Move job files when CRM stage changes to follow up

You lose job files when a CRM box moves but Drive folders aren’t reorganized, delaying follow-up. Move matching job files to the follow-up folder so coordinators can act same day.

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Overview

When job stages advance without file reorganization, coordinators waste time hunting for specs and quotes. This flow moves matching files into the follow-up folder and records the change in the CRM, so your team has the right documents available same day.