Google Drive + Insightly
Create new Google Drive folders when fields on Insightly records are updated
This workflow initiates when there's an updated field on a record in Insightly, leading to the creation of a new folder in Google Drive. It provides an efficient solution to keep your Google Drive organized according to the changes in Insightly, saving you the hassle of manual updates. Enhance your productivity and stay on top of your data changes in a streamlined manner.
This workflow initiates when there's an updated field on a record in Insightly, leading to the creation of a new folder in Google Drive. It provides an efficient solution to keep your Google Drive organized according to the changes in Insightly, saving you the hassle of manual updates. Enhance your productivity and stay on top of your data changes in a streamlined manner.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
- 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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