Zap to download documents to G Drive | Feature Requests

Zap to download documents to G Drive

Sabrina St. Peter

I would love to see a Zap that allows us to have documents a client sends automatically downloaded to their specific folder. Even more amazing would be to be able to get granular by question and direct it to a specific sub-folder.

July 12, 2023

Jens Peterson

I would also like to see Zaiper access to files clients upload, such as if its a response to a non transaction question(ie..client uploads Credit card statement, etc..) or a general file upload, a transaction question, receipts...  so we can then send them where we need them, Google Drive, Document Parsing app, etc...
Easy Trigger Example-
Trigger: New File Upload in selected source.
ie.. When File Source = (Non Transaction Question or Transaction Question or General Upload File Portal Area or Receipt)
Then If the various human readable key/value fields linked with the file are also sent to Zapier for each trigger then we can filter and direct the files in Zapier.
Zapier filter step: When (Filename, Tag, Subject, Question, etc...) (Contains, Matches, Starts with, Ends with, Less than, Greater than, etc..) _______
Having these data fields available when coming into Zapier would allow all kinds of functionality, including automating which Google Drive folder, document parser, person, task, etc.. to send the file to.