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  1. File & Folder Automation
  2. Folder Organization
  3. 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