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Create client folder when company record is updated

Create client folder when company record is updated

Company records change without a folder, leaving onboarding documents scattered and slowing handoffs. The folder is created for immediate access so onboarding and IT can act the same day.

Create client folder when company record is updated

Overview

When account records change, missing folders force manual setup and delay onboarding handoffs. This workflow creates a named folder and links it back to the company record so onboarding teams and IT have organized files and can start work the same day.

Create client folder when company record is updated