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Financial Cents logoFinancial Cents logo
Microsoft SharePoint logoMicrosoft SharePoint logo

Financial Cents + Microsoft SharePoint

Financial Cents + Microsoft SharePoint

Financial Cents + Microsoft SharePoint integrations

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.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when a new client is created.
  2. automatically do this!
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More things you can do with Financial Cents and Microsoft SharePoint

Discover other triggers and actions you can use with Financial Cents and Microsoft SharePoint

  • Financial Cents triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Instant
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    • Display Name
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    Action
    Write
    • Template
      Required
    • Client
    • Zapier Date
    Action
    Write
    • Name
      Required
    Action
    Search
    • Client ID
      Required
    • Contact Name
      Required
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    • Notes
    Action
    Write
    • Contact ID
      Required
    • Contact Name
      Required
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    • Notes
    Action
    Write
    • Name
      Required
    Action
    Search
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About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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