Create folders in ShareFile for new contacts in Wealthbox CRM
This Zap automatically creates a folder in ShareFile when a new client contact is created in WealthBox. Prep your follow-up workflows without stopping for manual updates!
This Zap automatically creates a folder in ShareFile when a new client contact is created in WealthBox. Prep your follow-up workflows without stopping for manual updates!
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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