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.

Create a folder for new clients in Google Drive, and copy necessary files

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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.

Create a folder for new clients in Google Drive, and copy necessary files