Pixie + OneDrive
Create folders on OneDrive for new Pixie clients
Save time and eliminate manual admin by using this template. Once it's active, it will create a folder in OneDrive as soon as a new client is created in Pixie. The template will then update the client record with the URL to the OneDrive folder, allowing you to access the folder quicker from Pixie.
Save time and eliminate manual admin by using this template. Once it's active, it will create a folder in OneDrive as soon as a new client is created in Pixie. The template will then update the client record with the URL to the OneDrive folder, allowing you to access the folder quicker from Pixie.
- When this happens...Client Created/Updated
Triggers when a new client is created or updated in Pixie.
- automatically do this...Create Folder
Creates a new folder.
- then do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
- Free forever for core features
- 14 day trial for premium features & apps
