In this article, we will show you how to use Zapier to automatically create a client folder in Sharefile 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.

Step 1: Select Financial Cents as the trigger and New Client as the event.

Step 2: Select Sharefile as the action and Create Folder as the event.

Step 3: Select the Parent 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