OneDrive + Wealthbox CRM
Create new text files in OneDrive for new contacts in Wealthbox CRM
Easily stay organized and keep track of new contacts in your Wealthbox CRM by creating a text file in OneDrive for each addition. With this workflow, every time you add a new contact in Wealthbox CRM, a corresponding text file will be generated in OneDrive, ensuring you have a seamless and efficient organization system for your expanding contact list. Save time and effort with this convenient automation.
Easily stay organized and keep track of new contacts in your Wealthbox CRM by creating a text file in OneDrive for each addition. With this workflow, every time you add a new contact in Wealthbox CRM, a corresponding text file will be generated in OneDrive, ensuring you have a seamless and efficient organization system for your expanding contact list. Save time and effort with this convenient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Text File
Creates a brand new text file from plain text content you specify.
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