Skip to main content
Best answer

Unable to attach SharePoint files to associated Salesforce record


I am trying to setup a Zap to take files from Sharepoint and move them to the associated Salesforce record.  

 

I am on the final step and am not sure how to get the actual file attached.  When I select File and pull from my first Sharepoint step, it says “File (Exists but not shown)”.

 

Is there a way to get the actual file to attach?  I know I can use the linking URL, but this is going to be a spreadsheet file that has macros, so I want to attach the actual XLMS file.

 

Best answer by pranayshinde

kate_at_acc wrote:

When I try this I get an error message on my test:

Could not add File to Record.: ContentDocument ID: id value of incorrect type: https://zapier-dev-files.s3.amazonaws.com/cli-platform/etcetcetc

The last part there, I just removed the rest of the URL.  But when I click on the URL it downloads the document XLSM file to my computer.  

A screenshot might make me easier to see your workflow, have you tried the "Create Attachment" action?

View original
Did this topic help you find an answer to your question?

5 replies

Forum|alt.badge.img+3

If possible, mention your actions and triggers.

Ensure the file in SharePoint is accessible and downloadable. If the file is restricted or requires special permissions, Zapier may not be able to retrieve it

Use the "New or Updated File" trigger in SharePoint to ensure the file is captured correctly

In Salesforce, use the "Add File to Record" action to attach the file to the associated record (e.g., Lead, Contact, or Deal)

When mapping the file from SharePoint to Salesforce, ensure you select the actual file (not just the URL). If the file is not shown, it may indicate an issue with how the file is being retrieved or passed through the Zap.


  • Author
  • New
  • 2 replies
  • January 15, 2025

When I try this I get an error message on my test:

Could not add File to Record.: ContentDocument ID: id value of incorrect type: https://zapier-dev-files.s3.amazonaws.com/cli-platform/etcetcetc

The last part there, I just removed the rest of the URL.  But when I click on the URL it downloads the document XLSM file to my computer.  


Forum|alt.badge.img+3
  • New
  • 76 replies
  • Answer
  • January 15, 2025
kate_at_acc wrote:

When I try this I get an error message on my test:

Could not add File to Record.: ContentDocument ID: id value of incorrect type: https://zapier-dev-files.s3.amazonaws.com/cli-platform/etcetcetc

The last part there, I just removed the rest of the URL.  But when I click on the URL it downloads the document XLSM file to my computer.  

A screenshot might make me easier to see your workflow, have you tried the "Create Attachment" action?


  • Author
  • New
  • 2 replies
  • January 15, 2025

Ah, send attachment worked!  Thank you!

Attached is a screenshot of the steps I ended up using, in case it’s helpful for anyone else.

 


ken.a
Forum|alt.badge.img+6
  • Zapier Staff
  • 6252 replies
  • January 16, 2025

That’s awesome ​@kate_at_acc! A huge thanks to ​@pranayshinde for lending a hand here!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗