How to use Zapier to create folders and files from Google Drive in Copilot company file channels when companies are created in Copilot
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85 steps |
4 minutes
1
Navigate to your Zapier account and click + Create to create a new Zap.
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Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the Event field.
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Type "Company" to filter for the Company Created trigger.
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Click "Company Created"
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Click "Continue"
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Click "Choose"
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Choose your connected Copilot, or click "+ Connect a new account". If you're connecting a new account, enter your API key in the Zapier authentication window. You can create an API key in Settings > API in the Copilot admin dashboard.
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Once your account is connected, click "Continue"
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Click "Test trigger"
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Click "Continue"
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Click the "+" icon to add a new step.
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Click the "Search…" field.
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Type "Copilot"
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Click "Copilot"
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Click the Event field.
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Type "Find a File Channel" to filter for the Find a File Channel action.