Create a folder for new clients in Google Drive, and copy necessary files
Create a folder for new clients in Google Drive, and copy necessary files
Create dedicated folders for each new client in Google Drive when you add them in Apotheo. This process organizes client files efficiently, speeding up onboarding and ensuring all necessary documents are readily available.
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Overview
Create dedicated folders for each new client in Google Drive when you add them in Apotheo. This process organizes client files efficiently, speeding up onboarding and ensuring all necessary documents are readily available.