Financial Cents + OneDrive
Create OneDrive folders for new Financial Cents clients
Activate this integration to automatically create a client folder in OneDrive whenever a new client is added to Financial Cents. Your team will never have to manually create folders again for clients.
Activate this integration to automatically create a client folder in OneDrive whenever a new client is added to Financial Cents. Your team will never have to manually create folders again for clients.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
Creates 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
