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Financial Cents + OneDrive

Create OneDrive folders for new Financial Cents clients

Activate this integration to automatically create a client folder in OneDrive whenever a new client is added to Financial Cents. Your team will never have to manually create folders again for clients.

Activate this integration to automatically create a client folder in OneDrive whenever a new client is added to Financial Cents. Your team will never have to manually create folders again for clients.

  1. When this happens...
    Financial CentsFinancial Cents
    New Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    OneDriveOneDrive
    Create Folder

    Creates a new folder.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Financial Cents triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Display NameRequired

    • Contact Name

    • Contact Email

    • Contact Phone

    • Contact Mobile

    • Contact Address

    Action
    Write
    • TemplateRequired

    • Client

    • Zapier Date

    Action
    Write
    • NameRequired

    Action
    Search
    • Client IDRequired

    • Contact NameRequired

    • Contact Email

    • Contact Phone

    • Contact Mobile

    • Contact Address

    • Notes

    Action
    Write
    • Contact IDRequired

    • Contact NameRequired

    • Contact Email

    • Contact Phone

    • Contact Mobile

    • Contact Address

    • Notes

    Action
    Write
    • NameRequired

    Action
    Search
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financial-cents logo

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

Related categories

  • Project Management
onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Learn moreHelp

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