Skip to content
Templates
Create client record and project folders for new clients

Create client record and project folders for new clients

You get new client submissions that need a company record, formatted client ID, and Drive folders. It prepares records and folders so your project and billing teams can start work same day.

Create client record and project folders for new clients

Workflow preview:

Zap details:

Overview

Manual client setup costs days of coordination at a small agency; automating record creation, folder provisioning, and billing setup gets work-ready files into place within minutes. Your project managers and billing staff see a completed client record and folder link the same day, eliminating handoffs and speeding kickoff.

Create client record and project folders for new clients