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Clientjoy + Google Drive

Create Google Drive folders when new Clientjoy proposals are accepted

Streamline your administrative tasks with this sleek workflow. Whenever a proposal is accepted in Clientjoy, a corresponding folder will be immediately created in your Google Drive. No more manual data entry or forgetting to organize your files - this automation ensures each successful proposal has its dedicated space for necessary documents. Ratify proposals and maintain an orderly drive, all in one fluid process.

Streamline your administrative tasks with this sleek workflow. Whenever a proposal is accepted in Clientjoy, a corresponding folder will be immediately created in your Google Drive. No more manual data entry or forgetting to organize your files - this automation ensures each successful proposal has its dedicated space for necessary documents. Ratify proposals and maintain an orderly drive, all in one fluid process.

  1. When this happens...
    ClientjoyClientjoy
    Proposal Is Accepted

    Triggers when the Proposal is accepted

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Create Folder

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

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    • WorkspaceRequired

    • StageRequired

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    • WorkspaceRequired

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    • WorkspaceRequired

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    • WorkspaceRequired

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    • In which workspace you need to add the Customer?Required

    Trigger
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    • In which workspace you need to add the Lead?Required

    Trigger
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    • WorkspaceRequired

    Trigger
    Instant
    Try It
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About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.
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Related categories

  • CRM (Customer Relationship Management)

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google-drive logo
google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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