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Financial Cents + ShareFile

Financial Cents + ShareFile integrations

Create new folder in Sharefile when a new client is created in Financial Cents

This integration helps by automatically creating a new client folder in Sharefile when a new client is added to Financial Cents. You will never have to manually create folders for new clients again.

When this happens...
New ClientTriggers when a new client is created.
TriggerInstant
automatically do this!
Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
ActionWrite

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More things you can do with Financial Cents and ShareFile

Discover other triggers and actions you can use with Financial Cents and ShareFile

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Write
- Template
  Required
- Client
- Zapier Date
Action
Write
- Name
  Required
Action
Search
- Title
  Required
Action
Search

- Contact Name
  Required
- Client ID
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write
- Folder
  Required
Trigger
Polling
Try It

- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Client ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write
- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

About Financial Cents

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

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Related categories

Project Management

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

HelpHelp

Related categories

Content & Files