Create new Google Drive folders for each newly created client in Moxie
Manage your digital paperwork seamlessly with this integration between the Moxie and Google Drive apps. Whenever a new client is added in Moxie, a dedicated folder is created in Google Drive. This facilitates automatic organization of files and documents for each client, enhancing efficiency and productivity. Take control of your data management with this smart workflow.
Manage your digital paperwork seamlessly with this integration between the Moxie and Google Drive apps. Whenever a new client is added in Moxie, a dedicated folder is created in Google Drive. This facilitates automatic organization of files and documents for each client, enhancing efficiency and productivity. Take control of your data management with this smart workflow.
- When this happens...Client Created
Triggers when a new client is created in Hectic.
- 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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Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItAgreement Viewed
Triggers when a user views the proposal.
Try ItClient Deleted
Triggers when a client record is deleted in Hectic.
Try ItDeliverable Created
Triggered when a Project Task / Deliverable is created
Try It
Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItClient Created
Triggers when a new client is created in Hectic.
Try ItClient Updated
Triggers when a client record is updated in Hectic.
Try ItDeliverable Deleted
Triggered when a Deliverable / Project Task is deleted
Try It