Financial Cents + Google Sheets
Create a new Google Sheets row each time a new client is added in Financial Cents
Manage your financial data effectively with this workflow. When a new client is added in Financial Cents, it will instantly create a new row on your specified Google Sheets spreadsheet. This ensures your client information is always organized and up-to-date in your records with no manual entry required. Improve your productivity by letting this automation take care of database maintenance, leaving you more time to focus on your client's needs.
Manage your financial data effectively with this workflow. When a new client is added in Financial Cents, it will instantly create a new row on your specified Google Sheets spreadsheet. This ensures your client information is always organized and up-to-date in your records with no manual entry required. Improve your productivity by letting this automation take care of database maintenance, leaving you more time to focus on your client's needs.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
