How to find folders and create files in Dropbox when new files are uploaded for a client in Copilot
This Zap will allow you to automate file syncing between Copilot and Dropbox. This Zap is for finding existing folders and not folder creation. This Zap will work best if you have folders for each client's email address that exactly match the client's email address in Copilot. This Zap has some steps that will error due to sample data, but if you follow this guide, you can test your Zap to see that it will run after publishing.
Allene Norton
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73 steps
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5 minutes
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
3
Type "Copilot"
4
Click "Copilot"
5
Click the "*EventRequired" field.
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Click "File Created"
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Click "Continue"
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Click "Choose" to select your connected Copilot account, or connect a new one.
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Click "Continue"
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Click "Test trigger"
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Click "Continue"
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Type "Copilot"
13
Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a File Channel"
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Click "Continue"
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Click "Continue"
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Click here.
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Click "Channel ID"
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Click "Choose value…" under Membership Type.