Google Drive + Workbooks CRM
Create Google Drive folders for new cases on Workbooks CRM
Your customer relationships often rely on supporting files. Keep everything organized with this time-saving integration. Configure it in minutes, and from then on when a new Workbooks Case is created, a corresponding Google Drive folder will be created, ready and waiting for your files.
Your customer relationships often rely on supporting files. Keep everything organized with this time-saving integration. Configure it in minutes, and from then on when a new Workbooks Case is created, a corresponding Google Drive folder will be created, ready and waiting for your files.
- When this happens...New Case
Triggers when a new case is 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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New Case
Triggers when a new case is created.
Try ItNew Person
Triggers when a new person is created.
Try ItPosted Credit Note
Triggers when a credit note is posted.
Try ItLookup nameRequired
Value
Value list
Default value
New Organisation
Triggers when a new organisation is created.
Try ItNew Sales Lead
Triggers when a new sales lead is created.
Try ItPosted Invoice
Triggers when an invoice is complete and its status posted.
Try ItMarketing CampaignRequired
Party or Lead IDRequired
Party or Lead TypeRequired
Member's NameRequired
Status
