Financial Cents + Google Drive integrations
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 this happens...New ClientTriggers when a new client is created.
- automatically do this!Upload FileTriggers when any new file is added (inside of any folder).
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More things you can do with Financial Cents and Google Drive
Discover other triggers and actions you can use with Financial Cents and Google Drive
- New Client
Triggers when a new client is created.
Try ItTriggerInstant - Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
ActionWrite- TemplateRequired
- Client
- Zapier Date
ActionWrite- NameRequired
ActionSearch
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Client IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
ActionWrite- Contact IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
ActionWrite- NameRequired
ActionSearch
Related categories
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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