Microsoft Excel + Financial Cents
Add new Financial Cents clients to a Microsoft Excel spreadsheet as rows
Ensure seamless data flow between Financial Cents and Microsoft Excel with this workflow. Whenever a new client is added in Financial Cents, their details will be sent right away to your selected Microsoft Excel sheet. This will help keep your client data up-to-date and effectively streamline your financial processes. Experience the convenience of this instant, automated workflow firsthand.
Ensure seamless data flow between Financial Cents and Microsoft Excel with this workflow. Whenever a new client is added in Financial Cents, their details will be sent right away to your selected Microsoft Excel sheet. This will help keep your client data up-to-date and effectively streamline your financial processes. Experience the convenience of this instant, automated workflow firsthand.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
