JasonTell7
Member
I am looking to create a trigger (pipeline changes to "Move to Active Folder") I want the Action to be to move that customer's folder from "Pending Clients" Folder to "Active Clients" folder. The folder name is always the customer's First Name Last Name and a Unique ID Number. How do I have the system find that folder by the name and move it to the active folder?
Here is the workflow:
https://connect.pabbly.com/workflow...QAGUBFVBUA1UGdVFfAhBXVFctAE0AewNgWmlYBlN7B2Y#
Here is the Loom Video:
Here is the workflow:
https://connect.pabbly.com/workflow...QAGUBFVBUA1UGdVFfAhBXVFctAE0AewNgWmlYBlN7B2Y#
Here is the Loom Video:
Organizing Health Client Folders 📁
Hey there! In this video, I explain how I want to organize our Health Clients folders. We have subfolders like Active, Cancelled, and Pending Health Clients. I need to move folders between these based on pipeline changes. I discuss the naming convention and the mapping needed for this process...
www.loom.com