Box + Financial Cents
Create Box folders for new Financial Cents clients
Automatically generate a folder in Box when a new client is created in Financial Cents. This automates the process, so your team never has to manually create a client folder again.
Automatically generate a folder in Box when a new client is created in Financial Cents. This automates the process, so your team never has to manually create a client folder again.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
Triggers when you add a new folder.
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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
