Google Drive + Method CRM
Create new Google Drive folders for each new opportunity in Method CRM
Stay organized and streamline your workflow with this automation that creates a new Google Drive folder every time a new opportunity is added in Method CRM. This workflow helps to ensure all your relevant documents are in one place, making it easier to manage your opportunities and save you time on manual data entry. It's an ideal solution for businesses looking to simplify their document management process as new opportunities arise.
Stay organized and streamline your workflow with this automation that creates a new Google Drive folder every time a new opportunity is added in Method CRM. This workflow helps to ensure all your relevant documents are in one place, making it easier to manage your opportunities and save you time on manual data entry. It's an ideal solution for businesses looking to simplify their document management process as new opportunities arise.
- When this happens...New Opportunity
Triggers when a new opportunity is added.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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New Activity
Triggers when a new activity is added.
Try ItNew Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Try ItNew Opportunity
Triggers when a new opportunity is added.
Try ItStart DateRequired
Due Date
Comments
Opportunity Record ID
Contact RecordID
StatusRequired
TypeRequired
Assigned ToRequired
Custom Fields
New Contact
Triggers when a new contact is added.
Try ItNew Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Try ItNew Vendor
Triggers when a new vendor is added.
Try ItFirst NameRequired
Last Name
Entity Full NameRequired
Email
Phone
Custom Fields
