Google Drive + Perfex CRM
Create Google Drive folders for new Perfex CRM invoices to keep them organized
Organize your financial documents efficiently with this workflow between Perfex CRM and Google Drive. Whenever a new invoice is created in Perfex CRM, a corresponding folder will be generated in Google Drive. This automation helps you maintain a systematic record of your invoices, saving time and streamlining your document management process.
Organize your financial documents efficiently with this workflow between Perfex CRM and Google Drive. Whenever a new invoice is created in Perfex CRM, a corresponding folder will be generated in Google Drive. This automation helps you maintain a systematic record of your invoices, saving time and streamlining your document management process.
- When this happens...New Invoice
Triggers when a new invoice in 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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