Converting URL to File upload?

Platform discussions
, , ,
1

Hi there,
We’ve set up an automation (via Zapier) so that when a form is completed (on Jotform), the PDF version is uploaded as a URL on a Monday Board.
We ultimately then then to

  1. download the file
  2. Rename it (to the ‘item name’)
  3. Upload it to another bit of software (SimPro)
  4. Update the status in Monday once this is done.

I’m wondering if there’s a way to do steps 1 and 2 within Monday?

Thanks,
Katie

2

Hi @KatieB !

You can manually download the file from the Files column in Monday.com and then rename it, but to have ti automatically be done that would need to be done through Zapier upon the submission.

3

Hello,
Automating File Management Within Monday
Understanding the Challenge:
You’re looking to streamline the process of downloading and renaming PDFs from Jotform within Monday com, before uploading them to SimPro.
Potential Solutions:

  1. Custom Integration:
  • If you have development resources, consider building a custom integration to handle the file management directly within Monday com. This would involve using Monday’s API to interact with the platform and perform the necessary file operations.
  1. Third-Party Integration:
  • Explore third-party platforms or tools that integrate with Monday com and offer file management capabilities. Some platforms might provide features for downloading, renaming, and uploading files.
  1. Automation Tools:
  • Utilize automation tools like Zapier or Make (formerly Integromat) to create more complex workflows. These platforms often offer file handling capabilities that can be combined with your existing automation.

By exploring these options and carefully considering the specific requirements of your workflow, you can optimize the file management process within your Monday com setup.

Would you like to provide more details about the file size, format, and any specific limitations of your Monday com or SimPro accounts? This information could help in recommending the most suitable solution.