Financial Cents + Microsoft SharePoint
Create new Microsoft SharePoint folders for new clients in Financial Cents
Create order in your document management with this efficient workflow. As soon as a new client is added in Financial Cents, a dedicated folder is generated in Microsoft SharePoint. This process not only saves you valuable time but also ensures consistent and organized record maintenance, leaving you more time to focus on client relationships.
Create order in your document management with this efficient workflow. As soon as a new client is added in Financial Cents, a dedicated folder is generated in Microsoft SharePoint. This process not only saves you valuable time but also ensures consistent and organized record maintenance, leaving you more time to focus on client relationships.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
List all folders on a site
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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