1.Updated Folder trigger
Integrate Microsoft SharePoint and folder trackers to capture folder name, unique identifier, and path to detect folder updates.
Update client records when prospect folders are modified
Automatically monitor prospect folder updates across Microsoft SharePoint. Create and update when folder name changes, folder identifier updates, or folder path changesβso you can protect onboarding and billing by finding the right record, updating identifiers, and saving document links without manual data entry.
How this automation keeps your client records current
When a prospect folder is updated, outdated identifiers and document links can slow onboarding and billing. This automation detects folder updates and looks up and updates client records in Zapier Tablesβso your team can keep client data current without manual rework.
Microsoft SharePointor swap with your favorite app
2.Find matching client record
Integrate Zapier Tables and client data matching tools to search your client table by folder name to find qualifying records.
Zapier Tablesor swap with your favorite app
3.Update client record
Integrate Zapier Tables and CRM data mapping to update identifier and document link fields using the folder path to refresh client records.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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