ShareFile + Wealthbox CRM
Create new ShareFile folders for new Wealthbox CRM contacts
Effortlessly organize your client files by connecting Wealthbox CRM and ShareFile with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, a corresponding folder will be created in ShareFile, ensuring all your client documents are stored and managed efficiently in one central location. Simplify your file management process and stay on top of your client relationships with this powerful automation.
Effortlessly organize your client files by connecting Wealthbox CRM and ShareFile with this seamless workflow. Whenever you add a new contact in Wealthbox CRM, a corresponding folder will be created in ShareFile, ensuring all your client documents are stored and managed efficiently in one central location. Simplify your file management process and stay on top of your client relationships with this powerful automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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