- File & Folder Automation
- Folder Organization
- Auto-create client folders
Manage clientrelated documents by creating dedicated folders
This automation category streamlines the organization of client-related documents by automatically generating dedicated folders whenever a new client engagement, payment confirmation, or document milestone occurs. It eliminates manual folder creation across multiple platforms, ensuring consistent file structures and reducing administrative overhead. By standardizing where client materials are stored, teams can quickly locate documents, improve collaboration, and maintain professional records.
Filter by common apps:
Trello
Google Drive
Filter by Zapier
Finmo
Dropbox
Gmail
Ignition
Constant Contact
Wealthbox CRM
ShareFile
ActiveCampaign
JobTread
Email Parser by Zapier
- Create client folder in Google Drive when Trello card moves to specific list
- Organize client information in Dropbox and Gmail when a new application starts in Finmo
Organize client information in Dropbox and Gmail when a new application starts in Finmo
- Transfer new contract folders from Google Drive to shared storage
Transfer new contract folders from Google Drive to shared storage
- Create folder in cloud storage, and add contact to Constant Contact when proposal is accepted
Create folder in cloud storage, and add contact to Constant Contact when proposal is accepted
- Stay Organized: Automatically Create Client Folders in ShareFile When Workflow Steps Complete in Wealthbox CRM
Stay Organized: Automatically Create Client Folders in ShareFile When Workflow Steps Complete in Wealthbox CRM
- Stay Organized: Automatically Create a Client Folder in ShareFile When a Proposal is Accepted in Ignition
Stay Organized: Automatically Create a Client Folder in ShareFile When a Proposal is Accepted in Ignition
- Stay Organized: Automatically Create a Structured Folder in Google Drive When a New Client Joins Your ActiveCampaign List
Stay Organized: Automatically Create a Structured Folder in Google Drive When a New Client Joins Your ActiveCampaign List
- Stay Organized: Automatically Create a Dedicated Google Drive Folder for Every New Customer in JobTread
Stay Organized: Automatically Create a Dedicated Google Drive Folder for Every New Customer in JobTread
- Stay Organized: Automatically Create Client Folders in Google Drive from Email Quotes
Stay Organized: Automatically Create Client Folders in Google Drive from Email Quotes