Financial Cents + Microsoft SharePoint

Create new Microsoft SharePoint folders for new clients in Financial Cents

Create order in your document management with this efficient workflow. As soon as a new client is added in Financial Cents, a dedicated folder is generated in Microsoft SharePoint. This process not only saves you valuable time but also ensures consistent and organized record maintenance, leaving you more time to focus on client relationships.

Create order in your document management with this efficient workflow. As soon as a new client is added in Financial Cents, a dedicated folder is generated in Microsoft SharePoint. This process not only saves you valuable time but also ensures consistent and organized record maintenance, leaving you more time to focus on client relationships.

  1. When this happens...
    Financial CentsFinancial Cents
    New Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create Folder

    List all folders on a site

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Financial Cents triggers, actions, and search

    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Display NameRequired

    • Contact Name

    • Contact Email

    • Contact Phone

    • Contact Mobile

    • Contact Address

    Action
    Write
    • TemplateRequired

    • Client

    • Zapier Date

    Action
    Write
    • NameRequired

    Action
    Search
  • Financial Cents triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Client IDRequired

    • Contact NameRequired

    • Contact Email

    • Contact Phone

    • Contact Mobile

    • Contact Address

    • Notes

    Action
    Write
    • Contact IDRequired

    • Contact NameRequired

    • Contact Email

    • Contact Phone

    • Contact Mobile

    • Contact Address

    • Notes

    Action
    Write
    • NameRequired

    Action
    Search
financial-cents logo
financial-cents logo

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants
Learn moreHelp

Related categories

  • Project Management
sharepoint logo
sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Help

Related categories

  • Microsoft
  • Team Collaboration