How to Store Attached Document of Lead or deal in Company Drive Using Business Processes

How to Store Attached Document of Lead or deal in Company Drive Using Business Processes

First we create Business process template for Lead, which is run during creation Lead.

Screenshot 1–

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Then Drag and drop “Create Folder on Drive” – Activity From Drive.

Screenshot2–

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Then Add Action Parameters.

Create in: Which is Public Drive for our Business process,

Drive: Company Drive

Folder Name: Will be Lead Name(Select Lead Name from Insert Value), etc. as per below screenshot.

Screenshot3–

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Then Drag and drop “Upload To Drive” – Activity From Drive.

Screenshot4–

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Then Add Action Parameters.

Destination location: Driver Folder.

Folder: Will be Selected From Additional Results in Insert Value.(As shown in below screen-shot)

File to upload: Will be Field from lead where you attach the documents.

Upload as: Created by.

Screenshot5a–

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Screenshot5b–

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After that, if you want to send a notification to the user then Add activity User Notification.

Add Action Parameters and save the Business process.

Screenshot6–

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This Business Process will help you to upload your attached documents in company drive. For more information, please visit Nevpro Business Solution.

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