1.Detect staging button click
Integrate Zapier Tables to detect a staging record button click and capture the record ID and title for folder lookup.
Create prejudicial case record and move file to legal folder
Automatically capture prejudicial case creation requests across Zapier Tables and Google Drive when staging row buttons are clicked, intake promotions are confirmed, or staging rows advanceβso you can create case records, relocate client files, and clean up staging without manual triage. Create and update prejudicials cases and move folders automatically based on title matches, then delete the original staging entries to reduce setup overhead.
How this automation protects your case readiness
When staging requests sit in a review queue, case setup delays can break downstream workflows and filing accuracy. This automation creates prejudicials case records and moves folders, so your team can act faster with consistent case placementβwithout manual cleanup.
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2.Creates prejudicial case row
Integrate Zapier Tables to create a record in the prejudicials table, mapping fields and setting status to pending.
3.Finds folder by title
Integrate Google Drive to find the client folder by record title and return the folder ID when available.
Google Driveor swap with your favorite app
4.Moves file and folder
Integrate Google Drive to move the file or folder into the configured prejudicials destination using the found folder ID.
5.Deletes staging record
Integrate Zapier Tables to delete the staging row using the original record ID after the move succeeds.
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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