Automating Folder and Clay Table Creation for New Clients

xavier c. · 2024-09-15T08:22:56.767871+00:00

I remember seeing someone online show a way to create a new folder and clay table automatically when a client signs. I can’t figure out how to do that, can someone help?

Channeled

APP

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💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!

Muhammad S.

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Yes, I can help.

Daniela D.

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Thanks for jumping in Muhammad Hey Xavier! Thanks for reaching out. Let us know if you still need support here. To confirm, are you referring to automatically sending client data to a table when they sign up/fill a form? If you can share a bit more info about your use-case, we're happy to help.

xavier c.

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My use case is that I want to be able to have a client fill out a form and then it automatically creates a clay folder in my account

Channeled

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Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

Arturo O.

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Sounds good, we're sharing this as a request but I'm also curious to learn about that video, have not seen or heard of it to be honest lol

Channeled

APP

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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

Channeled

APP

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Hi xavier c.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

8 comments