on Record trigger to return a file object. That would allow you to pass the file from that Salesforce trigger over to Google Drive so I went ahead and added your vote to that. I can’t make any promises around when or if that functionality will be added to the Salesforce app but we’ll notify you by email as once it is.

I’m so glad you were able to find the file using a Find Record action. I know it’s not the most ideal solution since it would involve using an extra task but hopefully it’ll help to automate the process for now. 🤞

I’ll keep you posted on any updates to the status of that feature request here. Please let me know if there’s anything else I can help with in the meantime.

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