Capture client documents, create spreadsheet row, and upload files to Box
Capture client documents, create spreadsheet row, and upload files to Box
Capture client-uploaded documents in Clust, create a new row in Google Sheets for organization, format the data with Formatter by Zapier, and upload files to Box for secure storage, ensuring efficient document management and easy access.
Zap details:
Overview
Capture client-uploaded documents in Clust, create a new row in Google Sheets for organization, format the data with Formatter by Zapier, and upload files to Box for secure storage, ensuring efficient document management and easy access.