Organize client information in Dropbox and Gmail when a new application starts in Finmo

Organize client information by creating a dedicated folder in Dropbox and a new label in Gmail whenever a new application starts in Finmo. This setup accelerates your onboarding process and keeps your data structured.

Zap details:

Überblick

Organize client information by creating a dedicated folder in Dropbox and a new label in Gmail whenever a new application starts in Finmo. This setup accelerates your onboarding process and keeps your data structured.

Organize client information in Dropbox and Gmail when a new application starts in Finmo

Ähnliche Vorlagen