Client Dispute Manager + Google Drive
Create folders in Google Drive for every updated status change in Client Dispute Manager
Organize your client disputes more efficiently with this streamlined workflow. When a status change occurs within your Client Dispute Manager, a corresponding folder is created in your Google Drive, helping you keep track of all necessary documentation and progress. With this automation, you can save time and focus more on resolving client issues instead of managing files.
Organize your client disputes more efficiently with this streamlined workflow. When a status change occurs within your Client Dispute Manager, a corresponding folder is created in your Google Drive, helping you keep track of all necessary documentation and progress. With this automation, you can save time and focus more on resolving client issues instead of managing files.
- When this happens...Status Change
This triggers happens when you change the status of a customer in the customer screen. You can go from active all the way to archive or vice versa.
- 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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