Create new folders in Microsoft SharePoint for new or updated opportunities in Capsule CRM
Improve your efficiency in managing new or updated opportunities in Capsule CRM by utilizing this handy workflow. It helps in creating a corresponding folder in Microsoft SharePoint whenever an opportunity is updated or added in Capsule CRM. This automation ensures that all your relevant documents are neatly organized in Microsoft SharePoint, expediting your CRM processes.
Improve your efficiency in managing new or updated opportunities in Capsule CRM by utilizing this handy workflow. It helps in creating a corresponding folder in Microsoft SharePoint whenever an opportunity is updated or added in Capsule CRM. This automation ensures that all your relevant documents are neatly organized in Microsoft SharePoint, expediting your CRM processes.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Folder
List all folders on a site
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