1.Watches updated report files
Integrate Google Drive and reporting folder rules to watch for updated files and return file metadata for each lead report.
Send updated lead report to partner reporting contacts
Automatically monitor updated report files across Google Drive and send refreshed lead report attachments via Gmail. Send email when configured report files update or qualifyβso partners can review, campaign owners can act, and you avoid manual distribution.
How this automation protects partner reporting from delays
When a lead report file updates in your folder, delays can stall partner decisions and campaign execution. This automation watches for updated files, filters qualifying reports, and sends emails with attachmentsβso your partners get fresh leads fast.
Google Driveor swap with your favorite app
2.Filters qualifying report files
Integrate Filter by Zapier and file matching rules to continue only when the updated report matches the configured pattern or type.
Filter by Zapieror swap with your favorite app
3.Sends lead report email
Integrate Gmail and email attachment mapping to send the updated report as an attachment, with subject and body from file fields.
Gmailor swap with your favorite app
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