Financial Cents + Google Drive
Create Google Drive folders for new Financial Cents clients
This template automatically creates Google Drive folders when new clients are added to Financial Cents. You won't have to manually create folders for new clients again.
This template automatically creates Google Drive folders when new clients are added to Financial Cents. You won't 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
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
