In this article, we will show you how to use Zapier to automatically create a client folder in Dropbox after a client is created in Financial Cents
If you don't have a Zapier account, integrate Financial Cents with over 5,000 apps by going to Zapier.
How to set up the Zap
Step 1: Select Financial Cents as the trigger and New Client as the event.
Step 2: Select Dropbox as the action and Create Folder as the event.
Step 3: Select the Space and Folder you want the new client folder to be created in. Then pull information from Financial Cents to establish the new client Folder's Name.
Step 4: Test & Publish the Zap