Client Dispute Manager + Dropbox
Create new Dropbox folders for every new customer in Client Dispute Manager
With this workflow, whenever you secure a new customer in Client Dispute Manager, a corresponding folder is instantly created in Dropbox. This seamless process ensures all essential documents and information related to the new client are centralized and easy to locate, boosting organizational efficiency for better customer relationship management. Assured by this automation, you create a more streamlined digital filing system to handle client disputes effectively.
With this workflow, whenever you secure a new customer in Client Dispute Manager, a corresponding folder is instantly created in Dropbox. This seamless process ensures all essential documents and information related to the new client are centralized and easy to locate, boosting organizational efficiency for better customer relationship management. Assured by this automation, you create a more streamlined digital filing system to handle client disputes effectively.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Folder
Triggers when a new folder is added. Make sure the number of files/folders in the watched folder does not exceed 6000.
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Affiliate Active Status
Triggers when we change affiliates from any status to active status.
Try ItArchive Lead Status
Triggers when we change the status from archive lead to other status.
Try ItCompleted Status
Triggers when we change the status from completed to other status.
Try ItLead Status
Triggers when we change the status from lead to other status.
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Active Status
Triggers when we change the status from active to other status.
Try ItCancelled Status
Triggers when we change the status from cancelled to other status.
Try ItInactive Status
Triggers when we change the status from Inactive to other status.
Try ItNew Customer
Triggers when a new customer is created.
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