- File & Folder Automation
- File & Folder Management
- Auto-create client folders
Create dedicated folders for clients in a client management system
Automatically generating dedicated client folders streamlines onboarding by ensuring every new client has a structured workspace without manual setup. This automation reduces administrative overhead, minimizes errors, and maintains consistent organization across projects. It saves time, improves collaboration, and delivers a professional client experience.
Filter by common apps:
Kajabi
Egnyte
LeadConnector
Dropbox
Ignition
Box
Filter by Zapier
monday.com
Google Drive
PandaDoc
Code by Zapier
Google Sheets
Leap
AgencyZoom
- Create a new folder in Egnyte for each Kajabi purchase by last name
- Create client folder and shared link in Dropbox, and update contact in LeadConnector
Create client folder and shared link in Dropbox, and update contact in LeadConnector
- Create client folder in Box when proposal is accepted in Ignition
Create client folder in Box when proposal is accepted in Ignition
- Create client access folder in Drive, and update task status in monday.com
Create client access folder in Drive, and update task status in monday.com
- Store completed onboarding documents in Google Drive from PandaDoc, run code, find or create folder, and upload file
Store completed onboarding documents in Google Drive from PandaDoc, run code, find or create folder, and upload file
- Create a dedicated folder in Google Drive for each new client in Google Sheets
Create a dedicated folder in Google Drive for each new client in Google Sheets
- Create a folder for each customer and upload their contract in Dropbox from Leap
Create a folder for each customer and upload their contract in Dropbox from Leap
- Create new client folder in Google Drive when proposal is accepted in Ignition
Create new client folder in Google Drive when proposal is accepted in Ignition
- Create client folder in Dropbox when lead status changes in AgencyZoom
Create client folder in Dropbox when lead status changes in AgencyZoom
