Financial Cents + OneDrive
Create folders in OneDrive for new clients in Financial Cents
Enhance your client management process with this streamlined workflow. When you add a new client in Financial Cents, a corresponding folder is immediately created in your OneDrive. This keeps your financial documents organized by client, making file retrieval simpler and time-efficient. Boost your productivity, ensure secure record keeping and cut down manual work with this handy workflow.
Enhance your client management process with this streamlined workflow. When you add a new client in Financial Cents, a corresponding folder is immediately created in your OneDrive. This keeps your financial documents organized by client, making file retrieval simpler and time-efficient. Boost your productivity, ensure secure record keeping and cut down manual work with this handy workflow.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
Triggers when a new folder is created in OneDrive.
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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
