Trigger workflow completion in Process Street, find client record in Airtable, and move files in Google Drive
Trigger workflow completion in Process Street, find client record in Airtable, and move files in Google Drive
Complete your client offboarding by triggering actions in Process Street when a workflow run is completed. Find client records in Airtable and move associated files to an inactive folder in Google Drive for efficient final cleanup.
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Overview
Complete your client offboarding by triggering actions in Process Street when a workflow run is completed. Find client records in Airtable and move associated files to an inactive folder in Google Drive for efficient final cleanup.