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Send files in Zaps

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Files are things like images or documents that are included in your Zap. When we reference files on Zapier, we mean the actual file object, and not a text field describing the file. For example, a file would be a photo itself, while a field describing that file might be the name of or URL for that photo.

This tutorial will teach you how to send a file through to another app with an action.


1. Identify if your action allows for files

You can only use files in an action if the action app will accept a file object. You can identify this because those fields contain a document icon. If you see that icon, you know you can use a file in that field.

Here, you can see the document icon that indicates that the action allows for files.


2. Place a file in the action

Files

When the action of your zap involves creating or copying a file object, find the file field. They are usually identified as File or Attachment.

Example as to how to pull a file from the previous step into a file field

URL

If you insert a URL, Zapier will inspect the URL and try to load in the data there and name it properly.

Example as to how to map out a URL field into a file field

Text

You can also include regular text from the trigger. This will result in a text file being created with the data from those fields.

Example as to how to include regular text input into the file field

Heads Up

Sending text values may result in an error for some apps as not every app will accept a text input in a file field.

Once you’ve set your action up you’re ready to continue setting up the rest of your Zap, whether that’s setting up your action, or adding a search step.


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