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Create shared folder and attach it to record

Create shared folder and attach it to record

Task webhooks should create client folders, but manual setup buries assets and delays handoffs. It creates the folder and a linked ERP record so your team finds files same day.

Create shared folder and attach it to record

Workflow preview:

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Overview

Manual folder creation fragments client files and slows delivery; you need a single source of truth. This flow builds the shared folder and a matched ERP record as tasks arrive, so coordinators locate assets and start work same day.

Create shared folder and attach it to record