Create new Financial Cents clients from new entries in Cognito Forms
When a new entry is added in Cognito Forms, streamline your workflow by creating a client in the Financial Cents app. This automation ensures no delay in processing important data and keeps your client list up-to-date in real time. Improve efficiency by letting this workflow handle the manual work.
When a new entry is added in Cognito Forms, streamline your workflow by creating a client in the Financial Cents app. This automation ensures no delay in processing important data and keeps your client list up-to-date in real time. Improve efficiency by letting this workflow handle the manual work.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Client
Creates a client in Financial Cents.
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