Cloud Folder Linker / Creator

Standardize cloud-storage folder structures for an existing CRM module. Existing folders are linked by name, missing ones are created, and their IDs are written back to the CRM record.

Storage Service

Pick where folders live. Each record in your CRM custom view gets a folder in this service.

Credentials

Service: Workdrive

Org IDAPI KeyConnection NameDefault Login UserRegion

Module & Custom View

Module

Custom View

Select a Module and a Custom View above to configure folder structure, root folder, and run settings.