Create folders in Google Drive for new clients in Credit Repair Cloud
Organize your new Credit Repair Cloud clients by instantly creating dedicated folders for them in Google Drive. This workflow is activated when a new client is added in Credit Repair Cloud and proceeds to create a folder for them in Google Drive. Save time and boost productivity with this seamless integration, keeping your documentation well-structured and easily accessible.
Organize your new Credit Repair Cloud clients by instantly creating dedicated folders for them in Google Drive. This workflow is activated when a new client is added in Credit Repair Cloud and proceeds to create a folder for them in Google Drive. Save time and boost productivity with this seamless integration, keeping your documentation well-structured and easily accessible.
- When this happens...New Client
Triggered when you add a new client.
- 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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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address