Cognito Forms + Financial Cents

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.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Financial CentsFinancial Cents
    Create Client

    Creates a client in Financial Cents.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn moreHelp

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  • Forms & Surveys

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financial-cents logo
financial-cents logo

About Financial Cents

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

Related categories

  • Project Management