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Email Attachment to a Specific One Drive Folder

AEIILLC

Member
I want to use the email parser to take attachments from the email and save them into a specific one drive folder.

I have one drive folders set up for all clients. At month end they get vendor payable statements.

I have set up a client friendly email that forwards to the pabbly unique email ... no problems ...

I cannot see how to get it to save in a specific folder we have set up for our clients ...

The activity I am able to connect to one drive and a drop down lists the main folder, but it does not give me the option to
drill down to the specific folder I want ?
It also requires a file name ... and I just what the file name to be whatever the vendor called it as an attachment.
 

Himesh

Active member
Hello @AEIILLC Please refer this video :-
and if you are unable to see folder name in the list just turn on the map button and copy the folder Id from one Drive URL.

If you are still not able to solve this on your own feel free to DM me and we can do a free zoom call. FYI I'm not from Pabbly Connect team, just a freelancer who helps other Pabbly users.
I want to use the email parser to take attachments from the email and save them into a specific one drive folder.

I have one drive folders set up for all clients. At month end they get vendor payable statements.

I have set up a client friendly email that forwards to the pabbly unique email ... no problems ...

I cannot see how to get it to save in a specific folder we have set up for our clients ...

The activity I am able to connect to one drive and a drop down lists the main folder, but it does not give me the option to
drill down to the specific folder I want ?
It also requires a file name ... and I just what the file name to be whatever the vendor called it as an attachment.
 

AEIILLC

Member
Himesh
I have tried to follow the video with no luck.
Yes, I would like to connect to see if this can be done ...
Once I see the process from an email attachment, I think I can replicate it for other clients.
You can text me at: 13172900611
Thank You
 

ArshilAhmad

Moderator
Staff member
Could you please share a screenshot of the folder in your OneDrive account that isn't being listed? Also, try using the 'Find Folder' action to see if it provides the folder ID for the unlisted folder. You can then enter this folder ID in the 'Upload File' action step.
1731446896353.png
 

Himesh

Active member
Himesh
I have tried to follow the video with no luck.
Yes, I would like to connect to see if this can be done ...
Once I see the process from an email attachment, I think I can replicate it for other clients.
You can text me at: 13172900611
Thank You
Left you a Whatsapp on this number.
 

AEIILLC

Member
Well, I obviously do not understand the process of creating the workflow or see how this will work.
It seems to me like it will not do what I am expecting ...

This is what I want it to do ...
Email comes in with an attachment (will be a randomly named pdf) ...
- I have set up this part and the email parser does show it sees the attachment.
- The name of this attachment will be different every time, so it can't just look for a specific file name.

I have tried Find Folder and it seems to now find it (see image), but then what is next ?
The folder is multi-levels down in a file structure ... (see image)

When I select Upload a File, this is where it looks very confusing ...
- Select Map and entered the Folder IS from the URL
- Asking for previous step
- Asking for a File Name
- Asking for a URL

See Attached
Find Folder.png
Online Test Folder.png



Upload File.png
 

ArshilAhmad

Moderator
Staff member
We have added a Text Formatter to your workflow to automatically extract the file name and mapped it to the 'Upload File' action step. We have also mapped the File URL in the same step. Please receive a new email attachment at the email address connected in the trigger step and check if it gets uploaded to OneDrive.
1731525806877.png
 

AEIILLC

Member
Thank You !
I can see the issue was I didn't think to break down the processes down that detailed ...
Is there a way to duplicate a complete workflow and I just make the minor changes needed ?
 

AEIILLC

Member
I also found the "Clone" option, but I again don't know how to make this work ...
Once I cloned it, the email cannot be changed ?
I need to have another unique email or how can another client's attachments be directed to their one drive folder ?

I then just started a new workflow and the same email appears ?
 

ArshilAhmad

Moderator
Staff member
Cloned workflow have different email addresses. They may look the same at first glance, but there are minor differences.
1731611970252.png


1731611996804.png


After cloning your workflow, you will need to set up the Email Parser trigger step again to connect it to an email inbox and capture the new email attachment in your trigger step.
 

usman

Member
or if you have the email ids of the expected senders you can create a router step before the one drive step to route based on the sender email to that particular folder. I dont mind helping you with this step if you need. Again i am just another enthu user of pabbly connect willing to help.
 
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