How to use Zapier to create folders and files from Google Drive in Copilot client file channels when clients are created in Copilot
Allene Norton
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72 steps
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3 minutes
Zapier
1
Navigate to your Zapier dashboard and click + Create to start creating a new Zap.
2
Click the "Search…" field.
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Type "Copilot"
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Click here.
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Click the "Event" field.
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Click "Client Created"
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Click "Continue"
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Choose 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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In the next step, search for and select the "Copilot" app.
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Click the "Event" field.
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Start typing "find a file channel" to filter for the Find a File Channel Step.
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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 "Choose value…"
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Click here.
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Click here.