How to find or create folders and upload files in Google Drive when new files are uploaded for a company in Copilot
This Zap will allow you to automate file syncing from Copilot company file channels to Google Drive. This Zap will work best if you have folders for each company name that exactly match the company name in Copilot. You can also create new folders using the company name instead. 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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72 steps
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6 minutes
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating your Zap.
2
Click the "Search…" field.
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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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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"
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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 "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.