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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Fillout Forms with Financial Cents - no code necessary. See how you can get setup in minutes.
Select a trigger from Fillout Forms
A trigger is an event that starts your Zap and runs the workflow. For example, with Fillout Forms, a trigger could be "New Submission."
Setup an action from Financial Cents
An action is what takes place after the automation is triggered. For example, with Financial Cents, the action could be "Create Client."
That’s it! You just connected Fillout Forms to Financial Cents
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client is created.
Try ItTriggerInstant - Display NameRequired
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
ActionWrite- TemplateRequired
- Client IDRequired
- Zapier Date
ActionWrite
- EmailsRequired
- Subject
- Message
- Form IDRequired
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Client IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
ActionWrite- Contact IDRequired
- Contact NameRequired
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
ActionWrite
Learn how to automate Fillout Forms on the Zapier blog
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