How to find or create folders and files in OneDrive when new files are uploaded for a client in Copilot
This Zap will allow you to automate file syncing from Copilot company file channels to OneDrive. 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. You can also create new folders using the client's email address instead.
Véronique Cadet
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53 steps
|
4 minutes
Copilot
Onedrive
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click "Trigger"
3
Click here
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "File Created"
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Add or Select your Copilot Account
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Click Continue then Click Test Step
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Click here
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Type "Copilot"
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Click "Copilot"
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Click the "*EventRequired" field.
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Click "Find a File Channel"
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Click here.
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Click "Channel ID"
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Click "Choose value…"
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Click "individual"
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Click "Skip Test"
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Click this icon to Add a step