Financial Cents + Microsoft SharePoint
Create folders in Microsoft Sharepoint for new clients created in Financial Cents
This integration automatically creates a new client folder in Sharepoint when a new client is added to Financial Cents. Keep your client folders up to date without the need to manually create folders for new clients.
This integration automatically creates a new client folder in Sharepoint when a new client is added to Financial Cents. Keep your client folders up to date without the need to manually create folders for new clients.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
List all folders on a site
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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