Google Drive + Insightly
Create folders in Google Drive for every new record in Insightly
Easily track your new Insightly records by setting up an automatic system to create folders on your Google Drive. As soon as a new record appears in Insightly, a corresponding folder will be created in Google Drive. This workflow ensures you maintain an organized file system, making it efficient to find important information related to your new records.
Easily track your new Insightly records by setting up an automatic system to create folders on your Google Drive. As soon as a new record appears in Insightly, a corresponding folder will be created in Google Drive. This workflow ensures you maintain an organized file system, making it efficient to find important information related to your new records.
- When this happens...New Record
Triggers when a new record 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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