- File & Folder Automation
- Folder Creation
- Auto client folder creation
Create a new folder for new client management
Automatically generating folders for each new client streamlines the onboarding process by ensuring a consistent, organized file structure across cloud storage platforms. This automation eliminates manual setup, reducing errors and saving valuable time for teams. By maintaining a standardized folder hierarchy, businesses can improve collaboration, track client projects more effectively, and enhance overall operational efficiency.
Filter by common apps:
Google Drive
Formatter by Zapier
Zoho CRM
Filter by Zapier
Egnyte
Kit
Everfit
Bigin by Zoho CRM
BQE CORE
Wealthbox CRM
Dropbox
Slack
Setmore Appointments
- Create and organize folders in Google Drive, add sharing settings, and apply naming conventions
- Create client folder in Egnyte, and update Zoho CRM contact with folder link
Create client folder in Egnyte, and update Zoho CRM contact with folder link
- Create a new folder in Google Drive for each new Kit subscriber
Create a new folder in Google Drive for each new Kit subscriber
- Create a new folder in Google Drive for each client in Everfit
Create a new folder in Google Drive for each client in Everfit
- Create new client folder in Google Drive from Bigin by Zoho CRM pipeline record
Create new client folder in Google Drive from Bigin by Zoho CRM pipeline record
- Create a new folder in Google Drive when a new client record is created in BQE CORE
Create a new folder in Google Drive when a new client record is created in BQE CORE
- Create a new folder in Egnyte when a new contact is added in Wealthbox CRM
Create a new folder in Egnyte when a new contact is added in Wealthbox CRM
- Create new client folder in Dropbox, and notify team in Slack
Create new client folder in Dropbox, and notify team in Slack
- Create a new folder in Google Drive for each new appointment in Setmore
Create a new folder in Google Drive for each new appointment in Setmore
