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:
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.
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