Upload new generated letters in CLG App to OneDrive
Tired of managing your letter files by hand? Use this integration to automatically store each newly-generated CLG App letter file in OneDrive for easy access by your team. Once this integration has been set up, all your new letters will be automatically copied to OneDrive.
Tired of managing your letter files by hand? Use this integration to automatically store each newly-generated CLG App letter file in OneDrive for easy access by your team. Once this integration has been set up, all your new letters will be automatically copied to OneDrive.
- Free forever for core features
- 14 day trial for premium features & apps
- Client Status Changed- Triggers when a client status is changed. Try It
- New Client- Triggers when a new client is created. Try It
- New Letter Generated- Triggers when a new letter is generated. Try It
- Update Lead- Triggers when a lead is updated. Try It
- Delete Lead- Triggers when a lead is deleted. Try It
- New Lead- Triggers when a new lead is created. Try It
- Update Client- Triggers when a client is updated. Try It
- First NameRequired 
- Last NameRequired 
- Full Name 
- EmailRequired 
- PhoneRequired 
- Date Of BirthRequired 
- Street Number 
- Street Name 
- State 
- City 
- ZipRequired 
- SSN 
- What Is Your Main GoalRequired 
- StatusRequired 
- Document Tracking Number 
- Client Portal Access 
 













