How do I sync new files added to Copilot to Dropbox folders based on my companies? (Advanced)

Allene Norton
Allene Norton
  • Updated

See a step by step example here.

 

This Zap requires you have existing folders in Dropbox for each company that exactly match the company name in Copilot.

If your don't already have folders based on client email addresses, replace the last 2 Zapier steps in the guide above with the steps listed here to create new folders.

 

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.

Was this article helpful?

Have more questions? Submit a request