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Automations Automations: Add a file to business account

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09/07/2021 11:32 am
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I would like to automate this:
When an account is added to ____ list,
Add file to account "Files".

SEOcounselors
SEOcounselors 

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09/07/2021 12:54 pm

This will be awesome. For me, I would love to be able to add a pdf document to multiple accounts simultaneously.

I have found a workaround by creating a product and uploading the files I want clients to access. Then I can add this product to multiple accounts.

See screenshot for example

FREE Guide example

 

 

isaaciovid
isaaciovid 

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09/07/2021 11:56 am

This is a really interesting potential action! If you don't mind me asking, what file (or type of file) would you be uploading automatically? 

JonNeher
JonNeher 

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