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Create project file and folder from new record

Create project file and folder from new record

Your CRM file records lack organized storage, delaying project handoffs. It creates a folder and uploads the record so project managers get centralized documents same day.

Create project file and folder from new record

Overview

Files attached to CRM records often sit orphaned and slow project work. This flow creates the correct project folder, uploads the record file, and links it back so project managers find documents immediately and move forward same day.

Create project file and folder from new record