1.Detect company updated event
Integrate HubSpot and CRM record syncing to capture cancellation status changes and route next actions.
Move canceled client folder into archived client folder
Automatically monitor company property changes across HubSpot and client folder storage. Create and update when cancellation is marked and today matches a cancellation dateβso you can archive the right client folder, move missing folders to review, and notify project management without manual folder hunting.
How this automation protects archived client folders
When company records get marked canceled without an automatic archive flow, client documents can stay in active drives and retrieval slows down. This automation monitors cancellation status, formats and filters by date, then moves client folders to archive and notifies project managementβso your team can retrieve faster.
HubSpotor swap with your favorite app
2.Format today and cancellation dates
Integrate Formatter by Zapier and date formatting tools to format Today and the cancellation date for matching.
Formatter by Zapieror swap with your favorite app
3.Filter for qualifying cancellation
Integrate Filter by Zapier and workflow rules to continue only when canceled status qualifies.
Filter by Zapieror swap with your favorite app
4.Delay processing for 30 minutes
Integrate Delay by Zapier and timing controls to wait 30 minutes for downstream systems to finish.
Delay by Zapieror swap with your favorite app
5.Find and move client folder
Integrate Google Drive and folder management to search by constructed folder title and move to archive.
Google Driveor swap with your favorite app
6.Email PM review when folder is missing
Integrate Gmail and inbox notifications to send a review email to project management when the folder is not found.
Gmailor swap with your favorite app
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Simplify document access with automated file routing, archive logging, and retrieval alerts
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