Move client folder in Google Drive when workflow step completes in Wealthbox CRM

Move client folders in Google Drive to the right location after completing a workflow step in Wealthbox CRM. This ensures organized file management and faster access to completed tasks.

Move client folder in Google Drive when workflow step completes in Wealthbox CRM

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Overview

Move client folders in Google Drive to the right location after completing a workflow step in Wealthbox CRM. This ensures organized file management and faster access to completed tasks.

Move client folder in Google Drive when workflow step completes in Wealthbox CRM