- File & Folder Automation
- Folder Creation
- Auto client folder creation
Create a new folder for new client management
Automatically generating folders for each new client streamlines the onboarding process by ensuring a consistent, organized file structure across cloud storage platforms. This automation eliminates manual setup, reducing errors and saving valuable time for teams. By maintaining a standardized folder hierarchy, businesses can improve collaboration, track client projects more effectively, and enhance overall operational efficiency.
Filter by common apps:
LaunchBay
Filter by Zapier
Google Drive
PaintScout
Zoho CRM
Microsoft SharePoint
monday.com
Gmail
Ignition
Webhooks by Zapier
Notion
Filevine
- Create a new folder in Google Drive when a client task is marked as completed in Motion.io
- Create a new folder in Google Drive when a quote status changes in PaintScout
Create a new folder in Google Drive when a quote status changes in PaintScout
- Create client folder in Microsoft SharePoint when new lead is added in Zoho CRM
Create client folder in Microsoft SharePoint when new lead is added in Zoho CRM
- Create customer folder in SharePoint, and notify client via Gmail when project stage changes
Create customer folder in SharePoint, and notify client via Gmail when project stage changes
- Create a new client folder in SharePoint when a proposal is accepted in Ignition
Create a new client folder in SharePoint when a proposal is accepted in Ignition
- Create client folder in Google Drive, and add entry in Notion database when new request arrives
Create client folder in Google Drive, and add entry in Notion database when new request arrives
- Create a new client folder in Google Drive when a new event occurs in Filevine
Create a new client folder in Google Drive when a new event occurs in Filevine
- Create a new client folder, find essential files, copy files, and populate the folder in Google Drive
Create a new client folder, find essential files, copy files, and populate the folder in Google Drive
- Create a new client folder in Google Drive when a new board is established in monday.com
Create a new client folder in Google Drive when a new board is established in monday.com
