Financial Cents + Google Drive
Create Google Drive files from new Read AI meeting notes
Start organizing your work immediately when onboarding new clients using Financial Cents. This workflow will efficiently create a new folder in Google Drive every time a new client is added in Financial Cents. Streamline your document organization process and ensure all necessary data is in one secure place for each client.
Start organizing your work immediately when onboarding new clients using Financial Cents. This workflow will efficiently create a new folder in Google Drive every time a new client is added in Financial Cents. Streamline your document organization process and ensure all necessary data is in one secure place for each client.
- 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).
- Free forever for core features
- 14 day trial for premium features & apps
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
