Create folders in ShareFile for new completed forms in GoFormz
Streamline your document organization by connecting GoFormz and ShareFile with this efficient workflow. Once a form is completed in GoFormz, a new folder will be created in ShareFile, keeping your files organized and easily accessible. Save time and improve productivity with this simple and seamless automation.
Streamline your document organization by connecting GoFormz and ShareFile with this efficient workflow. Once a form is completed in GoFormz, a new folder will be created in ShareFile, keeping your files organized and easily accessible. Save time and improve productivity with this simple and seamless automation.
- When this happens...Form Completed
Triggers on form complete.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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TemplateRequired
Try ItNew Client
Triggers when a new client is created.
Try ItFolderRequired
DescriptionRequired
Note NameRequired
Parent FolderRequired
NameRequired
Description
TemplateRequired
Form NameRequired
User Email
User Group
Run Calculations
FolderRequired
Try ItFolderRequired
URL NameRequired
UrlRequired
Description
EmailRequired
First NameRequired
Last NameRequired
Company
PasswordRequired
Can Reset PasswordRequired
Can View SettingsRequired