Create a new folder in OneDrive when a new client is added in Financial Cents
Create a new folder in OneDrive when a new client is added in Financial Cents
Create a new folder in OneDrive whenever you add a new client in Financial Cents. This ensures organized client data storage, improving your onboarding process and enhancing your financial management efficiency.
Zap details:
Overview
Create a new folder in OneDrive whenever you add a new client in Financial Cents. This ensures organized client data storage, improving your onboarding process and enhancing your financial management efficiency.