Google Drive + LegitFit
Create folders in Google Drive for new clients in LegitFit
Ensure a swift and efficient client onboarding process with this LegitFit and Google Drive workflow. When a new client is added in LegitFit, a corresponding folder is instantly created in your Google Drive. This seamless integration not only optimizes your organization but allows you to keep crucial client-related documents in one secure place, improving your overall client management system.
Ensure a swift and efficient client onboarding process with this LegitFit and Google Drive workflow. When a new client is added in LegitFit, a corresponding folder is instantly created in your Google Drive. This seamless integration not only optimizes your organization but allows you to keep crucial client-related documents in one secure place, improving your overall client management system.
- When this happens...New Client
Triggers when a new new user has connected with you on LegitFit OR you add them as a connection.
- 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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