Financial Cents + ShareFile
Create new folder in Sharefile when a new client is created in Financial Cents
This integration helps by automatically creating a new client folder in Sharefile when a new client is added to Financial Cents. You will never have to manually create folders for new clients again.
This integration helps by automatically creating a new client folder in Sharefile when a new client is added to Financial Cents. You will never have to manually create folders for new clients again.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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