Financial Cents + Gmail

Financial Cents + Gmail integrations

Create new Financial Cents clients from new Gmail conversations

Manage your correspondence and finances effortlessly with this streamlined workflow. When a new conversation starts in Gmail, it immediately results in a client being created in Financial Cents. This seamless process saves time, enhances client management and eliminates the chances of missing important conversations in your financial operations. Tailored for financial professionals, this workflow brings improved efficiency and accuracy.

When this happens...
New ConversationTriggers when a new email conversations begins in your inbox.
TriggerPolling
automatically do this!
Create ClientCreates a client in Financial Cents.
ActionWrite

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More things you can do with Gmail and Financial Cents

Discover other triggers and actions you can use with Gmail and Financial Cents

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
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

New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
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

About Financial Cents

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

HelpHelp

Related categories

Project Management

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn moreLearn moreHelpHelp

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