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Automatically Add Files in a Moxo Flow to Google Drive Using Zapier

Using Zapier, you can automatically send files uploaded in a Moxo Flow to other file repositories.  This article will guide you through the process of setting up this Zapier integration. 

In this step-by-step guide, we'll walk through setting up a Zap to automatically add files uploaded in Moxo Flow to a designated Google Drive folder.

 

Step 1: Sign Up and Log In to Zapier

If you haven't already, sign up for a Zapier account. Once you're logged in, you'll be taken to the dashboard, which is where you'll create your Zap.

Step 2: Create a New Zap

Click on the Make a Zap button located at the top left corner of the dashboard to start creating a new Zap.

 

Step 3: Set Up Moxo as the Trigger App

In the Zap editor:

  1. Search and select Moxo as the trigger app. 
  2. Select the trigger event. In this case, choose Flow Updates as the event that initiates the Zap.
  3. Follow the prompts to connect your Moxo account to Zapier. You'll need to authorize Zapier to access your Moxo data.
  4. Once your Moxo account is connected, under the trigger section, choose the Flow Template name. Every flow workspace originated from this template will be triggered. 
  5. Choose the trigger level (i.e. the step at which the file to be sent to Drive is being uploaded).
  6. Under Status, choose what status you want your zap to trigger. If left empty, it will trigger for all available status.
  7. Test your Trigger.




Step 4: Set Up Action - Google Drive

  1. Next, select Google Drive as the Action App.
  2. Choose Upload File as the action event for Google Drive.
  3. Connect your Google Drive account, and follow the authorization steps if it's your first time integrating Google Drive with Zapier.
  4. Choose your drive name under the Drive option. Then select the exact folder location within the Drive.
  5. Under File option, choose the Moxo field Step Attached Item File.
  6. You can also optionally give a name to the file under which the file will be saved in the Drive folder. If you don't specify a name, the file will be created with the default name.



Step 5: Name and Activate Your Zap

  1. Give your Zap a name that clearly describes its function, making it easier to identify in your Zapier dashboard.
  2. Activate your Zap. Once activated, your Zap will run automatically in the background based on the triggers and actions you've set up.


Step 6: Monitor and Troubleshoot

Regularly check the Zap's activity log in Zapier to ensure that files from Moxo Flow are consistently being added to your Google Drive folder as expected. If you encounter any issues or unexpected behavior, revisit the Zap settings to make adjustments and troubleshoot the problem.


Conclusion

By setting up this Zap using Zapier, you've automated the process of adding files uploaded in Moxo Flow to a specific folder in Google Drive. This automation can significantly enhance productivity by eliminating the need for manual file transfers and ensuring that your documents are efficiently organized across platforms.