Hi community, I’m trying to automatically pull Files uploaded to Salesforce into an Airtable record.
Currently, I’m using Zapier to create a record in Airtable every time a Salesforce opportunity moves to Closed Won. When this happens, I have some automation in Salesforce that checks a box on the Opportunity Products which prompts Zapier to create a new Airtable record for each Opportunity Product.
The one thing I can’t figure out how to pull in automatically is attachments. We attach the contract to the Salesforce opportunity, and I’d like this to pull into Airtable and attach to the relevant Opportunity Products.
Has anyone had luck automatically attaching files using Zapier, Tray.io, or another tool? Thank you!