Client Dispute Manager + Google Drive
Create folders in Google Drive for new customers in Client Dispute Manager
Organize your customer information effectively with this workflow. When you add a new customer in your Client Dispute Manager, it prompts the creation of a dedicated folder in Google Drive. This seamless process ensures each customer's data is sorted and easily accessible, reducing manual effort and enhancing productivity.
Organize your customer information effectively with this workflow. When you add a new customer in your Client Dispute Manager, it prompts the creation of a dedicated folder in Google Drive. This seamless process ensures each customer's data is sorted and easily accessible, reducing manual effort and enhancing productivity.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
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Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
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