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  1. File & Folder Automation
  2. File & Folder Management
  3. Auto-file sorting

Organize files by moving them to appropriate client folders based on new additions

Automatically organizing new files into client-specific folders streamlines your workflow by eliminating tedious manual sorting and ensuring consistency across your storage system. This automation reduces human error, accelerates file retrieval, and maintains a clear structure for all project assets. By proactively moving files upon addition, teams save time, enhance collaboration, and focus on higher-value tasks.

Filter by common apps:

  • Salesforce
  • Filter by Zapier
  • ShareFile
  • Webhooks by Zapier
  • Formatter by Zapier
  • Google Drive
  • NetHunt CRM
  • Dropbox
  • Notion