Create folders in Google Drive for new clients in Moxie
Kickstart a new customer relationship with a well-organised workflow. Whenever a new client is added in Moxie, this automation creates a corresponding folder in Google Drive. This way, you can keep your client's documents organized and easily accessible, saving you from manual work and a potential mix-up.
- When this happens...Client CreatedTriggers when a new client is created in Moxie.
- automatically do this!Create FolderTriggers when a new folder is added directly to a specific folder (but not its subfolders).
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More things you can do with Moxie and Google Drive
Discover other triggers and actions you can use with Moxie and Google Drive
- Agreement Sent
Triggers when a proposal is sent either via link or email.
Try ItTriggerInstant - Agreement Viewed
Triggers when a user views the proposal.
Try ItTriggerInstant - Client Deleted
Triggers when a client record is deleted in Moxie.
Try ItTriggerInstant - Task Created
Triggered when a Project Task is created
Try ItTriggerInstant
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
Try ItTriggerInstant - Client Created
Triggers when a new client is created in Moxie.
Try ItTriggerInstant - Client Updated
Triggers when a client record is updated in Moxie.
Try ItTriggerInstant - Task Deleted
Triggered when a Project Task is deleted
Try ItTriggerInstant
Related Zap Templates
- Create new Google Drive folders when agreements are signed in Moxie
- Upload files to Google Drive when new forms are completed in Moxie
- Create pins in Pinterest for new files in your Google Drive folder
- Create folders in Google Drive for new projects in Moxie
- Create folders in Google Drive for every new signed proposal in Moxie







