Upload files from Cognito forms to sharepoint document library

Hi ​@Kim_M 

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

You can add Paths to handle each file field from the form: https://zapier.com/apps/paths/integrations#help

If you need more help, post screenshots showing how your Zap steps are outlined and configured in the CONFIGURE tab while in EDIT mode so we can see the field mappings and field types.

The issues I’m running into is the cognito form trigger only has URLs for the files uploaded, not the actual files. I tried to open one of the URLs and it does not pull up the file.

​@Kim_M 

For us to have context about what you are referring to related to the files from Cognito Form fields, post screenshots showing the DATA OUT from Zap step 1 related to the file urls.

Here’s a screenshot of the data out - uploaded files section. 

​@Kim_M 

It looks like each Cognito Forms file field can accept 0+ files.

That means logic needs to be configured to do loop iterations.

Looping Zap app can be used to iterate thru the files.

Help: https://zapier.com/apps/looping/integrations#help

Only 1 Looping Zap app can be added in a Zap, so an advanced approach would be need to configure the logic to properly prep and process each of the 5 different file fields on the Cognito Form.

Things to check/try:

• The file links may be temporary and expire after a short time, so make sure to test with a fresh/current Zap trigger example form submission
• 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/).

If you need to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

Hey ​@Kim_M,

I think it’s because the URL you are getting from Cognito New Entry trigger may not be publicly accessible link. You can try adding Get Entry action after the trigger to see if it can give you more usable file data. Otherwise the workaround will be to query the Cognito API using API request action. See more about it here-https://www.cognitoforms.com/support/476/data-integration/cognito-forms-api/rest-api-reference#tag/entries/GET/forms/{formId}/entries/{entryId}/files/{fileId}
 

Here is a helpful article about API request action in Zapier- https://help.zapier.com/hc/en-us/articles/12899607716493-Create-an-API-Request-action. I know it can get a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

I was able to work with Cognito forms on how to access the files. I got as far as uploading the files but I need them categorized and can’t find the sharepoint item ID from the upload file step to then update the file properties.