Jetpack Workflow + Microsoft SharePoint
Create new folders in Microsoft SharePoint for new clients in Jetpack Workflow
Initiate seamless organization each time you bring in a new client on Jetpack Workflow. With this streamlined process, a corresponding folder gets instantly generated in Microsoft SharePoint. This aids in meticulous data management and enhances your client relationship by ensuring effortless record keeping. Leverage this workflow for a more organized approach to client service.
Initiate seamless organization each time you bring in a new client on Jetpack Workflow. With this streamlined process, a corresponding folder gets instantly generated in Microsoft SharePoint. This aids in meticulous data management and enhances your client relationship by ensuring effortless record keeping. Leverage this workflow for a more organized approach to client service.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
List all folders on a site
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New Client
Triggers when a new client is created.
Try ItTemplate
Job Name
Client ID
Job Manager
Description
Due
Client IDRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID
Search QueryRequired
Company Name
First Name
Last Name
Email Address
Description
Phone
Street Address
City
State/Province/Region
Zip/Postal Code
Website
Tags
QuickBooks ID