Auto-Create OneDrive Folder Structure Upon Lead Creation
Hello,
New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create the new folder) -> [Documents Folder, Word Proposal Template, & Excel Template].
I'm hoping to somehow automate this process by uploading documents to Zoho (which would go into the documents folder) and auto-creating the word proposal template and excel template that I already utilize. I also need to have the naming structure to be dynamic based on the CRM data entry. We already have a system for naming, so I'm looking for a high-degree of customization. I already utilize a python script to accomplish this task outside of a CRM, but our company is large enough that I want to integrate a CRM without creating additional work for myself each time I need to make a new entry. I often create 10 new projects a day and I don't want to double-up on entering the same data.
Background Info:
We're utilizing a shared OneDrive account. AKA the owner has a personal OneDrive folder he has shared with all of us to operate out of. Hoping to continue using this, as we do not have SharePoint. I will listen to SharePoint suggestions as well, as I believe I could upgrade to Microsoft Business if needed to accomplish this task.
Thank you
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