Upload document to file channel using zapier

I am trying to create folders in specific company files app via Zapier (using a public acessible form for non clients to upload documents to) I am struggling with automating the steps - I have added a search function to find the company ID, but am unable to get the correct file path, or the correct ID.

I need to be able to autopopulate files app for certain clients to make this system work, but currently am unable to get Zapier to grab the correct data from CoPilot in the search / create new folder step.

Or… is there a way to create a zap where files uploaded to DropBox / GoogleDrive, or OneDrive are then uploaded to a specific client folder?

Or… is there a way to allow a form within the CoPilot App to be accessible to anyone with the link - which then sends file uploads to a specific client? Feels like there are alot of shortcomings for the cost of this system?

Hi @ESS_Consultants! Thanks for reaching out! I am sorry you are having issues with your Zapier automation. Can you please give me an outline and the steps of your current zap? If you prefer to provide a screenshot, you can email us at support@copilot.app. Once I have this information, I will be able to guide you with the automation. Please let me know when you can. Thank you! :grinning_face:

Also, I have instructions on how to add a file added in Google Drive to a client’s file channel. The only thing is for step 52 you would have to define the specific folder path you want to add the file to. You can find the instructions here. Please let me know if you have any questions. I am here to help! :grinning_face: