Financial Cents and Salesflare
How to connect Financial Cents
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When new Client in Financial Cents, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Contact in Financial Cents, find or create contact in Salesflare.
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Financial Cents operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Contact — Triggers when a new contact is created.
Actions (6)
Things Salesflare can make it do
- Create Client — Creates a client in Financial Cents.
- Create Contact — Creates a new contact, probably with input from previous steps.
- Create Project — Creates a new project, probably with input from previous steps.
- Find or Create a Client — Find a client or create a new client if an existing client is not found
- Find or Create a Contact — Find a contact or create a new contact if an existing contact is not found
Show 1 more actions
- Update Contact — Update an existing contact, probably with input from previous steps.
Searches (3)
Look up existing records
- Find Client — Finds a client based on name.
- Find Contact — Finds a contact based on name.
- Find Template — Finds a template based on title.
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