17hats + Financial Cents

17hats + Financial Cents integrations

Create clients in Financial Cents from new contacts in 17hats

Streamline your workflow with this time-saving solution. When a new contact is added in 17hats, this automation creates a client in your Financial Cents system. It provides an effective way to keep your client list up-to-date across both platforms, saving you from manual data entry and ensuring accuracy and efficiency in your financial management process.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ClientCreates a client in Financial Cents.
ActionWrite

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More things you can do with 17hats and Financial Cents

Discover other triggers and actions you can use with 17hats and Financial Cents

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- 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

- Title
  Required
Action
Search
- Contact Name
  Required
- Client ID
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
Try It
- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- 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
- Name
  Required
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Financial Cents

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

HelpHelp

Related categories

Project Management