Skip to content

Create Client Folders

Business problem

Section titled “Business problem”

A new client needs a predictable place for documents, with a clear naming rule and owner.

Result

Section titled “Result”

A folder arrangement that staff can identify and reuse without creating duplicates.

Workflow diagram

Section titled “Workflow diagram”
Intended business sequence
  1. Client onboarding milestone
  2. Validate approved destination and naming
  3. Confirm the folder result

Actions used

Section titled “Actions used”

Check the action catalog status and the field definitions supplied with your installed version.

No action names are assigned until the integration catalog is reviewed. Define what to do when the client is onboarded twice or a folder with the planned name already exists.

Setup

Section titled “Setup”

Complete administrator onboarding and obtain the approved Drive ID map. Use HighLevel user setup to prepare a test workflow.

Example values

Section titled “Example values”

Client code: EXAMPLE-001; planned folder label: Example Client. These are fictional planning values, not action inputs.

Final outcome

Section titled “Final outcome”

The workflow is accepted only when its observed result matches the intended result in a non-sensitive test. Record repeated-run behavior and any values needed by a later step.

Section titled “Related documentation”

Related actions will be linked after the action catalog is verified.