Capture new client sign up, create spreadsheet row, create folder, and upload documents
Capture new client sign up, create spreadsheet row, create folder, and upload documents
Capture new client sign-up information from Cognito Forms, create a new row in Google Sheets, set up a dedicated folder in Google Drive, and upload relevant documents to enhance organization and improve client onboarding.
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Overview
Capture new client sign-up information from Cognito Forms, create a new row in Google Sheets, set up a dedicated folder in Google Drive, and upload relevant documents to enhance organization and improve client onboarding.