Copilot + Google Drive
Create new Google Drive folders for newly created clients in Copilot
Stay organized effortlessly with this smart workflow. Any time a new client is added in your Copilot application, a corresponding folder is immediately created in your Google Drive. This eliminates the need for manual data entry and keeps all your files orderly and easy to find. Manage your client information more efficiently and have quicker access to your resources with this streamlined process.
Stay organized effortlessly with this smart workflow. Any time a new client is added in your Copilot application, a corresponding folder is immediately created in your Google Drive. This eliminates the need for manual data entry and keeps all your files orderly and easy to find. Manage your client information more efficiently and have quicker access to your resources with this streamlined process.
- When this happens...Client Created
Triggers when a new client 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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Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItClient Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItClient Updated
High-frequency trigger for each client user update.
Try ItList Companies
Lists the companies.
Try It
