CentralStationCRM + Google Drive
Create text files in Google Drive for new persons in CentralStationCRM
This workflow starts when a new contact is added in CentralStationCRM. It then creates a document in Google Drive using the contact's details. This process makes it efficient to manage and access your contact's information in a simple, streamlined way directly from Google Drive. Great for businesses looking to enhance their contact management and create seamless documentation workflows.
This workflow starts when a new contact is added in CentralStationCRM. It then creates a document in Google Drive using the contact's details. This process makes it efficient to manage and access your contact's information in a simple, streamlined way directly from Google Drive. Great for businesses looking to enhance their contact management and create seamless documentation workflows.
- When this happens...New Person
Triggers when a new Person is created.
- automatically do this!Create File From Text
Create a new file from plain text.
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New Deal
Triggers when a new deal is created.
Try ItNameRequired
ValueRequired
Value TypeRequired
Value CountRequired
Target DateRequired
Current StateRequired
Responsible user (ID)
List of tags
Find Record by EmailRequired
Drive
Try It
New Person
Triggers when a new Person is created.
Try ItLast nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Find Record by EmailRequired
Last nameRequired
First name
Title
Gender
Background
Responsible user (ID)
E-mail address (office)
Phone number (office)
List of tags
Drive
Folder
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try It
