Skip to content
Templates
Create record and notify owners when files arrive

Create record and notify owners when files arrive

Your shared drive uploads lack context, so procedure and registered-letter files go untriaged and stall handling. It creates CRM records and pings coordinators so items are visible the same day.

Create record and notify owners when files arrive

Overview

When new procedure or registered-letter files land in your shared drive they often sit untriaged, delaying operations and billing. This flow turns each upload into a CRM record and alerts the right coordinator so items are visible and acted on the same day.

Create record and notify owners when files arrive