Elements Financial Advisor Tools + Google Drive
Create folders in Google Drive for every new prospect in Elements Financial Advisor Tools
Manage your prospects efficiently with this workflow. Whenever a new prospect is identified in the Elements Financial Advisor Tools app, a corresponding folder is created in Google Drive. This provides a seamless way to store and organize all relevant documents and information related to each prospect, enhancing your efficiency and productivity. This workflow easily solves the challenge of tracking and managing prospect-specific documentation.
Manage your prospects efficiently with this workflow. Whenever a new prospect is identified in the Elements Financial Advisor Tools app, a corresponding folder is created in Google Drive. This provides a seamless way to store and organize all relevant documents and information related to each prospect, enhancing your efficiency and productivity. This workflow easily solves the challenge of tracking and managing prospect-specific documentation.
- When this happens...New Prospect
Triggers when a new prospect is added to Elements.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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