Financial Cents + Google Drive
Upload new clients’ files from Financial Cents to Google Drive
When a new client is added in Financial Cents, this workflow swiftly transfers all pertinent files to your Google Drive. Avoid the manual hassle and instantly streamline your financial documents. This smooth process not only saves you time but also ensures the immediate organization and safekeeping of your crucial client details.
When a new client is added in Financial Cents, this workflow swiftly transfers all pertinent files to your Google Drive. Avoid the manual hassle and instantly streamline your financial documents. This smooth process not only saves you time but also ensures the immediate organization and safekeeping of your crucial client details.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Upload File
Triggers when any new file is added (inside of any folder).
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New Client
Triggers when a new client is created.
Try ItDisplay NameRequired
Contact Name
Contact Email
Contact Phone
Contact Mobile
Contact Address
TemplateRequired
Client
Zapier Date
NameRequired
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
Contact IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
NameRequired
